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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 doing the clean install configuration.

You can also verify if GoMeddo is already installed:

  1. Go to Setup

  2. Go to Installed Packages

  3. Search for GoMeddo

2. Install the Widget

Next, install and configure the widget as explained here.

  1. Mention how to install the latest version of GoMeddo and refer to the Documentation

    1. https://documentation.gomeddo.com/gmd/install-the-latest-version

  1. Essential setup in Salesforce

    1. Demonstrate a simple Resource setup https://documentation.gomeddo.com/gmd/set-up-the-resource-types-resources-hierarchy

      1. Make it API visible

    2. Set up price and price calculation for the Resources you intend to use

    3. Set up or highlight the Reservation type intended to use in the demo https://documentation.gomeddo.com/gmd/reservation-types

    4. Set up description and picture for the Resources you intend to use (can easily access the required fields in the Salesforce Inspector Chrome Extension

  1. Essential setup steps in the Widget setup UI

    1. Install the Widget extension package https://documentation.gomeddo.com/widg/booker25-widget-overview

    2. Select the resources that you would like to reserve

    3. Select the default Reservation type/status that the widget should create in Salesforce when used

      1. Disable the reservation contacts checkbox

    4. Select whether the widget should create a Lead or Contact from the details submitted by the end user https://documentation.gomeddo.com/widg/create-reservation-with-contact https://documentation.gomeddo.com/widg/view-leads-created-from-the-widget-on-the-reservat

    5. Define time slot lengths and increments

    6. Set up Colours (hex code) and Logos (image URL)

    7. Mention the code snippet and mention that the integration of payments is possible https://documentation.gomeddo.com/widg/how-to-use-the-booker25-widget-on-your-website

    8. Select Translations - emphasise you have to select one

    9. Mention text setup section that you can see below - in this section you can easily search with CMD+f or CTRL+f after looking at the widget and noticing a text that you want to change

  1. Create website using Glitch

    1. Go to https://glitch.com/

    2. Create an account and create a new project

    3. Select the glitch-hello-website option

    4. You will need a long website screenshot which you upload in the assets folder of glitch and use its URL in the html code of the website (insert it in the highlighted area below)

    5. You can use the following code for the website

      1. HTML: https://pastebin.com/ZQZFyCrr

      2. CSS: https://pastebin.com/t664cP1D

    6. Insert your code snippet you copied from the widget setup UI as seen in the HTML script above. https://documentation.gomeddo.com/widg/how-to-use-the-booker25-widget-on-your-website

  2. Go go to the ready widget page and show how all the settings come to life 

    1. Make a short recap what we set up

    2. Show the Resources with their corresponding descriptions and pictures

    3. Explain how its a ‘date picker’ from the calendar (it looks at the lightning calendar in salesforce and checks availability if the resources based on the settings in the previous step)

    4. Show styling - Logo, colours and texts within the widget

    5. Make a reservation

  3. Present the results in Salesforce (in the Lightning Calendar)

    1. Switch tabs back to your Salesforce environment

    2. Go to your lightning calendar and present the new reservation that appeared in the system as the result of the widget

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