Client-Specific Schedulers Based on Client for Client Portals
A
Ashley Lawson
Currently, our client portal has a one-size-fits-all approach to scheduling, offering the same scheduler we enable to all clients. It would be helpful to develop a more tailored approach where we can tailor which clients see which scheduler. This customization will enable a more relevant and streamlined scheduling experience for each client, ensuring they have access to the appropriate appointments related to their specific service. Implementing this feature will enhance operational efficiency and improve client satisfaction by providing a more personalized and relevant user interface.
Kay Kraggerud
Absolutely! It looks cluttered when it doesn't have to, and confusing to some clients. (I operate with two tiers of clients with different needs)
K
Krissa Trujillo
This would be great! I'm in MST timezone but I have a client in KST(16 hours ahead). I created a scheduler with times just for them but if I add it to the portal, it's there for everyone. It'd be nice to have a scheduler dedicated to their time zone in their client portal only.
I really don't want US clients scheduling meetings at 8pm if they don't need to be.
B
Blessing
I mentioned something like this a while back. I'd love see tags as an organizational and filtering feature. This way I can tag any scheduler, form, agreement, etc. So when I'm in the client portal, I can map resources by tag to the portal. For instance:
Schedulers:
Weekly Checkin #retainer
Quarterly IT Project Planning #quarterly-retainer
Coaching Session #founder-coaching
Training Session #training
Ticket:
Bug Report #system-builds #website-builds
Agreement:
Change Order Request #system-builds
Workflow:
When a project with tag #founder-coaching is created:
-> add #founder-coaching schedulers to the client portal
When a project with tag #quarterly-retainer is created:
-> add #quarterly-retainer schedulers to the client portal
-> add #system-builds tickets to the client portal
When a project with tag #coda-build-out is created:
-> add #training schedulers to the client portal
-> add #system-builds tickets to the client portal
-> add #system-builds agreements to the client portal