archives

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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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 […]

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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.

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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.

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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.

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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.

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As a SUMO Admin, I’d like the ability to be able to export SUMO User Availability into a report that shows scheduled availability by user by interval for a specified duration.

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I would like to provide feedback concerning the cancel page from the cancel/reschedule link when an appointment has been canceled. Instead of the current state, the customer would like to see a page similar to the appointment confirmation page (without options for cancel/reschedule). This way the experience and branding would stay consistent for the customer […]

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We have several brands in our org and the sharing model is that members of a brand can only see records belonging to other members of their brand. When booking appointments though, users can see ALL SUMO locations (each brand has several SUMO Locations). We would like to control that list on the User or […]

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