Jason Wallis
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Recent activity by Jason Wallis-
Config Tab 1. Application Settings
Video for this step Ok so you're the lucky one who is administering Appointiv and will make all the configuration changes - but- you might not be the same person who did all the previous steps lik...
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Version 1.9 - Released August 24, 2019
This release includes major enhancements to the data model. New features included in this release: Appointiv Events are now structured in alignment with native Salesforce Events. A new custom o...
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Config Tab 2: Email Template
Video for this step This is where you manage the emails that Appointiv sends via Salesforce. What emails does Appointiv send? Appointiv automatically sends emails at different points in the bookin...
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Version 1.8 - Released May 16, 2019
New features included in this release: Fix to certain recurring events issue New upgraded ReCaptcha implementation for webform Updated triggers to event update notification emails to Service Provi...
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Config Tab 3: Branding
Video for this step The top half of the branding page is laid out so that you can easily change the colors and logo on your customer facing online booking tool. Tip: We recommend using a color ...
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Version 1.6 - Released October 2018
New features list: Create separate field sets that can be used to gather input details for different Appointment Types Use different fields via field sets on the internal Admin Create/Edit Appoint...
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How to Add Custom Fields to Your Online Booking Form in Salesforce
Adding custom fields to your webform allows you to capture important information from your customers. Whether it's their customer number or the address for a field visit, Salesforce makes it easy t...
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Config Tab 4: Locations
Video for this step Here's a straightforward and easy step. Add your locations here. The address entered will be shown to customers during the online booking process. You can add as many multipl...
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Config Tab 5: Services in each Location
Video for this step Note: Both words (Services and Location) in this menu may have been changed by your admin in Application Settings > Labels. Tip: be careful to go through each Location individu...
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Patch 1.3.1 Released - Jan 2, 2017
Patch pushed to all active orgs with the following upgrades: Updating contact in Recurring Appointment saves updated phone number in SFDC Space between salutation and first name corrected Location...