Clients receive notification every time that an appointment is changed such as when we are moving from one staff person to another. This creates confusion on the client’s part where they will think that we have cancelled their appointment instead of just moving it to a different staff at the same time and day.
We have appointment times for times that are other than on the hour or 15 minutes. It would be nice to be able to drag and drop no matter what the time frame was rather than having to go in and edit anything that isn’t on the hour, 15 after, 30 after or 45 after.
Be able to put in outcome of appointment-arrived, no showed, cancelled and for us being able to put in declined adopting, adopted when their appointment is complete
Limits would need to respect each other. Ex. If Daily Limit is 3 but Weekly Limit is 9, Host can be scheduled up to 3 appointments per day but once they reach a total of 9 for the calendar week, there may not be scheduled against until the next week and the limit clock resets.
I would like the ability to book internal meetings within SUMO. SUMO User to SUMO User with no contact or lead involved. Showing me the availability of all internal users I need for the meeting to be booked.
We would like the ability to enter start/end dates, or restrict recurring availability over a number of days/weeks/months. Use case: Admissions staff conduct student interviews during a defined period of time (say, 10 weeks). Generally, they offer the same time each week, but currently need to manually enter each individual day/time as a separate specific […]
When a user has availability at a location for a day that is not being displayed on the multi-calendar, would it be possible to not display that location? It becomes confusing when the users see all the locations.
We would like the ability to schedule appointments in the past. Sometimes an interview is conducted at a time outside of the scheduled time and the appointment is not rescheduled. This causes the correct time of the appointment to not be tracked.
I would like the ability to schedule an appointment without creating a contact in Salesforce. I would like to click New Appointment and add a SUMO user as the host and then just an email address as the participant without creating a contact or a lead.
Our users are really frustrated that there are no notifications for Classes when a customer is booked or cancels their attendance. There are options for emails to go to hosts, but only when they create an event, update it, or completely cancel it and these aren’t what our team is looking for.