Limit an individual scheduling request to a specific date range | Voters

Limit an individual scheduling request to a specific date range

complete

Brad Benner

An option to manually specify either a date or a date range when sending a scheduling request to a client.

For example, I would like to book a strategy session with a client in September. Sending them a link that just gives them options in September or a date range in September that I specify, would be great.

July 23, 2019

Taralee Morgan

Definitely need this to work with Shareable URLs.

Jason Langenauer

marked this post as

complete

Stephen Moody

@ TZ team,

Appreciate you guys pushing this out. So far so good in our testing. This would be considerably more useful for us if it worked with Shareable URLs. Any chance that's in the pipeline?

Interconnekt Support

Would also love to try this

Gerwai

Interconnekt Support: You should be set now.

Jason Langenauer

Hi everyone!
We've got a working version of this feature ready to go, and we're looking for users to beta test it! If you're interested in trying this our, and giving us some feedback, let me know and I'll activate it for your account.
We've actually gone a little bit further than just limiting the date range - you can now specify time ranges too, so it's possible to get TimeZest to do things like "only allow this scheduling request to be scheduled between noon and 5pm on days the tech is available".
Let me know if you want to try it!
Kind regards,
Jason

Damian Bailey

Jason Langenauer: Jason I'd love to test this feature. Thanks!

Joe Choiniere

Jason Langenauer: Hi Jason, I'll check it out!

Preston Boutot

Jason Langenauer: Please add this to my account. Thanks!

Stephen Moody

Jason Langenauer: that's great! I would love to test this.

Eric M. Langstaff-Ohm

Jason Langenauer: I’d like to try it out

Quinton Morrissey

Jason Langenauer: We would love to test this, it's the #1 complaint about TZ from my onsite techs because they can't block off their onsite time from other people!

Elena Henderson

Jason Langenauer: We'd love to test this out too!

Josh Campbell

Jason Langenauer: I am willing to test it.

Damian Bailey

Just to chime in here, this could allow us to provide appointments of certain types for specific techs, limited to only the days they're able to do the specific type of appointment (ex: tech can only do on sites on Friday, weekly, etc)

Jason Langenauer

marked this post as

planned

Brian Trail

We just started using TimeZest and this was one of the first questions posed by our team. Being able to set a future date range (or even just one future day) would be a huge benefit.

Dennis Rutherford

Seconded; Would like to use the Connectwise Estimated Start Date and Due date to create a scheduling window

Stephen Moody

This would be really useful for project scheduling. Ideally, we could specify this directly in the shareable URL, maybe with a datefrom and dateto parameter.

→