Understanding Workflows

A Workflow is the central concept in Scheduler. It is a self-contained configuration for a specific booking scenario. Each workflow brings together all the rules, mappings, and settings required for a particular type of appointment.

For example, a "Sales Demos" workflow might be configured differently from a "Service Callouts" workflow. Each workflow can define:

• Source Module: The Zoho CRM module from which the booking process is initiated (e.g., Leads, Contacts, Accounts).
• Destination Module: The Zoho CRM module where the new booking information is recorded (e.g., Deals, custom modules).
• Field Mappings: The rules that determine how data is transferred from the source module to the destination module, and how Scheduler's internal fields are mapped to your CRM fields.
• Search Rules: The constraints that control the slot search, such as maximum travel time between appointments and the time windows for available slots.
• Booking Form: The specific fields that a telephone agent must complete when finalising a booking.
• Slots Policy: The rules that govern the availability of appointment slots, such as how many weeks in advance bookings can be made and the specific times of day that are offered.
• Notifications and Meeting Creation: Settings for sending email notifications to customers and for automatically creating calendar invites and CRM meeting records.