Jason Wallis
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Recent activity by Jason Wallis-
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...
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Config Tab 6: Resources
Video for this step Resources are the things that need to be available before an appointment can be booked via the webform or by your internal users. Resources can be people like Service Provi...
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Version 1.3 Released - Dec 30, 2016 Happy New Year!
Lots of great new functionality in this major release. Two way calendar sync for all the major calendars is huge. Prefilled Flows enables you to send special url links to customers with parts o...
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Config Tab 7: People
The "Add Licensed Service Provider" pop up One thing you'll notice the first time you click on the People tab is that it will automatically prompt for you to create Service Provider profiles fo...