Jason Wallis
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Votes on activity by Jason Wallis-
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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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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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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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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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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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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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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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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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
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Add multiple providers to the same appointment type
CompletedSome appointment types require multiple providers. Today, we have the Assistant record type for adding additional people but this isn't practical in many cases. Adding multiple providers and only...