Jason Wallis
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Activity overview
Latest activity by Jason Wallis-
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,
Grant Salesforce Users access to the Appointiv app
In order for Salesforce users to be able to see the Appointiv app inside Salesforce, you need to add them in the Salesforce setup area. Here's how it looks in Lightning Experience.Start in setup a...
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Jason Wallis created an article,
New feature - Add your own custom fields to appointments
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 created an article,
Email Templates
Appointiv automatically sends emails at different points in the booking process. Confirmation Email - is sent at the time an appointment is booked through the online booking form or directly in A...
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Jason Wallis created an article,
New feature - Customize reminder email
Previously, you could customize three emails that went out to your customers: Appointment Confirmation Appointment Update (if you changed the date for example) Appointment Cancellation Now you ca...
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Jason Wallis created an article,
Post-installation setup: Adding Appointiv views to your Contact and Lead layouts
Appointiv appointments are created as Salesforce Calendar Events. You can easily add these to your Contact and Lead views using our custom Visualforce page components so that Appointiv appointment...
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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 ...
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Jason Wallis created a post,
Option to show times in AM / PM instead of 24 hour time in the Schedule section
CompletedCurrently, the provider scheduling section only shows times in 24-hour format. Change this to show times in AM and PM. 2:00 PM instead of 14:00 for example.
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Jason Wallis created a post,
Multiple columns for different providers on the Day View
CompletedAfter selecting the Day View in the Appointiv calendar, show multilple providers across the day as separate columns