Jason Wallis
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Activity overview
Latest activity by Jason Wallis-
Jason Wallis created an article,
Use these URL Parameters to control which Start and End date are shown on the Booking Form
When to use this feature If you want to send your customers links that have personalized start and end dates within which the customer can make their booking. If you offer a link on your website...
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Jason Wallis created an article,
Use the “Related ID” URL parameter to automatically relate appointments with any object in Salesforce
If your want to attach the record ID of another Salesforce object to your Appointment Detail then use the Related ID URL parameter "rId" in the link your customer uses to book an appointment. After...
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Jason Wallis created an article,
How to add new Attendance Status values that will appear on your Appointiv Calendar
Adding new Statuses to the Attendance Status field Attendance Status is a great feature. How cool is it to be able to add your own unique statuses? Very cool and you can use your own visual indic...
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Jason Wallis created an article,
Auto-fill your customer details in the online booking form
Customers don't need to fill in their details If you want to allow your customer to use the online booking form and not need to fill in their personal details on the last step (name, phone etc.) th...
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Jason Wallis created an article,
If you're using Privacy on Contacts and your team can't see all the Service Providers
Behind the scenes, Appointiv uses Contact records to represent Service Providers for bookings even if the Service Provider is a Salesforce User. So, for that reason, if you are making Contacts P...
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Jason Wallis created an article,
Embed our webform in your website using iFrame
You can easily add your Appointiv webform to your website using our simple iFrame code. This is very basic functionality for any web developer but, even if that's above your paygrade, you're sti...
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Jason Wallis created an article,
Version 1.30.3 - Released August 7, 2021
Enhancements: Changed the way appointments are attributed to Service Providers Old way - we were using email address in some scenarios to match the Service Provider with the Salesforce User New w...
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Jason Wallis created an article,
Version 1.28 - Released June 22, 2021
Enhancements: Created new process to allow custom emails to be used and triggered in Flows. This will make the process of creating custom emails and specific emails for specific appointment types...
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Jason Wallis created an article,
Version 1.20 - Released December 24, 2020
Enhancements: Exposed the Cancel and Reschedule links on the Appointment Details record so that customers can create their own custom email templates including these links Control landing pages af...
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Jason Wallis created an article,
Version 1.21 - Released January 21, 2021
Bug fixes: Solved issue where certain changes to Salesforce repeating appointments would cause an issue with unavailable times synced into Appointiv Issued a fix for one customer who needed specia...