When booking an appointment using the Instant Booker from a contact or lead, pull in the address associated with the lead or contact to the in person meeting. The would eliminate copy and pasting or having 2 screens open to add the address.
When booking an appointment using the Instant Booker from a contact or lead, pull in the address associated with the lead or contact to the in person meeting. The would eliminate copy and pasting or having 2 screens open to add the address.
It would be great if we could set a maximum total number of appointments or hours per day, which takes into account both self scheduled appointments and those booked by our admin team. Currently in User Availability > Settings > Limit Self-Scheduled Appts Per User Per Day it only takes into account self scheduled appointments, […]
We require all communications to be logged on the contact. When an email invite is sent currently there is no record in the activity feed on the contact, so our team have to enter it manually. It would be great if it could log in the same way as other emails sent via Salesforce.
I would like to be able to have the date/time in confirmation and reminder emails show up in the timezone of the person the email is being sent to. For example, when the participant receives the email they will see the date/time in their timezone, while the email sent to the host will show the […]
It would be helpful to have the option to have the SMS reminder opt-in ticked by default, both when our admin team book on behalf of a client and when the client books online. Spam legislation varies by country, and in some countries you do not need to have an opt-in for SMSs that are […]
We have clients in a lot of different timezones. When booking an appointment for a client it would be very helpful to have the timezone default to the client’s timezone based on their address, or another field which stores their preferred timezone (timezonesidkey). This is particularly important when booking an appointment over the phone, as […]
I would like the ability to control what fields shows on what pages in the online scheduler. For the confirmation page you have the ability to add custom text I would like to display this in the additional info page.
Give participants the option of paying the full amount or paying half and have the amount they paid in Salesforce so a report could be run to send an invoice at a later date. SUMO would not be invoicing.