Critical Setup Requirements
Essential configuration steps that must be completed before Scheduler will work correctly.
Your workflow will not function correctly until all three requirements below are completed. If you see no slots when searching, or slots appear that should already be booked, check these settings first.
Before Scheduler can find and display accurate appointment slots, you must complete three critical configuration steps. Missing any of these will cause the application to behave unexpectedly.
The Three Critical Requirements
1. Map All Required Fields
In the App Field Mapping section of your workflow settings, you must map all required fields. These include:
Source Module Fields:
- Booking agent
- Input street / city / postcode (postcode is essential for drive time calculations)
- Customer email
Destination Module Fields:
- Field agent
- Booking date time
- Booking end date time
- Output street / city / postcode
If required fields are not mapped, Scheduler cannot properly read source data or write booking data to your CRM. This will cause bookings to fail or save incomplete information.
Learn more about mapping App Fields
2. Assign at Least One Field Agent
In the Field Agent Selection section, you must select at least one CRM user as a field agent.
If no field agent is selected, Scheduler will show zero slots. This is because the application has no calendars to check for availability. You must assign at least one field agent for slots to appear.
When you search for slots, Scheduler checks the calendars of your selected field agents. If no agents are selected, there is no availability to display.
Learn more about selecting Field Agents
3. Define Existing Booking Filters
In the Valid Appointment Filter section, you must define what constitutes an existing booking in your CRM.
If no existing booking filters are configured, Scheduler assumes you have no existing bookings. This means all slots will appear as available, even times that are already booked. This leads to double-bookings and scheduling conflicts.
The filter tells Scheduler which records in your destination module should be treated as confirmed appointments. For example, you might filter for records where "Deal Stage" equals "Booked" or "Confirmed".
Without this filter, Scheduler cannot see your existing appointments and will present every slot as available.
Learn more about defining Valid Appointment Filters
Troubleshooting Common Issues
"I see no slots when searching"
Check these settings in order:
- Is a field agent selected? Go to your workflow settings and verify at least one user is selected in the Field Agent Selection section.
- Are required fields mapped? Ensure all App Fields are mapped correctly.
- Is the postcode valid? The search postcode must be within your configured drive time limit from your field agents.
"All slots appear available (no existing bookings showing)"
This almost always means your existing booking filter is not configured:
- Go to your workflow settings
- Navigate to the Valid Appointment Filter section
- Define the criteria that identify a booked appointment (e.g., Deal Stage = "Booked")
"Bookings are not saving correctly"
Check your destination module field mappings:
- Verify all destination fields are mapped
- Ensure the mapped CRM fields exist and have the correct field types
- Check that the Field Agent field is mapped to a User Lookup field
Quick Checklist
Before going live with Scheduler, verify:
- All required App Fields are mapped (source and destination)
- At least one field agent is selected
- Existing booking filter is configured
- Test booking completes successfully
- Existing appointments appear as blocked slots
Need Help?
If you have completed all three requirements and are still experiencing issues: