GoMeddo Demo Kit

Let's explore the various options for obtaining a GoMeddo demo. No worries, we support multiple ways for you to do that!

3.1 Overview

Currently, we have two options for giving a GoMeddo demo:

3.2 More information

Option 1: Preconfigured demo org

The quick solution! Details can be found here!

This is a great option if you're okay with using a standalone org for a quick demo. The org already has GoMeddo preinstalled and comes preconfigured with a demo setup. You can easily modify the Resource names to suit your business case and showcase additional Salesforce functionality.

The following video guides you through setting up the demo, which is as simple as filling out a form and waiting for the Salesforce confirmation email.

Option 2: Demo from your own org

The integrated solution! Details can be found here!

The advantage of this option is that you can demo GoMeddo directly in your own demo org. Since GoMeddo is a native Salesforce app, you can showcase the app's functionality with any data in your org. This makes it easy to build an end-to-end story around the use case or customer you are pitching.

3.3 Extensions

Have a look at our extensions to support your story. Currently explains how to setup the Widget for a demo, more to follow soon!

We’ve created a fully configured GoMeddo demo that you can use to quickly demonstrate the product. This will be a Salesforce 30 day trial org with a preconfigured GoMeddo 30 day trial on it. As it is a standalone environment, it won’t be integrated with any existing demo process that you might already have in your own demo org. If you are looking for that option, please see Demo from your own org.

This org environment will be available to you for 30 days. After that, the environment is removed by Salesforce. You can easily log a case with Salesforce Support to extend the org, and you can contact us to then extend the GoMeddo trial. Or feel free to create a new environment whenever you want.

4.1 Get demo

Fill in the form on this webpage, you will receive a 'Welcome to Salesforce' within 10-15 minutes. This will be a brand new org, that comes with GoMeddo preinstalled and preconfigured.

4.2 Video explanation

Have a look at this video for an explanation on how to demo:

Install a demo data package that will let you demo common GoMeddo scenarios from your own SDO, Sandbox, Production or Developer org. Or any org really 🙂

Need to demo right away with no prep time? Have a look at our preconfigured demo org.

5.1 Install GoMeddo in your Salesforce org

Spin up a Salesforce org (SDO, Sandbox, Developer or any other relevant environment) and Install the latest version of GoMeddo.

5.2 Assign Licences and permissions

GoMeddo License

You can skip this step if you're on a Sandbox

1. Go to Setup and search for Installed Packages

2. In the Installed Packages section, click on Manage Licenses next to GoMeddo

3. In the Licensed Users section, click Add Users

4. Add the users you want to use GoMeddo

GoMeddo Admin Permission Set

1. Go to Setup and search for Users

2. Click on the user you want to assign the permission set to

3. Scroll down to the Permission Set Assignments section

4. Click Edit Assignments

5. Select the GoMeddo Admin permission set and click on the Add arrow

5.3 Install GoMeddo Demo Kit package

Use this URL to install the package into an SDO, Production or Developer org

Use this URL to install the package into a Sandbox org

Make sure to select Install for Admins Only and Compile only the Apex in the package as in the screenshot below

1. After installation, go to AppLauncher and check that you have access to the GoMeddo Demo Kit app

   1. If you don’t, assign the GoMeddo Demo Kit permission set to your user

2. From the app, click Deploy under the relevant use case

3. We currently provide the following use cases, click through for more details and a demo script:

   • Rooms & Facilities

   • More coming soon 🙂

5.4 Support your story

Have a look at our general, education and healthcare slide decks to support your story.

5.5 Good to go!

You should now be good to go 🙂 We understand that you may still have some questions though, so feel free to reach out to us! We’d be happy to work with you towards a successful demo.

Also have a look at the Resources for slide decks, logos, and more!

5.6 Need additional configuration or extensions?

If you need additional configuration or distinct functionality not covered in the demo-kit package, check the collapsed sections below to get more information. Or just reach out to presales@gomeddo.com for a helping hand 🙂

Additional configuration

GoMeddo extensions

Have a look at our extensions demo guide.

Edit the Resource structure

Set up the Resource Types & Resources hierarchy

Define calendar titles and hovers

Customise the Reservation fields shown on the calendar and hovers

Remove Double Booking permission from System Administrator profile

You may need to do this if you are using an older version of GoMeddo. You will see a message on the Reservation Form informing you to do this if that is the case, else you can ignore this step.

