Installation
https://documentation.gomeddo.com/widg/booker25-widget
How to demo
Video
Walkthrough
Mention how to install the latest version of GoMeddo and refer to the Documentation
Essential setup in Salesforce
Demonstrate a simple Resource setup
Make it API visible
Set up price and price calculation for the Resources you intend to use
Set up or highlight the Reservation type intended to use in the demo
Set up description and picture for the Resources you intend to use (can easily access the required fields in the Salesforce Inspector Chrome Extension
Essential setup steps in the Widget setup UI
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This page explains the steps needed to demo the GoMeddo Widget. If you have any questions or remarks, feel free to reach out to presales@gomeddo.com! |
1. Install GoMeddo
Start with installing GoMeddo and performing the clean install configuration.
You can also verify if GoMeddo is already installed:
Go to Setup
Go to Installed Packages
Search for GoMeddo
2. Install the Widget extension
Next, install and configure the widget as explained here.
You can also verify if the widget extension is already installed:
Go to Setup
Go to Installed Packages
Search for GoMeddo Widget & Integration
3. Configure the widget
Login to the widget configuration page
In the menu, go to Reservation Settings and disable the ‘Use reservation contacts’ checkbox
Go to Resource Settings, where you can select the Resource Type that you would like to reserve
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Select the default Reservation type/status that the widget should create in Salesforce when used
Disable the reservation contacts checkbox
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Select whether the widget should create a Lead or Contact from the details submitted by the end user
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Define time slot lengths and increments
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Set up Colours (hex code) and Logos (image URL)
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Mention the code snippet and mention that the integration of payments is possible
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Select Translations - emphasise you have to select one
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Go to Styling Settings, where you can set up Colours (with using the hex code of the chosen colour) and Logos (with using the image URL)
In the menu, go to Translation Settings - here you have to select one translation. Otherwise an error occurs in the widget (for default, select English)
Under the translation settings section, you can find further options for text setup (texts that you can see within the widget (eg.: support email address). In this section you can easily search with CMD+f or CTRL+f after looking at the widget and
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finding a text that you want to change
4. Create
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a website
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We typically use Glitch to quickly create a web page with a full screen screenshot of an existing website, but feel free to use your own tools or Salesforce Experience Cloud. |
Go to https://glitch.com/
Create an account and create a new project
Select the glitch-hello-website option
You can use this HTMLandCSS for the website
You will need a long website screenshot
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You can use the following code for the website
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to serve as the example website. We typically use the GoFullPage extension to create this screenshot
Upload the screenshot in the Assets folder of Glitch
Use the image’s URL in the HTML code we provided in step 4:
On the widget configuration page, go to Widget Code Settings and copy the ‘code snippet’ from the widget setup UI into the HTML script as also seen in the HTML script above.
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Or have a look at this article for more information on how to place the widget on your website.
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5. Check your widget website and see how all the settings come to life
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Make a short recap what we set up
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See the Resources with their corresponding descriptions and pictures
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Test the flow and see how date picker generates available time slots from the calendar (it looks at the
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Lightning Calendar in
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Salesforce and checks availability
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of your Resources based on
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your conflict checking settings
Check styling - Logo, colours and texts within the widget
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Test Drive creating a Reservation
Make a reservation to test if there are any setup errors
Switch tabs back to your Salesforce environment
Go to your
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Lightning Calendar and
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check the new reservation that appeared in the system as the result of the widget