Jason Wallis
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Activity overview
Latest activity by Jason Wallis-
Jason Wallis commented,
Official comment Hi Andrey- that's a great sounding idea. We don't have plans for that in the roadmap at the moment... It seems like there are a a few different ways to solve it - one very tricky and some a bit ea...
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Jason Wallis created an article,
Config Tab 2: Email Template
Video for this step This is where you manage the emails that Appointiv sends via Salesforce. What emails does Appointiv send? Appointiv automatically sends emails at different points in the bookin...
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Jason Wallis commented,
Official comment This will definitely be in a release sometime soon. 1H 2020 at the latest.
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Jason Wallis created a post,
Decide whether specific appointment types are visible on the webform
CompletedNew functionality out now! You can easily check the tick-box on the Appointment Type
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Jason Wallis created a post,
Different field sets for different appointment types
CompletedWe now have the ability to included different field sets on the webform and on the internal admin view for each different appointment type! This is generally available now- check it out!
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Jason Wallis commented,
Excellent idea. thanks Anne! I agree that having the separate unavailability for each location can be cumbersome. We were thinking of having it always default to "All" - if a Service Provid...
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Jason Wallis created an article,
Install Step 2: Enable Salesforce Users to access the Appointiv App
In order for Salesforce users to be able to "see" the Appointiv app inside Salesforce, you need to add them as Appointiv Users in the Salesforce setup area. Here's how it looks in Lightning Experi...
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Jason Wallis created an article,
Customize the fields shown on the Webform for each Appointment Type
It's easy to add custom fields to the webform for your customers to fill in. Want to capture their customer number? Just add it. Want to get the address for the appointment for a field visit? J...
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Jason Wallis commented,
Official comment Hi Alexandra. We're building a Customer Community interface now. It will be a Lightning Bolt Component that you can easily add to your Community page where the user clicks on a "Book Now" or simi...
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Jason Wallis commented,
Hi Didier, We're about to finish 1.4 and starting to look at features to include in the next version. Could you let me know a little more about this one? Can you share an example use-case where ...