Follow these instructions to perform a clean install and configure GoMeddo
1. Install GoMeddo.
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If you receive an error that the install is failing because of either ‘(Booker25EmailTemplates) To create email template folders, enable Folders and Enhanced Sharing.’ or `(GoMeddoOrangeBlackFav) You do not have the level of access necessary’, please follow these steps.
2. Pre-requisites
Make sure Lightning Web Security is enabled in Sessions Settings
Make sure Folder and Enhanced sharing is enabled in Lightning Email templates.
3. Assign Licenses
Assign GoMeddo licenses and Permission Sets to any user in your org that will work with the GoMeddo calendar:
Assign Licenses & Permission Sets
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4. Remove Double Booking permission from System Administrator profile
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This step is no longer needed in newer versions of GoMeddo, so if you don’t see this permission on the System Admin profile you can skip this step |
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Go to Setup > Profiles
Go to the System Administrator profile
Under the Custom Permissions section, remove B25.Allow Double Booking
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5. Set permissions
Enable real-time calendar updates
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Add Reservation Contact permissions
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6. Start configuring GoMeddo
Add Resources or Dimension records to your org
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Customise the Reservation fields shown on the calendar and hovers
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7. Migrating to a Sandbox
If you have GoMeddo installed on your production org, and you create a partial sandbox, GoMeddo will most likely not work properly. This is due to not all configuration records being copied to the sandbox. If you want to maintain your production org's GoMeddo configuration, there are several options:
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