TimeZest Admin Info

TimeZest Admin Info

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Closed Loop Ticket Number should be used in the summary line and the Ticket number variable can be used everywhere else. 

Creating Appointment Types

When creating a new Appointment Type, always use Workflow Mode (not classic configuration).

  1. Always configure the appointment type to set the scheduled tech to be the Primary Resource on the ticket. This is a feature that is controlled under the Appointment Type settings under the workflow tab:  Set the action "Update the primary resource for the ticket to the scheduled user in Autotask" to occur when the trigger "When the client schedules their appointment" occurs.

  1. Always configure the appointment type to cancel appointments and scheduling requests if the ticket is closed.  You can copy the settings and note verbiage from an existing appointment type. See screenshot for the trigger and actions to use. Please note there are three actions you must add to the trigger!






Closing Tickets

When a ticket is closed (assuming the appointment type has been set up correctly by us in TZ) any outstanding scheduling requests existing in TimeZest will be cancelled.


Cancelling Scheduling Requests

If you need to cancel a scheduling request on a ticket that's not being close, you can do so via the Insites pane on the ticket. Alternatively, you can cancel the appointment from the TZ dashboard https://app.timezest.com/ as follows:

Scroll down to Scheduling Requests. This is a running log of all scheduling requests made with TimeZest: 





Click the cancel button to cancel the request. This button will only display if the scheduling request hasn't yet been scheduled, or if the scheduled appointment time is in the future:

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Proceed through the TZ steps to confirm the cancellation.

For more information: https://help.timezest.com/en/articles/6864409-the-timezest-dashboard . See the section called Canceling Scheduled Appointments / Sent invitations



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