Selecting Field Agents
Learn how to select which of your CRM users are treated as field agents.
This is a critical requirement. If no field agent is selected, Scheduler will show zero available slots. You must assign at least one field agent for the application to work.
To ensure that Scheduler is only considering the availability of the correct personnel, you need to specify which of your Zoho CRM users are Field Agents. These are the users who will be attending the appointments that are booked through the application.
In the Field Agent Selection section of the workflow settings, Scheduler will pull in a list of all the users in your Zoho CRM. From this list, you can select the users who should be considered as field agents for the purpose of slot searching.
When a telephone agent performs a search for available slots, Scheduler will only check the calendars of the users you have selected here. The user IDs of the selected field agents are saved as part of the workflow configuration.
This feature allows you to control exactly whose availability is being checked, ensuring that you can manage the schedules of your field-based team with precision.