Currently the label of the notes field on the online scheduler Additional info tab is “Note for participants”. We would love to be able to change that customer-facing label.
Currently the label of the notes field on the online scheduler Additional info tab is “Note for participants”. We would love to be able to change that customer-facing label.
In User Availability, make the headers stay when user scrolls down the hours table. Also, most customers won’t be scheduling at 2AM. Set default start time where this table will load, to relieve us from scrolling so much.
The online scheduler creates a contact and an account to own it. The Contact tab allows contact fields but the only account field it allows is Account Name. That may work for corporate clients and for person accounts, but we use a household account model (NPSP) that automatically creates a contact’s account and names it. […]
If a user opens Invite Manager on an account with the New Appointmnet button, the participants field searches all contacts in the database. So if it’s Jim Larson and there are ten Jim Larsons in your database, it may be hard to know which one to invite. You could filter that lookup to contacts under […]
If a field has only one available value, pre-select it (service, location, user).
https://cep.sumoscheduler.com/faq/admin-faq/#4403, should say which customizations are available to deploy in change sets. https://cep.sumoscheduler.com/faq/admin-faq/#4208 should say that custom fields must be included in fieldset Process Matching Fields.