When a ticket has an upcoming TimeZest appointment or scheduling request but your client no longer needs it and the ticket gets closed, TimeZest will now automatically cancel the upcoming appointment(s) or scheduling request(s) so your client won't mistakenly join the appointment that still appears on their calendar.

The new setting can be found within each appointment type's setting under the Schedule Options section (when in mode):

Or if the appointment type is converted into mode, you will see the new trigger called "When the associated ticket is closed with upcoming appointments or schedule requests":

We suggest to add these two actions into the Workflow trigger:

TimeZest will run a check on tickets that are in a status that is considered "Closed" and has an appointment that is about to start within 1 hour.

TimeZest will also run a on tickets that are in a status that is considered "Closed" and has an appointment that is about to start within 10 days.

If any of the two conditions above are met on the ticket, then the appointment will be cancelled:

Also, a note will be added to the ticket indicating that the appointment or scheduling request has been closed:

For more information, check out the Help Center article.

We updated the process of inviting multiple users into your TimeZest account. TimeZest will pull the users from your PSA and from your Microsoft 365 tenant allowing you to select which user you would like to invite as well as setting their permission level.

Once invited, the users will receive a TimeZest invitation email to complete the setup.

Calendar HQ is a calendar view within the TimeZest app that allows you to see appointments from your user's PSA and Outlook calendar in a single view.

: Your TimeZest account must be on the in order to use Calendar HQ.

With Calendar HQ, you can:

See all appointments in a Day view:

See all appointments in a Week view:

Click on an appointment to quickly see details in a flyout:

Cancel, Reschedule, or Reassign a TimeZest-scheduled appointment:

The HubSpot integration with TimeZest has just been released adding two new actions to apply to your appointment types:

When a prospect uses TimeZest to schedule an appointment with you and their contact information does not exist in HubSpot, TimeZest will use their information in the scheduling request form to create a new company and contact record in HubSpot.

The appointment details such as meeting time and date, host, attendee, and description will be added to the HubSpot Meeting, giving you the details you need to be prepared when meeting with the prospect or client.

To get started, here is a link to our Help Center docs: https://help.timezest.com/en/collections/9909315-hubspot

gives you the ability to set a maximum number of appointments to be scheduled on your calendar per day.

For example, using the screenshot above, if you send a scheduling request using the appointment type to multiple clients, you can set the 15-minute Phone Call appointment type to allow up to 3 of these appointments to be scheduled by your clients in a single day.

When that maximum number has been reached, the next client who tries to schedule a 15-minute Phone Call will not see that day as available and will have to choose another day to book an appointment.

This setting applies to both individual users and the users within a team, meaning that each team member will each get a maximum number of appointments to be scheduled per day.

TimeZest buffer times have been improved with a new capability to add the buffer times to your calendar so that other appointments cannot be scheduled during those times.

You will have a choice to enable the buffer times to be added to your calendar for the buffer periods either before the appointment, after the appointment, or both.

Once this capability is enabled, your calendar will now have a matching entry before and/or after the appointment. For example, if the appointment creates a ConnectWise schedule entry for the appointment, a matching schedule entry for the buffer will appear next to the appointment.

TimeZest now integrates with BambooHR.

With this integration, any approved PTO in BambooHR will be considered as in TimeZest when offering appointments to end users.

: The BambooHR integration with TimeZest requires that the feature is enabled in your BambooHR account in order to get the employee information.

Setup is simple:

We'll do the rest!

TimeZest has been updated to give an additional option to ask the end user for their best contact phone number if it is not known.

The first part of the setup is the same as it has always been where you determine if you want the appointment to ask the end user for the best contact number in the section:

When you click to expand the section, you will be presented with three options to choose from:

The first option will require the end user to enter a phone number before confirming the appointment. The second option will present the Phone Number field to the client but is not required to enter a phone number so they can leave it blank and proceed to confirm the appointment. The third option will remove the Phone Number field completely.

A prompt will appear at the bottom when the "Never ask" option is selected to indicate which action may be using the Phone Number variable to display.

In the screenshots below, you will see that when the "Never ask" option is selected, TimeZest indicates that the action to create an activity may not function because the Client Phone Number variable is used:

This is especially helpful if you have appointment types in Workflow mode and you may have the Client Phone Number variable that may be in use.

If you've ever missed an upcoming meeting with your client because you didn't have your Outlook reminders turned on or because you got distracted and didn't notice the meeting on your calendar, then TimeZest has another solution to remind you about an upcoming meeting.

The new is used to allow you to post a direct message to a Teams channel or to the scheduled users of that meeting. You can set up your appointment types to send different Teams messages such as when a meeting is about to start or when the client cancels the appointment.

If you are on the TimeZest , you will be able to set up the integration. Start by using the documentation in our Help Center: Installing the Microsoft Teams (Messaging) Integration

Once the integration has been set up, you will create the actions within the appointment type to post a message to a Microsoft Teams channel:

or post a chat message to the scheduled users:

Filters have been added to the screen, screen, and the screen allowing you to narrow down your search results to find the records that you are looking for.