Change a Scheduled appointment time instead of cancel
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Dan Baird
Sometimes we are in [verbal/email] communication with the customer and they ask us to change the meeting time for them. It would be nice to be able to do this from the CW Pod and right now the only option we have is to cancel and then send a new scheduling request. For our techs to be able to manually change the meeting time would be fantastic. Maybe just add an additional button in the Cancel dialogue to Change.
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Jason Casuga
complete
We've included this capability to reschedule TimeZest appointments within the new section in the TimeZest app called Calendar HQ. Active users will be able open the TimeZest-scheduled appointment and pick a new date/time which lets TimeZest automatically send another Confirmation email to the client with the new appointment details.
For more information about Calendar HQ, use the link below to our Help Center docs:
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Eric Buhrendorf
Jason Casuga would be nice to have this functionality in the Ticket Insight Widget in Autotask.
Jason Casuga
Eric Buhrendorf We considered this in our research but after the amount of needs that our customers were asking for (like being able to pick a date/time, enabling any TimeZest workflows to send notifications, and also reassigning to another resource, none of it would fit within the allowable space in the Insight.
Jason Casuga
in progress
Jason Casuga
planned
Jason Casuga
Merged in a post:
We really need to be able to change the appointment date/time rather than cancelling it.
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Diane Roy
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Diane Roy
Great news! thank you!
Jason Langenauer
This is coming as part of a much bigger feature we're building. It's still a little way off but is definitely being built...
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Angela Lacy
We need this!
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Jeff Couch
This would be extremely useful for us.
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Aaron Williams
It creates so many issues and inconveniences for our end users to have to be aware of each new link we send them just so we can make sure things get scheduled/rescheduled. A one stop shop is always easiest
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Michelle Wilder
AGREED!
We have had this issue on at least 3 instances, and it is quite confusing for the client.
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