Workflows
complete
Jason Langenauer
We're currently working on a major re-engineering of TimeZest which we're calling Workflows. It takes the existing things TimeZest does, and makes them configurable by specifying "actions" (like "write a note on a ticket") which TimeZest runs in response to "triggers" (like "the customer selects a time")
We're doing this for three main reasons:
- To make it easier to understand what TimeZest is doing. The appointment type configuration screen contains a lot of options, which can sometimes interact in ways that are not entirely clear. The new workflows will make it very explicit what TimeZest is doing.
- To make it possible to configure TimeZest even more flexibly to match your workflows - for example, you could get TimeZest to write a note on a ticket when it sends a reminder to a customer, which is not something it currently does. Or you could send a particular email to the customer 10 minutes before their appointment as a reminder.
- To allow us to introduce even more integrations - like a SMS gateway which will provide a "Send a SMS" action, that allows reminders to be sent, or even the entire scheduling process to be done via SMS.
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Jason Langenauer
complete
Jason Langenauer
Hey everyone!
We're glad to announce that we're finally ready to make workflows available to those of you who might like to beta test it.
We can turn on the new workflow engine and UI for individual appointment types, so if you'd like to test it, simply create a new appointment type in your TimeZest account, then send an email to help@timezest.com asking for beta access, and telling us the name of the appointment type, and we'll turn it on for you.
Looking forward to your feedback!
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Casey D'Andrea
Hey Jason - in light of the recent email announcement today, has an ETA been determined for rolling this out? Or perhaps a teaser in the form a blog entry?
Jason Langenauer
Casey D'Andrea: So the engineering work for this is around 95% done, and we're moving into internal QA at the moment. After that, we'll probably open it up to any particularly keen users who wish to beta test it - the new workflow engine can be enabled on individual appointment types, so it can be tested in isolation from your existing scheduling. If everything goes well, we should be able to open up for beta testing towards the end of July.
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Casey D'Andrea
Hi Jason - Any updates? Or this meant to coincide with the price bump this month?
Jason Langenauer
Casey D'Andrea: Hi Casey,
We're getting very close to the end with it, we should be able to open it up for beta testing in the next 2 weeks.
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Casey D'Andrea
Jason, are we getting any closer to opening this up for beta testing? This is pretty solid and the crew is getting hyped about the prospect. Looking forward to it.
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Brian Weiss
Particularly hoping to see customized landing pages as part of this upgrade. Looking forward to this - thank you!
Jason Langenauer
in progress