• Go to Setup > Profiles

• Go to the System Administrator profile

• Under the Custom Permissions section, remove B25.Allow Double Booking

GoMeddo Documentation

Have a look at our extensive knowledge base for a real technical deep-dive into GoMeddo.

Any resource you need for your presentation and/or demo! Missing something? Have a look at Pre-Sales Support or let us know at presales@gomeddo.com!

6.1 GoMeddo intro text

Use the following texts as part of your presentations to quickly explain what GoMeddo does.

GoMeddo is the Salesforce native scheduling app with unlimited possibilities for all your resourcing and scheduling needs.

GoMeddo is a limitless scheduling and booking system for all industries and businesses of any size. From managing educational courses to gym classes, vehicle bookings to salon appointments, GoMeddo developers leverage the power of Salesforce to make any booking requirement a possibility.

Let’s free up resources, assets, spaces, people and customers and maximise their impact. GoMeddo supports a full business cycle, from planning and reservations to bookings and payments. And with all data stored in Salesforce you can easily (re)engage with your customers. It’s our mission to help organisations maximise their efficiency, user experience and grow their business.

6.2 Slide decks

General

Have a look at our general slide deck which also includes a visual representation of the GoMeddo Business Cycle.

Education

Use this slide deck for an Education use case.

Healthcare

Use this slide deck for a Healthcare use case.

6.3 Logos & Brand Guideline

Please use the following logos and choose the logo most appropriate for its application. If you need an alternative logo please contact us for guidance.

Brand Guidelines

6.4 Documentation

Become a GoMeddo Demo Master with our extensive knowledge base.

6.5 How-to Videos

Looking for video guidance on configuring basic GoMeddo functionality? We've got you covered! Our collection of informative videos provides step-by-step instructions to help you set up essential features in GoMeddo. Whether you're new to the platform or need a refresher, these concise and easy-to-follow videos will equip you with the knowledge to optimise your GoMeddo experience!

6.6 Demo Videos

Our demo videos provide a comprehensive overview of the various features, functionalities, and capabilities that GoMeddo offers. From seamless booking processes to intuitive user interfaces, these videos demonstrate how GoMeddo can transform your business operations and enhance your customer experience.

6.7 Release notes

Do you want to stay up to date with the latest releases and enhancements of GoMeddo and its extensions? Join our mailing list to receive timely notifications about all the new features, updates, and improvements we introduce to our platform.

To subscribe to our mailing list and start receiving regular updates, simply provide your email address through our subscription form. You'll gain access to exclusive insights, early access opportunities, and the ability to stay one step ahead with the latest innovations in the GoMeddo suite.

You can also check out the release note history here!

6.8 Quick Starts

Have a look at our Quick Starts for some pointers on how to use GoMeddo as an Admin and as a User.

GoMeddo comes with several extensions that you can use in your demo. We’ve tried to make comprehensive guides for each to help you get your demo up an running in no-time! As always, if you run into any issues or need any help, reach out to us at presales@gomeddo.com!

7.1 GoMeddo Widget

The widget let’s you easily expose Resource availability to a public website or mobile app. After configuration, a JavaScript snippet is generated that you can easily embed in a demo website. This article explains how to easily set this up.

Use the following unlocked packages to quickly deploy functionality

8.1 Waitlists

This package contains functionality to:

• Let your customers register for a Reservation as a Reservation Contact

• Let your customers cancel their registration

• Check if there is still space on the Reservation to decide if someone should be able to register, or should be placed on the waitlist

More Info

8.2 Provide Availability

This is a Lightning Screen Flow that let’s users provide their (un)availability, typically from an Experience Cloud site. Think of volunteers that indicate when they are available for charity work for example.

More Info

8.3 Quote / Invoice PDF

Easily generate a PDF from a Reservation record, containing details such as Account and Contact details, as well as booked Services. The PDF can be used as an invoice or quote for that reservation.

More Info

8.4 Public holiday downloader

Download public holidays provided by the https://www.openholidaysapi.org/en/ as unavailabilities for Resources in GoMeddo.

More Info

8.5 Opportunity Products

Create OpportunityLineItems for Resources and Services when creating a Reservation that is linked to an Opportunity.

More info