Prerequisites and Account Setup
Everything you need to know before you start using Scheduler.
Before you can start using Scheduler, there are a few prerequisites you need to have in place. This guide will walk you through the necessary steps to get your account set up and ready to go.
In order to install the app, visit app.scheduler.so and log in with your Zoho CRM account.
The first user that logs in must be an administrator of your Zoho CRM account.
Once logged in for the first time, you will be presented with the home screen, offering you the option to start your first search.
Upon making your first manual search, you will be prompted to start your 7-day free trial. Once started, you will be able to begin using the app.
In order to use the app properly, you should trigger the app either from your CRM or from our Google Chrome extension.
Prerequisites
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Zoho CRM: Scheduler is designed to work seamlessly with Zoho CRM. While the custom button integration requires the Enterprise or Ultimate edition of Zoho CRM, the Chrome extension is compatible with all editions.
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Scheduler Account: You will need to sign up for a Scheduler account. You can do this by visiting app.scheduler.so and signing in with your Zoho account.
Account Setup and Free Trial
When you sign in to Scheduler for the first time, you will be prompted to start your 7-day free trial. To do this, you will need to enter your card details.
- Free Trial: Your first 7 days of using Scheduler are completely free, giving you full access to all the features of the application.
- Subscription: After the 7-day trial period, your account will be automatically converted to a paid subscription. You can choose between a monthly plan at £149 per month or an annual plan at £1499 per year.
- Cancellation: You can cancel your subscription at any time. If you cancel, you will not be charged for the next billing cycle, and you will continue to have access to Scheduler until the end of your current paid period. Please note that we do not offer refunds.