Jason Wallis
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Recent activity by Jason Wallis-
Custom "Field Sets" for booking form
CompletedThis will enable Appointiv admins to include custom fields onto their booking form. A great example of this is the customer's address for field service or pick ups.
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Pre-fill part of the booking webform to allow sending specific meeting invitations to specific Leads/Contacts.
CompletedAllow part of the booking form to be pre-filled Example uses: emailing a link to a customer to book or re-book with the location/service/provider pre-filled skipping the Location step for customer...
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Two way calendar sync so that busy times from outside calendars prevent new appointments from being scheduled
CompletedCurrently, the sync is only a push to the external calendar. This new feature would take existing appointment times from the outside calendar and show them as busy times within the Appointiv calen...
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Create "Add New Appointment" button that sits on the SFDC Contact record
This custom button would kick off the Create New Appointment workflow and take the user to the Schedule Manager with the Customer already filled in.
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Indicator on bookings to show whether a person has confirmed their appointment
CompletedWhen viewing the Schedule Manager inside Salesforce, it would be nice to see an indicator showing whether a customer has confirmed their booking. A visual icon would be great. Once in place, this ...
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Export appointments and related contact information
CompletedMake it easy to export appointments and contact information like address in order to import to google maps and other apps. This can then be used to determine routes for field visits or simply for b...
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Send customers an ICS file with their confirmation so they can save the appointment in their calendar
CompletedSend customers an ICS file with their confirmation so they can save the appointment in their calendar. Need this to work across all different types of calendars. Should work no matter which type ...
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Allow customer to self-service Cancel or Reschedule
CompletedInclude a link in the confirmation and reminder messages that allows the customer to choose whether to Cancel or Reschedule. Cancelling would send a message to the Provider and remove the bookin...
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Create Leads in addition to Contacts.
CompletedAll new customers coming through the Web Booking Form are created as Contacts in Salesforce. Several customers have requested that they are created as Leads. The new feature we're brainstorming sho...
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