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Use TimeZest for sending meeting invites
If a user has already provided us with the date/time they want to meet, it'd be great to let TimeZest still send the meeting invite directly from CWM. The 'send meeting' function in CWM is NOT user friendly.
July 30, 2019
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What about using the "Where" field? If a schedule record is created in CWM using the Where of "TimeZest", then TZ can see this and send the confirmation email, just as if a client selected the time via TZ.
March 29, 2021
If it can't be done in the CW Pod, could a link be shown in the Pod to Time Zest where we could specify the time and date for the meeting. The link would contain the ticket information to link back to. Just a thought...
November 18, 2020
This would be really helpful. The biggest reason for cancellation, missed appts. or users double booking themselves is it not showing on their calendars.
September 21, 2020
As a comment to Jason's comment below, is it not possible to just limit what the client sees when choosing a schedule with a tech. If the tech specifies date and time for the appointment, can the date and time choice page that the client sees reflect only that option(s). The filter when displaying availability would look at the calendar as it does not but would then look at the entered constraints to only present the desired times. This, I think preserves the exiting TimeZest mechanism and doe not require the API mentioned below.
May 5, 2020
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August 6, 2019
This is unfortunately quite difficult, as ConnectWise Manage doesn't actually have an API for external software like TimeZest to create meetings or meeting invites (instead of ordinary schedule entries). We're aware of the problem, and are thinking about it, but we don't have a solution yet.
July 31, 2019
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