Currently, SUMO Scheduler only supports contact or Lead collection forms. However, it would be great if it collects data and can route it to different objects without additional flows.
Board: Ideas
Create a way to store the availability (or unavailability) for the primary participant so when you go to the instant booker, the available times show both the host and the participant’s availability.
I will like the ability to clone a recurring series of appts. I schedule customers for a year at a time and would like to easily extended or clone that series to occur for another year.
I would like the ability to easily set up additional reminders. Add additional email and sms reminders in the SUMO admin settings without having to create a flow to achieve this.
It would be helpful to have the Alternate Name field available to set on the User Settings tab, similar to adding the Zoom link. It would also be helpful for users who do not have Salesforce permissions to the User record to be able to save these values. SUMO users who are SUMO Admins should […]
When you schedule an appointment with more than one participant, it only shows in the activity log for the primary participant. The secondary (and/or all other participants) do not show the appointment on their individual record For example: you book an appointment for a husband and wife. They have separate Salesforce person account records. It […]
Add a button or quick action that allows a user to quickly resend a confirmation email for an existing scheduled appointment.
I would like to be able to mark participants as a no show directly from the Multi Calendar.
We have a use case where a majority of our users use Zoom as the default platform for virtual meetings in their User Settings. However, some of the attendees in the meeting can’t use Zoom because it’s blocked by their IT department and they have to find an alternative platform like Google Meet or Microsoft […]