Configuring Timezone Preferences for Global Scheduling

The Timezone Preference feature is vital for businesses that operate across multiple regions or serve clients in various time zones. This functionality offers enhanced flexibility in scheduling, ensuring both the business and the customer can select the most suitable time for their appointments. Mastering how to enable or disable this feature is key to optimizing your appointment scheduling workflow.

How to Enable or Disable Timezone Preferences

To configure the Timezone Preference settings within your CRM, follow these straightforward steps:

Step 1: Navigate to Business Configuration Settings

• Access the Settings menu from your CRM dashboard.

• Choose Business Configuration from the available options.

Step 2: Modify Timezone Preference

• Find the option labeled "Deactivate Contact Timezone."

• To deactivate the Timezone Preference, ensuring all bookings adhere to your business's primary time zone, tick the checkbox.

• To activate the feature, allowing customers to schedule appointments based on their local time zones, leave the checkbox unticked.

Key Considerations

• When the "Deactivate Contact Timezone" option is selected (checkbox ticked), all bookings will default to the primary timezone specified in Settings > Business Configuration > Time Zone.

• With the Timezone Preference disabled, customers won’t have the option to select a timezone when booking through the calendar widget, which simplifies the process for businesses operating within a single time zone.

Use Cases

• Global Businesses: Companies with clients across different time zones can benefit from enabling the Timezone Preference feature, which minimizes confusion and enhances scheduling convenience for customers.

• Localized Operations: Businesses operating within a single timezone may prefer to disable this feature to streamline the appointment process for local clients.

Troubleshooting

• If clients experience difficulties booking in their local time zones, check to ensure that the "Deactivate Contact Timezone" option is not selected.

• Verify that the time zone set in your Business Configuration settings aligns with your company's primary operating time zone.

Common Questions

• What if I change the time zone setting after appointments are booked?

  • Existing bookings will remain in the original time zone they were scheduled in. It’s advisable to inform your clients of any changes promptly.

• Can I adjust the time zone options visible to customers?

  • The CRM automatically identifies and displays time zones based on the customer’s location, eliminating the need for manual adjustments.