Complete Settings Walkthrough

This comprehensive video covers every setting available in Scheduler, explaining what each option does and how to configure it for your organisation.

What You'll Learn

This in-depth tutorial covers:

Initial Setup

• Installing Scheduler from the marketplace
• Signing in as an administrator
• Starting your free trial

Workflow Configuration

Source and Destination Modules

• Source Module: Where appointment requests originate (e.g., Leads, Contacts)
• Destination Module: Where booking data is saved (e.g., Deals, Accounts)
• Understanding lead conversion when source and destination differ

Field Mapping

• Mapping required fields (Booking Agent, Street, City, Postcode, Customer Email)
• Destination module fields (Field Agent, Appointment Date/Time, Source Record ID)
• Syncing CRM fields after making changes

Booking Agent Data Entry

• Adding fields for agents to complete during booking
• Configuring notes and additional information fields

Default Field Values

• Setting up automatic field values for every booking
• Hard-coding values that don't require agent input

Booking Form Preview

• Customising which fields are visible to booking agents
• Setting field order in the booking form
• Enabling/disabling field editing

User Management

Field Agents

• Selecting which CRM users perform field appointments
• Understanding field agent availability

Workflow Users

• Controlling who can use each workflow
• Managing access across multiple workflows

Administrators

• Defining who can edit and manage workflows

Time Settings

Days in Advance

• Setting how far ahead appointments can be booked
• Limiting booking windows for sales teams

Agent Time Block

• Enabling time blocking for field agents
• Blocking out holidays, sick days, or unavailable periods
• Using the "Timeblock" status in the Meetings module

Operating Days and Times

• Setting which days of the week are available
• Configuring appointment time slots (e.g., 10am, 1pm, 4pm)
• Adjusting appointment duration

Existing Appointments

Defining What Counts as a Booking

• Setting up filters to identify existing appointments
• Using status fields or date/time fields as criteria

Appointment Tiebreak Rankings

• Handling double-booked scenarios
• Setting priority rules when conflicts occur

Full Day Block Rules

• Blocking entire days based on specific criteria
• Using geo-fencing for location-based rules
• Handling complex installations or remote locations

Notifications

• Setting up Slack webhook integration
• Configuring Microsoft Teams notifications
• Receiving alerts for customer actions

Templates

Email Template

• Customising the meeting invitation email
• Using placeholder variables for dynamic content

Calendar Invite Template

• Modifying the .ICS file attached to emails

Thank You Page Template

• Customising the acceptance confirmation page

Reschedule Page Template

• Configuring the reschedule request page

Default Meeting Title

• Setting the default title for calendar events

Actions

Customer Accept Actions

• Sending notifications when customers accept invites
• Sending confirmation emails
• Updating CRM meeting status to "Invite Accepted"

Reschedule Actions

• Handling reschedule requests
• Notifying administrators of changes

Synchronisation

• Understanding automatic sync triggers
• Manually triggering CRM synchronisation
• Keeping appointment data up to date

Next Steps