System Overview
A high-level look at how the Scheduler system works.
To understand how Scheduler works, it's helpful to be familiar with its core concepts. This section provides a high-level overview of the key components of the Scheduler system.
The entire Scheduler experience is built around the idea of Workflows. A workflow is a complete, self-contained configuration that is tailored to a specific use case within your business. For example, you might have one workflow for "Sales Demonstrations" and another for "Service Callouts."
Each workflow defines a set of rules and mappings that govern how appointments are booked. This includes specifying the source of the booking request (e.g., a Lead in Zoho CRM) and the destination where the booking information will be stored (e.g., a Deal in Zoho CRM).
The following pages in this section will provide more detail on each of the core concepts that make up a workflow.