Hi everyone,

As you may have seen today, we've just launched TimeZest's workflow feature, which makes it possible to configure TimeZest in new ways - and one of those ways is the possibility to send reminders like this. Since this has been such a requested feature, we've even produced a full tutorial showing you how to send a reminder using the new workflows:

It's been written from the point of view of reminding clients, but it can be easily enough adapted to send your technicians an email reminder of their upcoming appointments.

Jason

This would be great. It's a standard feature of scheduling services, and you can typically customize the reminders, even with different messaging for internal/staff people vs. customer-facing.

Agreed. But our customers need the reminders more than the techs.

I agree - I want a reminder but also want the ability to send multiple reminders (similar to what I get from others) - 24 hours / 4 hours / 1 hour / 5 minutes . . . . before the appointment.

This would be good to have the ability to send a customer a reminder of their scheduled appointment a day or an hour before the time so that they are both reminded (and for a video call have the link again) and can cancel or reschedule if needed.

As much as I hate to say it, we're in the same boat. I initially thought that simply having our team monitor their calendar would do the trick, but that's turning out to be problematic. From a TZ perspective, I think this feature would help improve overall adoption of new clients, too - it can be a feature that makes CW/TZ easier to use overall and something that CW doesn't really do well.

This would be huge for us. It is easy for our technicians to get bogged down in the day and forget that they have a scheduled appointment.

I'm actually only after having the reminder set for the activity in ConnectWise. Customer reminders, while nice, was not part of my suggestion.

I'd like to agree about the client reminders - our techs just keep watch on their calendars, but esp. if we could enable/disable this for specific appt types (like on sites) this would be lovely. Example: day of an on site appointment, client and tech gets an email or similar.

We would need reminders sent to clients for appointments that are booked also!