Launching Scheduler for the First Time
Your first steps with the Scheduler application.
After you have set up your Scheduler account and installed the necessary extensions, you are ready to launch the application for the first time.
When you first open Scheduler, you will find that a default workflow, named Workflow 1, has been automatically created for you. This is to help you get started as quickly as possible.
However, before you can begin searching for appointment slots and making bookings, you will need to configure this workflow to match your business's specific requirements. This involves setting up the source and destination modules, mapping your CRM fields, and defining your booking policies.
The next article in this guide will walk you through the process of configuring your first workflow.