Welcome to Appointiv. We built the app to be very flexible and handle customer requirements across a variety of industries and use-cases. The Configure section is where you customize the app for your business.
What to expect in this Guide:
- We'll walk you through a guided set up with a basic example. On each screen in this guide, look for a section with the title Steps in our Walkthrough Setup and follow the step by step instructions.
- There is a link to the next step at the bottom of each page.
- The end result we're going for is an example that requires a Service Provider and a Room to both be available before someone can book the appointment. This will allow you to test out the system and learn how it works.
- We recommend you go through this process all in one go before going back to fill in more details for your specific use-case. Our most successful customers tell us they have the a-ha moment once they fully set up and test their first appointment. Then you can go back and add more appointments and more complexity if needed.
Pro Tip: Always remember to hit the Save button whenever you make changes on any screen
First things first- How do I get to the Configure screen?
In Salesforce Lightning Experience enabled orgs without tabs:
In Salesforce Classic:
Pro tip: It is best to start at the top and go in order through the different steps on the Configure page. Even if you're coming back to add new Categories or Resources- it's best to keep going down the page after you create these new objects because some areas depend on information from steps above them.
Navigation: You can get back to the Schedule Manager or to the Resource Availability pages from links in the bottom tab called Navigation.
Once you finish setting up everything in Configure, you still need to add Availability for your Providers on the Schedule Manager screen so that they are available to take appointments.
Let's get started! Go to Step 1. Application Settings: Calendar hours and metadata