Chrome Extension Workflow

The Scheduler Chrome extension provides a simple and consistent way to launch the application from any record in your Zoho CRM, regardless of which edition you are using.

How it Works

Once you have installed the extension from the Chrome Web Store, it will automatically detect when you are viewing a record in one of the supported Zoho CRM modules (Leads, Contacts, Accounts, or Deals).

When you are on a record page, a Scheduler icon will appear in your browser's extension bar. Simply click this icon to launch Scheduler.

The extension will automatically pass the module and the record ID of the record you are viewing to Scheduler. This means that the application will open with the correct context, and you can immediately start searching for available appointment slots without any manual data entry.

The Chrome extension is the recommended way to use Scheduler for anyone on a Zoho CRM edition that does not support custom buttons, and it is also a great option for businesses that want a standardised way of launching the application across their team.

Installing the Chrome extension

1. Visit the Chrome Web Store and search for "Scheduler App Extension"
2. Click "Add to Chrome" to install the extension
3. The extension icon will appear in your browser toolbar

Using the extension

1. Navigate to any CRM record where you wish to trigger the application
2. Click on the Scheduler extension icon in your browser toolbar
3. The extension will automatically detect the record information and populate the booking form
4. Complete the booking process within the extension interface

When the extension is active, it will integrate seamlessly with your workflow and provide quick access to the Scheduler app functionality directly from your browser.