Jason Wallis
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Recent activity by Jason Wallis-
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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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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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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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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How to Embed the Appointiv Online Booking Form on Your Website using iFrame
Embedding the Appointiv Online Booking Form into your website is straightforward, even if you're not familiar with web development. Modern website builders often provide a simple way to incorporate...
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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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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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Version 1.27 - Released May 14, 2021
NOTICE - if you have cloned or otherwise created your own Permission Sets for Appointiv users, you need to add access to the following new field into your field sets: "DateTime in locationTimeZon...
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Video - Installing the App from the AppExchange
Here's the six minute end to end video guide for installing the app from the AppExchange. There are a few steps covered in here - you can also see examples and screenshots over in the written in...
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Getting to know the Appointiv Calendar Tab
The Appointiv Calendar tab in Salesforce is where you can schedule new appointments, edit existing appointments and set peoples available times. You can even add new Contacts to your Salesforce in...