Calendar Meeting Location - drop down options when booking
complete
The ability for a customer to choose from a drop down list of possible meeting types/location options for a meeting would be great. I sometimes meet my customers at a cafe that's close to me or at their place of work. Then sometimes its a zoom call or just a phone call meeting. So the ability for them to choose what type of meeting and which location as well as day & time would round it off. EG- Drop down = Zoom, phone call, Customers address, Account location address (default meeting) Cafe location 1, Restaurant location 2, Custom (as last option).
Hope that makes sense.
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S
Swadha Bhoj
complete
M
Med-Wave Agenzia Marketing
Swadha Bhoj documentation?
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Matt Etline
Swadha Bhoj This feature works great - but there is a flaw. You cannot do this with a custom form. Can we have this fixed so it works with custom forms?
Bretton
I know its not a drop down, but I was able to get the calendar to show a customer location in the booking itself. I'm using a custom form that requests address, province/state, city and postal code/zip. In the calendar itself, I've used the short code {{contact.full_address}} which summarizes all of these and adds it into the calendar.
I know this doesn't accomplish this exactly, but its a small step!
If you'd like to see how I did it, message me in the HL Facebook group and I can send you a loom.
T
TXF LLC
Bretton how can we make it work?
I want to use a custom form, but keep that dropdown feature, any tips?
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Bretton Hammond
TXF LLC I dont think that functionality works unfortunately. My understanding is that you need to use the default form to utilize the drop down.
K
Keith Besherse
Abhishek Chauhan, here are a couple more requests for the same function:
Bretton
Keith Besherse speaking with support today, unfortunately its unlikely this will happen in the next quarter.
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Keith Besherse
of course Bretton, that is the way these things go with HL.
New, cutting-edge, shiny features get attention while core functions of the user interface languish.
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Keith Besherse
For in person meetings:
“Business Location” (pull from Business Settings)
“Your Location” (required field, pull from Contact record, if blank the Contact will need to enter an address)
“Other Address” (required field the Contact will need to enter an address)
Bretton
Keith Besherse Haha I guess we were wrong. They just launched this feature today!
K
Keith Besherse
Bretton!
Sometimes it feels good to be wrong!
Sheila Bella
Do we have any updates on this one?
K
Keith Besherse
Sheila Bella, don't hold your breath. HL rarely, if ever, responds to requests for status update.
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K'Lee Terrazas
Yes!! Requested this too for service businesses that go to customers homes basically it needs to mirror Google calendar it's the BEST calendar out there simple does all the things etc
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Seamus Reynolds
Is there an ETA on the Calendar Meeting Location drop down selection? A client is hanging on to Calendly because he feels this is a significant part of his workflow that he can't achieve yet.
K
Keith Besherse
Seamus Reynolds, don't hold your breath. HL rarely, if ever, responds to requests for status update.
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Krystal Middleton
Do we know when this is going to be live? Would love to use this ASAP!
K
Keith Besherse
Krystal Middleton, don't hold your breath. HL rarely, if ever, responds to requests for status update.
J
Joshua Zhang
Please enable drop-down options selection by branch for service calendars!
Option should select assigned staff location by default if no branch is selected.
Currently, {{appointment.meeting_location}} automation breaks when sending out template email/sms/whatsapp remainders for service calendars.
Client has a mixture of physical service and online events.
C
Cooper Stephenson
Very much needed! booking in multiple clients into one calendar where some may come to our office, some might zoom call, phone call etc, I am currently using the method shown by Noah below, but this does not change the location in the calendar booking the customer receives - the ability to do this is crucial!
D
Drop Linker
Scheduling a driving lesson for by location and managing an efficient route for a driving instructor and combining more than one student in the same area. This will prevent the driving instructor from returning to the same area several times, which will streamline daily management and save costs for the customer ( driving instructors).
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