Implementation Checklist
A handy checklist to guide you through the setup process.
To help you get up and running with Scheduler as smoothly as possible, we have put together this implementation checklist. Work your way through these steps to ensure that you have covered all the essential configuration tasks.
-
Install Scheduler: Install the Scheduler extension from the Zoho Marketplace and sign in with your Zoho account.
-
Create/Select Your Workflow: Start with the default "Workflow 1" or create a new one to suit your needs.
-
Set Source Module and Postcode Field: Specify the module where your bookings will be initiated from and the field that contains the postcode for the appointment location.
-
Set Destination Module: Choose the module where the booking information will be stored. Enable the "Create meeting" option if you want to automatically create a calendar event for each booking.
-
Map App Fields: Map all the required Scheduler App Fields to your corresponding CRM fields.
-
Map CRM Fields: Ensure that all mandatory fields in your destination module are mapped.
-
Configure Booking Form: Customise the booking form with any additional fields that your agents need to complete.
-
Choose Field Agents: Select the CRM users who will be carrying out the appointments.
-
Define Valid Appointment Filter: Set up the filter that Scheduler will use to identify existing bookings.
-
Configure Slots Policy: Define the rules for your appointment availability, including the number of weeks ahead that can be booked, the available times per day, and the default duration of an appointment.
-
Configure Notifications & Retention: Set up your notification preferences and data retention policies.
-
Add Module Buttons or Install Chrome Extension: Add the necessary trigger buttons to your CRM modules or install the Chrome extension.
-
Test: Open a record in your source module, trigger Scheduler, and book a test slot to make sure everything is working as expected.