Coevera 4.4.0 introduces a brand-new Appointment Scheduler that lets contacts book meetings from a shareable Booking Page, adds Zoom and Microsoft Teams video calling to appointments, and gives administrators Advanced Permissions over profiles, reports, and dashboards.
The headline of this release is the brand-new Appointment Scheduler. Users share their availability through an external Booking Page link, and attendees pick a time that suits them — no back-and-forth email. Scheduler pages are managed from the Tools menu, support one-on-one or group meetings, and calculate availability from existing Coevera appointments and synced O365 or Google calendars. Booking links can be embedded directly into emails sent from Coevera, and every field on the booking confirmation form is available to Automatizer for personalisation. Alongside it, new Video Calling adds Zoom and Microsoft Teams meeting links directly to appointments.
Beyond scheduling, the Outlook add-in gains admin-configurable Other Fields, Recent Records in search, and one-click jump-to-record; emails sent from Coevera can now use any of a user's addresses rather than only the primary one; and additional products can be added to an Opportunity by copying an existing one. For administrators, Advanced Permissions bring access control to Profiles, Reports, Dashboards, Email Templates, and Form Views through a new Common Records tab on the User Role screen.
What we're proud of
The brand-new Appointment Scheduler lets you share your availability through an external Booking Page so contacts can pick a time that works for them. It handles one-on-one and group meetings, calculates availability from your Coevera appointments and synced O365 or Google calendars, and drops the booking link straight into your emails. Every field on the confirmation form is available to Automatizer for follow-up.
The Appointment Scheduler allows users to schedule meetings without the back-and-forth emails by sharing availability with one, or more, contacts/attendees via a link to an external Booking Page. Attendees can select from the displayed available times based on their preference(s).
There are two new Automation Hub items that can be enabled to activate Video Calling for Zoom Meetings.
When each user has activated the integration for their own Account in Settings › Apps, a new “Video Calling” widget will be visible on all Appointments in Coevera (NOTE that both will be automatically enabled in the Automation Hub for all customers on all tiers) .
In the Outlook Add-in, Admins can add additional fields to the form that displays in the right hand panel when creating new records. Most types of custom field can be enabled for addition to the Outlook Add-in when they’re created and then added to the bottom of the new record panel in the Add-in in a new “Other Fields” section.
The Outlook Add-in now also supports “Recent Records” when searching. Click into the “Search” bar and you’ll be able to easily access records you’ve recently opened when in Coevera itself.
Finally, when you create a record — a new Lead, for example — users can jump directly to that new record in Coevera to work on.
When sending emails from inside Coevera, you can now select which email address you want to use (not just primary email address).
You can now add additional products to an Opportunity by copying an existing Product rather than selecting “Add New Product” each time.
Advanced Permissions allows Administrators to manage access to Profiles, Reports, Dashboards, Email Templates and Form Views. These permission settings are accessed from a new Tab “Common Records” on the “User Role” set up screen.
Access rights › “write access” allows the user to create whereas “read only access to records” will prevent the user from creating but will allow them to see defaults and items shared with them. “Allow deleting owned records” lets the user delete what they created.
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