Choose to Include Meeting Link
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Jacob Baughn
Add an option to the PSA integration to choose whether or not to include a Teams or Zoom link.
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Jason Casuga
Merged in a post:
Choose to Add Teams Meeting Link when generating Schedule Request in AutoTask
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Alia Davis
We would love to be able to choose whether or not to add a video call meeting link when we are building and sending the schedule request from AutoTask. Right now we need to have at least two different types of appointments for each department's services since this is not a flexible feature.
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Jacob Baughn
In lieu of creating multiple appointment types with or without a meeting link, allow us to simplify the number of appointment types and give the user the option to add a Zoom or Teams link from the TimeZest PSA widget. This cuts down on appointment type bloat and potential confusion or miscommunication due to an incorrect appointment type selection.
Jason Casuga
Jacob Baughn: Can you go into more detail on this? TimeZest already allows you to add a Zoom or Teams link for each appointment type. What do you mean by adding an option to the PSA integration?