Allow us to schedule meetings on our end
complete
Kari Silverberg
LOVE this!!! Thank you!!!
Geoff Mina
complete
This is complete and live in your latest update.
Geoff Mina
in progress
B
Brook Lefkowitz
Geoff Mina YESSSSSSSSS!! THANK YOU!! I can't begin to express how happy this makes me!
R
Ranessa Hendrix
Geoff Mina Yessssss!! I’m needing this so much! Thank you!
Geoff Mina
planned
Geoff Mina
Merged in a post:
Schedule from Client Account
Kari Silverberg
I sometimes schedule when I'm in a meeting with someone and I would like to be able to go to the meetings tab in their account, click '+', and have it auto-fill all the demographic info, schedule the meeting and have the client receive confirmation in a few quick clicks.
Geoff Mina
Merged in a post:
One-off or "god mode" meeting that ignores scheduling limits
A
Angela Zachary
Sometimes I get last-minute consultation requests, but I can't schedule them because of the parameters I've set on the scheduler (the "don't schedule before" or "how close to start time can clients schedule?" settings). I need the parameters for regular use, but sometimes I need to go around them. I've had to use Gmail or Calendly in these instances, and the opportunities don't transfer to Moxie.
I want to be able to use an existing scheduler but book a meeting/allow someone to book a meeting outside the limits I've set, without impacting the original meeting scheduler.
Geoff Mina
Merged in a post:
Clients and meetings disconnect
G
Geoff Brandt
The only usability issue I have so far with the UIX is if I want to schedule a meeting with a client, I have to back out of whatever I'm doing to the Home Screen, click a quick link, then go back to what I was doing (which is usually an email which I now have to start all over) and paste in the scheduler link.
My request is to either add the Quicklinks box to the Client screen and/or add a "meeting" link to the drop down from the red "+" menu.
Or, even add the Quicklinks dropdown to the email creation panel itself.
The number of clicks to create a meeting would be reduced regardless of which methof is employed.
Geoff Mina
Merged in a post:
Rescheduling Meetings with internal calendar?
B
Brook Lefkowitz
I'd like to be able to manually reschedule meetings from within Moxie using the "internal calendar". Currently if I click to "reschedule" a meeting in moxie it gives me the client-facing calendar. Can we get it to default to the internal calendar from within moxie?
OR can we have a way to save ourselves if we mess up without sending an excessive amount of emails? I schedule a lot of my client's appointments. Sometimes I mess up. I set an appointment for 3:30 instead of 3:00 for example. Now I have to cancel that appointment, and reschedule a new one. That's 3 emails on top of whatever might be firing off on my automated pipeline process. It would help to be able to control this a little bit somehow. Thank you :)
Geoff Mina
Merged in a post:
Book / Use Scheduler on the backend and create/assign client to meeting
Greg McColl
It would be great to be able to book a meeting on the backend within a client record rather than having to book and enter details manually "as if" you're the client on the front end, manually copying and pasting all their details - it would be a huge time saver.
Being able to schedule on the backend / in client record / or a drop down on the internal link that assigns the client details into a meeting would be a great addition and save sooooo much time.
B
Brook Lefkowitz
I'd really like to see this feature. I run a mostly mobile business so I am using the mobile app when with clients. Most times I am having to add meeting to Google Calendar, then add them into Moxie later that evening by opening the meeting link, then going back to find each client's information one by one. It would be REALLY nice and a huge time and headache saver to have a way that we can schedule meetings for clients from our end that ALSO works in the mobile app...
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