New updates and improvements to cogsworth

  1. Want to automatically send your recorded Zoom meeting to your Zoom meeting attendees?

    First make sure you reconnect your Zoom account if you already have a Zoom connection with Cogsworth.

    This can be done by following these instructions:

    Screen Shot 2021-08-21 at 10.08.26 am

    Screen Shot 2021-08-21 at 10.10.10 am

    If you are connecting Zoom for the first time, then please follow the instructions here.

    Once your connection is authorized, then head into your notifications and scroll down to the post appointment notifications.

    Screen Shot 2021-08-21 at 10.13.07 am

    From there, you will be able to either edit a template or create a new template, inside the edit mode of the template, you will find the {{zoom-recording-url}} place holder.

    Screen Shot 2021-08-21 at 10.14.00 am

    Please copy it and paste it into your text body above.

    All done!

    Now what will happen is that after the meeting is concluded, if there was a recording, that placeholder will redirect to a Cogsworth page which will show the passcode to access the recording.

    Note, Zoom takes some time to generate the recordings, so it might make sense to stagger the post appointment notifications at least 30 min after the appointment to allow for particularly long video encoding.

    Screen Shot 2021-08-18 at 18.28.21

  2. What happens when you need multiple staff / resources available at the same time to conduct a service?

    Cogsworth has in the past solved this with team bookings, wherein you could have selected a primary staff /vresource and one or more secondary staff / resource. This would have only allowed the service to be bookable when both the primary staff / resource and ALL the secondary staff / resource were available.

    You can still do this, however, now there is greater flexibility.

    Screen Shot 2021-08-05 at 4.56.00 pm

    Now, you can actually have a situation where you can have multiple primary staff / resources match with any number of secondary staff / resources.

    Example: You have 10 instructors and 5 rooms. And you need the instructors and rooms to be booked at the same time for a seminar.

    Solution: You set your 10 instructors as your "primary" staff" and you set your 5 rooms as your secondary staff.

    You would also set the field "required additional staff" to 1 - which tells the system match any 1 primary staff / resource to any 1 secondary staff / resource.

    Screen Shot 2021-08-05 at 4.59.44 pm

    This can be seen below.

    Screen Shot 2021-08-05 at 5.04.09 pm

    You can use the "additional staff required" dropdown to control how many secondary staff have to be in the same meeting.

    An example of this might be you have 10 doctors and 10 nurses. A doctor requires 2 nurses for an operating theatre. This is where you would set 2 to be the number of additional staff required.

  3. You can now create coupons and gift cards for customer redemption during the booking process! You can have these coupons redeemed via pre-payment via PayPal or Stripe or after the appointment.

    Screen Shot 2021-08-04 at 9.53.58 am

    What you can control with coupons:

    - Expiration dates (based on the date of making the booking rather than date of service)

    - Number of times the coupon can be used

    - Spend limit associated with that coupon e.g. $100 off with a spend limit of $1,000 would mean the coupon could only be used 10 times

    - You can manually switch coupons on and off

    - You can use coupons like gift cards - which will be explained below

    In depth how-to can be found here

  4. Showing your availability is great, but sometimes you want your customers not just be limited by the options they see in front of them. Sometimes, you might want to give them the opportunity to request a time that works for them.

    Don't worry, this feature does not automatically generate appointments. Instead, it allows customers to propose a date and a time as well as add a little explanation as to why they require this time and you will receive an email giving you the opportunity to approve this time or suggest yet another time.

    Documentation here:

  5. In the form builder, you can now add the following form fields:

    - Date picker (responds to the date setting in your biz)

    - Select multiple answers