Dropdown elements in scheduling form
T
Tre Eiler
Allow appointment types to be configured with dropdown(s) that can be configured.
Examples:
Prompt - How would you like to be contacted
Choices - Phone Call, Teams Call, Chat
Based on the dropdown, it would then impact the ticket generation. IE, if you select the "Teams" contact method, it generates a teams meeting.
Another cool idea is to have a location dropdown from the sites listed in CWM. Then, run a check for the drive time between the location selected, and the resources assigned office. Then automatically add buffer time for an onsite appointment before and after an appointment.
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A
Aaron Kearney
Good morning, I would like to request that the end users be able while selecting a TZ to use MS Teams as the best contact for the appointment instead of a phone or text number.
Jason Casuga
Merged in a post:
Additional field for onsite appointments
Z
Zachary Zellers
Hello, I wanted to request a feature for a specific TZ appointment type. We are hoping an additional field could be added so if a client requests an onsite appointment, they not only need to provide a phone number but their location.
Jason Casuga
Merged in a post:
Require Input for Scheduling
A
Aaron Tuomala
Ability to require certain data input when scheduling (i.e. your place or mine, address, company name, etc. ) We use this for scheduling with prospects.
Jason Casuga
Merged in a post:
More Fields From URL Scheduling
J
Jason Faiferlick
The web links to open schedules are nice, but there should be more fields for this. In addition to summary, a Description field would be helpful for more notes, and maybe even attachments.
N
Nick Lauve
This is something that is desparately needed in my opinion. I'm actually going back to using Microsoft Booking in a lot of scenarios because it has this functionality and TZ does not.