Set reminder on appointment | Voters

108

Set reminder on appointment

complete

Adrian VanderLaan

I noticed right now that TimeZest does not set reminders on activities that it schedules. Would like to have this added. Our technicians miss their appointments without the reminders.

November 20, 2019

Jason Langenauer

marked this post as

complete

We've now made it possible to set reminders on the activities and schedule entries that TimeZest creates in ConnectWise Manage, something now possible because of our new workflows feature.
You can find the new setting on the "Create a schedule entry in ConnectWise Manage" and "Create an Activity in ConnectWise Manage" actions.
We've even created a full tutorial here: http://help.timezest.com/en/articles/6628141-tutorial-adding-a-reminder-to-appointments-in-connectwise-manage
As it's now possible to set reminders on created schedule entries, as well as send pre-appointment reminders to customers, we're going to mark this feature request as complete.

Jason Langenauer

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:
https://help.timezest.com/en/articles/6475126-tutorial-reminding-your-clients-of-a-booked-appointment
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

Chris Shipley

Jason Langenauer:

Lowell Picklyk

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.

Roberta Piket

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

Gary Harlam

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.

John Fisher

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.

Damian Bailey

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.

Mike Estes

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.

Adrian VanderLaan

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

Damian Bailey

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.

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