Jason Wallis
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Recent activity by Jason Wallis-
Version 1.26 - Released May 1, 2021
Bug fixes: Fixed an issue in a batch process that updates the notes from customer field on events created before version 1.22 Fixed an issue in a batch process that runs once to pick up previous h...
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External Calendar Sync
External Calendar Sync Service Providers can do bi-directional sync of their Appointiv appointments with their external calendar of choice. We have sync available for the following calendars - Gca...
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Video - Configuring Appointiv
Before you get started Before trying to configure the application, you or someone in your team should have already installed the app, given you access to the app and given you the Appintiv Adminis...
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Install Step 1: ** Important - You change a Salesforce setting before you even download Appointiv from the AppExchange
Before installing the package, you will need to enable "shared activities" in your org. Note - You need Salesforce Administrator rights in your org to make this change. Log in to Salesforce.com,...
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In case you got an error: This app can't be installed. "Missing Organization Feature: ManyWho"
If you try to install the package and get the following error: This app can't be installed. There are problems that prevent this package from being installed. Missing Organization Feature: ManyWho...
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Set the landing page your customers see after they complete the Appointiv webform
You can now determine the URL your customers see after they complete their appointment booking. How cool is that? Not sure? Here are some use-cases. Marketing use-cases Control the next step ...
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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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Version 1.22 - Released Feb 9, 2021
Enhancements: Speed up loading times on the webform when querying large numbers of existing appointments in the system (>10,000) Added Username tracking on the Service Provider record Bug fixes: ...
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How to automatically add video conferencing to Google Calendar events
FYI- this is copied straight from a Google notification email. Wanted to post it here to make it easy for Appointiv/Salesforce administrators to find and set up. If you're using the Salesforce Lig...
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Add custom headers with logos and graphics to Appointiv emails
You can add your own custom header to the different Appointiv email templates. What's needed for this? A little bit of HTML knowledge A Salesforce admin access high enough to edit the Email Templa...