Jason Wallis
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Recent activity by Jason Wallis-
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...
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Patch 1.2.1 released - Oct 20, 2016
This patch has been released and successfully pushed out to all customers. Fixes in this patch include: Providers - Allow Salesforce users to be automatically be picked up as Providers when they ...
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Config Tab 8: People in each Service per Location
Video of this step What is this? Think of this as assigning skills to your Service Providers. This is where you tell Appointiv which people provide which services in each location. This comes ...
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Issue reported- Financial Services Cloud -updated Oct 25, 2016
There is an issue in setting up Appointiv for Financial Services Cloud users that we are aware of and are currently working to fix. Affected- Financial Services Cloud customers Severity- High- user...
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Config Tab 9: Appointment Types
Video for this step What are appointment types? Appointment Types are the different kinds of appointments that you offer for booking. Think of them like calendar appointment templates with t...
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Config Tab 10: Resources in each Appointment Type
Video for this step This is the next to last step (the final step is making sure you have providers with available times set up to take the appointments!) and this is where all your prior setup wo...
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Config Tab 11: Setting Providers' Schedules with Availability
Video for this step The final step in our setup is to give your Providers a schedule of available times to take appointments. This step is accessed from the Appointiv Calendar tab rather than the ...
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Config Tab 12: Using Prefilled Webforms
Video for this step The standard webform is great but sometimes you want to have parts of it already chosen for the customer. Use this creatively, it's a really useful feature if you think about ...