archives

For Sumo event module, there currently is not assignment engine options that exist for the appointment scheduler options. Would be beneficial to introduce so that if there are multiple hosts available for the same time slots, it doesn’t continuously default to the same host every time.

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Appointment Scheduler Templates list the users who can be scheduled. Inactive users can’t be and should not appear on these lists.

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I would like to ability to select specific dates for recurring appointments like there is for SUMO Events.

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As an admin I would like to set it so that users cannot schedule appointment using the new appointment feature same day. I would like the limits that apply to the Online Scheduler and Invite Links to also apply to New Appointment

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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.

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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.

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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

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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.

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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.

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