Quick Start Guide Video

This video walks you through the complete setup and installation of Scheduler, from a blank Zoho CRM organisation to processing your first booking.

What You'll Learn

In this video, you will learn how to:

1. Sign in for the first time - Connect Scheduler to your Zoho CRM account as an administrator
2. Set up required CRM fields - Add the necessary fields to your destination module (Appointment Start, Appointment End, Field Agent, Source Record ID)
3. Configure the Meetings module - Add the Current Status dropdown with required values (Invite Accepted, Timeblock)
4. Create your first workflow - Set up a leads-to-deals workflow as an example
5. Map your CRM fields - Connect Scheduler fields to your Zoho CRM fields
6. Select field agents - Choose which CRM users perform field appointments
7. Define existing appointments - Tell Scheduler which records count as confirmed bookings
8. Add a trigger button - Create a custom button in Zoho CRM to launch Scheduler
9. Process your first booking - Complete a full booking from start to finish

Key Concepts Covered

How Scheduler Works

Scheduler uses a data-in, data-out model:

• You trigger it from a record in Zoho CRM (source module)
• It finds available appointment slots near that record's location based on drive time analysis
• After booking, it saves data to your chosen destination module

Required CRM Fields

Before creating your first workflow, you need these fields in your destination module:

Meetings Module Setup

For calendar invites and time blocking to work, add a dropdown field called "Current Status" to the Meetings module with these values:

• A default value (e.g., "Meeting Pending")
• "Invite Accepted" - Auto-set when customers accept email invites
• "Timeblock" - Used to block field agent availability

Next Steps

After watching this video: