Installation guide

This page shows you the steps to get a handover configuration for Booking Engine up and running as quickly as possible.

Install

1. Download the Booking Engine Package
   A user with the appropriate permissions must install the Booking Engine package on to your org. You can find the package on the AppExchange.
2. Update Remote Site Settings
   In order to connect to calendars and meeting platforms, Booking Engine needs access to a number of remote sites. Access to these must be enabled from your Salesforce org.
3. Add Managed Package Licenses
   Each user (Organiser or host) of Booking Engine must have a Managed Package License assigned in order to use the application. See Salesforce Documentation for more information.
4. Add Permission sets
   Apply the appropriate permission sets to users on your org to ensure that they have the correct access to the application.

Configure for your use case.

Once you have performed the installation, you can then begin to configure the application for your use case. We have provided quick start guides to help you get up and running as quickly as possible.

Handover Quick start

Book With Me Quick Start

Web Forms Quick Start