How to Set Up Scheduler from Scratch: Minimal Viable Configuration скачать в хорошем качестве

How to Set Up Scheduler from Scratch: Minimal Viable Configuration

In this video, we set up Scheduler from scratch and take it from an empty account to a fully functioning appointment booking system. This is a practical, minimal viable setup walkthrough. We focus only on the essential settings required to get Scheduler working end to end, without diving into every advanced configuration option. 🔧 What this video covers: Initial Scheduler setup Connecting Zoho CRM Creating field agents and availability Basic drive time and booking rules Producing a working booking flow from start to finish By the end of the video, you will have a live Scheduler instance capable of booking real appointments for field agents. This walkthrough is ideal if you want to get up and running quickly before refining or expanding your configuration later. 📌 Get started: Start a 14-day free trial via the Zoho Marketplace Visit scheduler.so for demos, integrations, and documentation Subscribe for deeper configuration and optimisation tutorials #Scheduler #ZohoCRM #FieldService #AppointmentBooking #saas Chapters: 00:00 Overview and setup goals 01:05 CRM requirements and field setup 06:26 Workflow creation and mapping 10:22 Triggering the scheduler from CRM 12:26 Live booking and CRM results