Availability options for Appointment Types | Voters

Availability options for Appointment Types

complete

Anthony Manzella

Would like to have the option to set Availability based on the Appointment type.

Example, if we only allow our Engineers to join sales calls on Monday and Thursday from 10am to 1pm it would be nice to be able to add an appointment type called Engineer Sales Call and set the availability for that type.

August 7, 2019

Jason Langenauer

marked this post as

complete

We’ve just released one of our most common feature requests: the ability to set the times when an end user can set an appointment on the appointment type. This means you can now do things like have appointments that can only be booked before lunch, or only on Wednesdays, or have specific appointment types which can be booked outside of normal business hours.

If you’re on a paid TimeZest plan, you’ll see a new configuration section for each appointment type, called "Appointment Type Schedule" (see image).

Here, you can configure the days and times where that particular appointment type can be booked. By default, this option has been left turned off, so until you add a schedule to an appointment type, TimeZest works exactly as it always has.

You may be wondering how an appointment type schedule interacts with the availability set for your users. This can be configured to operate in one of two ways:

TimeZest can
combine
the availability, only offering appointments where both the resource and appointment type are available. For example, if Sarah is configured to be available between 8am and 3pm every day, and an appointment type is configured to be scheduled between 12 noon and 5pm every day, then TimeZest will only offer appointments where these overlap - so between 12 noon and 3pm. TimeZest has validation checks in the pod to find “impossible” scheduling configurations, so you won’t ask a customer to schedule where there are no possible times for them to book.
TimeZest can
ignore
the availability of the resource being scheduled and only use the schedule defined for the appointment type. This can be used, for example, to offer appointments such as out-of-hours service windows which you only want to selectively offer in particular circumstances.

Jason Langenauer

Merged in a post:

Select Availability TimeFrame per Appointment

Vanessa Wanner

We like to schedule certain types of requests only in the afternoons but there is current no way to select only after 12pm for a whole week as the "Additional Options" only affect the current day, allowing clients to schedule for mornings the next concurrent days instead of after 12pm as described.

February 28, 2023

Jason Langenauer

marked this post as

in progress

Matt Lester

We would use this for lots of different scenarios.  I think it's probably a combination of some other feature requests as well, which should affect the overall vote total (see links below). 
Examples:
Appointment type QBR that is only mornings on Thursdays and Fridays.
Appointment type Lunch Maintenance Window that is only 11:30 AM - 1:30 PM every day of the week.
Appointment type After Hours Maintenance that overrides the typical availability and allows choosing 7:00 PM - 11:00 PM weekdays and all day Saturday for updates.
1) https://roadmap.timezest.com/feature-requests/p/option-for-custom-calendarschedule-per-appointment-type
2) https://roadmap.timezest.com/feature-requests/p/allow-specific-appointment-slots-to-be-defined-for-an-appointment-type
3) https://roadmap.timezest.com/feature-requests/p/override-hours-per-appointment-type
4) https://roadmap.timezest.com/feature-requests/p/no-on-site-before-9a

William Pote

I agree this would be super useful in my role. I function in sales/operations/account management so if I could schedule certain types into certain days that would be amazing for me.

Chris Burg

I agree with this!

Ronen Inowlocki

Agreed that this feature is needed, but in addition to being able to choose days of the week and time ranges within those dates, would also like the ability to choose specific dates during which the appointments can be set and limited to.

Trenton Kohlhauff

https://roadmap.timezest.com/feature-requests/p/select-availability-timeframe-per-appointment looks to be under review now

Rocky Pierce

I approve this message. This would be very handy.

Eric Schueler

Would really like to see this. I have a schedule that requires that I work from home to stay with my kids certain days of the week so I'd like my onsite meetings to be restricted to a different schedule than calls, remote support, and teams meetings.

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