Feature Requests

We get a lot of confusion with clients when we have appointments default to, say, a Teams meeting but they really just want it to be a phonecall. I can create even more appointment types but that gets to the point of ridiculous. It would be nice to, in the appointment setting, ask "How should we plan to connect?". From there, they can choose whatever options are available. (ie. Teams, Zoom, Conference Bridge, Phonecall, etc.) Then you could add text that says, for Teams or Zoom, their invite will include the link to the meeting. For phonecall, it could ask them what number to call or if they want to plan to call in. There are so many variants of ways to connect that trying to create appointment types for every variant would get unwieldy really quick. By allowing the options to be selected within the appointment, we make the user workflow much easier and make management of appointment types much easier as well.

Ability to set the Customer Updated Flag in Connectwise when Timezest updates any part of the ticket. Ideally this is an open option for the appointment type Workflow mode so that it can be set anywhere that makes sense for the specific workflow

When a ticket in CWM is closed, all the schedule entries associated with it are marked as done. At present, TimeZest does not consider this done status when looking for free time to schedule appointments, but an option could be created on appointment types, like the existing "Schedule over tentative appointments" which would do this.

It would be great to only show certain appointment types by board.

In order to use appointment types across various types of scenarios, it would be ideal to have the ability to set conditions at the Action level. An example would be if you are using Microsoft 365 as your primary calendar but wish to have your appointment type be flexible enough to schedule resources on a ticket if you use the link from the ticket. The Action would have a condition to only create the resource on a ticket IF a ticket was used to schedule. Right now if you try this the appointment will error out as it cannot create a resource since the ticket does not exist.

We would like the ability to add a custom question or a fixed question when the customer is scheduling their TimeZest appointment: "Would you like us to contact you earlier than your scheduled time if an earlier appointment becomes available? Option to answer "Yes" or "No"

We have created a long list of URL slug Appointment types, that we use for automated emails, for different scenarios, etc. However this makes it difficult for our tech's to find the ones they want from a ticket. It would be nice to be able to sort or hide these Appointment types from the list of choices in CW.

It would be great if we could set up appointment type that are only available for certain users (or a group of users). Different job functions need different appointments and it doesn't make sense for everyone to sort through the ones they don't need.

It would be nice if the reminders didn't fire over the weekend or at least had the option to restrict it to business hours only. Pausing the timer for the weekend or something similar and resume it on Monday. Holidays too.

Currently, the TimeZest pod includes a list of all members, and all appointment types in the TimeZest account. This can be unwieldy for MSPs with a large number of members, or a large number of appointment types. This feature would allow administrators to generate new pod configurations, which only show certain members, or certain appointment types, so that - for example, the help desk team could have a help desk pod with only help desk team members, and help desk appointment types, but a sales team could have a separate pod with their members and appointment types.