Enable Recurring Scheduling | Voters

Enable Recurring Scheduling

under review

Quinntin Comer

Since CW Manage can use BOTH Meeting Invites and recurring ticket templates, it would be nice to allow meeting recurrence in TimeZest. This should be configurable on the appointment type.

Example: If we wanted to establish a weekly/monthly/yearly appointment with a contact (i.e., QBRs), it would be nice to send them an invite to a specific appointment type that would be recurring and they can select the day of the week (starting with the first date) and the time.

August 11, 2020

Christopher Wenzel

Our scenario is as follows.
We know when sending the request that we will offer 1 of the following 3 choices:
1-session per week
2-session per week
Optional 1 or 2 sessions per week.
We cap our availability at 24 hours per week. A full-time consultant can have up to 16 sessions per week (90-minutes each).
The sessions are scheduled on a single project ticket without an end date. (We use ticket templates that create the scheduled appointment on the project ticket 7-days in advance)

Jason Casuga

marked this post as

under review

Jason Casuga

Merged in a post:

Recurring Meeting Schedule

Joe Turso

A user can request a recurring meeting and have TimeZest look at a calendar 4 weeks ahead to verify no conflicts.

September 20, 2023

William Pote

This would be huge for me.

Joe Turso

This is an absolute win need! Be better than the competition!

Chris White

Meeting recurrence is especially important for the types of projects we do which often span 3-6 months and need check-ins as often as every week. Tying it together through TimeZest would really help although I'm not sure fair to ask TimeZest to evaluate one or more user's availability X months into the future.

Matthew Zaroff

I think this could be implemented by using a custom field on the ticket template and a custom Where option.  For example, setup a recurring appointment type in TZ.  TZ provides a unique code.
Then in a CWM ticket template, create a recurring schedule entry with the Where set as "TimeZest" and the unique code placed in the custom field.  The TimeZest pod can identify if the ticket it's on has TimeZest in the Where field and then look at the custom field to know which appointment type it's tied to.
TZ can then send out a reminder email to the ticket contact a few days before the appointment, with an option for the contact to reschedule or cancel.  (Same as it does when they select a time normally.)
With this type of setup, you can configure ticket templates that link to TZ records and then use all the TZ features.
But I'm not a programmer, so I leave it up to the TZ staff to tell me if my idea is flawed! :)

Chris Langley-Burr

This is becoming more and more of a need from my talks with my team, and our clients who are also interested in using TZ for setting up calls.

Having this functionality, coupled with Manage and the Teams Integration for the meeting would make things be about as flawless as they can be. This Would also help keep people in Manage instead of back and forth between Manage, Outlook, and Teams calendars.

Quinton Morrissey

I think I like this idea but would that mean it's up to the client each and every time to pick a good time for this recurring meeting? Or does it make more sense to send them the invite for the same time, but give them a reschedule option so that they can change it if needed?

Matthew Zaroff

Quinton Morrissey: I'm thinking something similar to recurring meetings in Outlook. You define the schedule (Every Tuesday from 10am - 11am PT), and TZ sends the recurring invite so it appears in the client's calendar every Tuesday at the same time. As far as the Manage side of things go, I like having multiple options. i.e. Link it to a ticket template, where either the same ticket or a new ticket can be created each time for the single TZ schedule record. Or maybe something in the TZ pod on a ticket that allows you to pick an already defined TZ recurrence for that ticket. We often have a recurring appointment on our projects, say every Tuesday from 10-11. But we can work on one ticket during that appointment for a few weeks, then switch to a different ticket for the next week or two. But always at the same time.

Jason Hahn

Second this, this would help our TAMs and AMs Immensely

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