What is Scheduler?
An introduction to the Scheduler application and its core purpose.
Scheduler is a powerful scheduling assistant designed for businesses that rely on coordinating appointments between telephone-based agents and field-based agents. If your business involves booking appointments over the phone for sales representatives, engineers, installers, or other mobile personnel, Scheduler is built to streamline your operations.
Key Functionality
At its core, Scheduler simplifies the booking process. From within a Zoho CRM record, a telephone agent can:
- Launch Scheduler: With a single click, the agent can open the Scheduler interface directly from a lead, contact, or deal in Zoho CRM.
- View Viable Slots: The application intelligently displays available appointment slots that comply with your pre-configured travel and timing rules. This ensures that bookings are efficient and realistic.
- Book in Seconds: The booking process is designed to be fast and intuitive, allowing agents to secure an appointment in a matter of seconds.
Once an appointment is booked, Scheduler automatically updates Zoho CRM, ensuring your data is always synchronised. It can also handle sending out confirmation emails and calendar invitations to clients, reducing manual work and minimising the risk of no-shows.
Scheduler is ideal for any UK-based organisation that uses Zoho CRM and has teams responsible for booking appointments for field staff. This includes, but is not limited to, sales teams, service and maintenance providers, and installation companies.