Skip to main content
Skip table of contents

GoMeddo Demo Kit

1. Overview

GoMeddo (formerly Booker25) 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.

With this SE Demo Kit, our aim is to give you the best tools for your demo scenario. Wether your demo is tomorrow or next month, we have the solution for you to get the most value for your time!

Screenshot 2024-01-18 at 16.31.42.png

GoMeddo Business Cycle


2. GoMeddo or Salesforce Scheduler \ Field Service Lightning?

This is one of the first questions we get: ‘why GoMeddo and not Salesforce Scheduler or Field Service Lightning?’ Simple really: every use case will require specific tools and technology, where one may be a better fit than the other.

Let’s try to make it as simple as possible with a few examples below: sales, events & healthcare, as well as a general overview of GoMeddo in different other areas.

Finally, you can also have a look at this page for a more detailed comparison.

Sales comparison
Screenshot 2024-01-18 at 16.42.32.png

Sales use case comparison

Events comparison
Screenshot 2024-01-18 at 16.42.40.png

Events use case comparison

Healthcare comparison
Screenshot 2024-01-18 at 16.42.50.png

Healthcare use case comparison

General overview
Screenshot 2024-01-18 at 16.43.04.png

GoMeddo general overview


3. Demo options

Explore various options for obtaining a GoMeddo demo

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:

Option

Pro’s +

Con’s -

1. Preconfigured demo org:
Get a preconfigured standalone demo org.

Get it now!

  • Get up and running extremely quickly, you can demo GoMeddo within 30 minutes.

  • No setup required

This is a new and standalone Salesforce org, meaning no direct integration with other demo parts you may already have somewhere else.

2. Demo from your own org:
Demo GoMeddo in your own SDO, Sandbox or Developer org. We provide demo data for common use cases.

Get it now!

  • Integrated with your own org, so you can easily demonstrate a complete business process from one org.

  • Demo kit app let’s you quickly deploy demo data.

There aren’t any really 😄 You’ll just need to bring along your own org.

This is the way

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.

https://vimeo.com/819106541

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!


4. Preconfigured demo

Get a fully configured GoMeddo demo org that you can use to quickly demonstrate the product

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:

https://youtu.be/iidDsdURw7g


5. Demo from your own org

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

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.

The steps below are a simplification of the full installation process.

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

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

  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:

Screenshot 2024-01-22 at 21.17.25.png

5.4 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!

5.5 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.


6. Resources

Any resource you need for your presentation and/or demo such as an intro text, logos and slide decks

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 deck

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

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.


7. GoMeddo extensions

Add more functionality using one of the GoMeddo extensions such as the widget

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.


8. Unlocked (demo) packages

Quickly install commonly used (demo) functionality in your org

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

Example

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.

The ‘Provide Availability’ Lightning Screen Flow is shown in the red box

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.

Example PDF

More Info

8.4 Public holiday downloader

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

GoMeddo Public Holiday Downloader

More Info

8.5 Opportunity Products

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

Screenshot 2024-02-26 at 10.37.02.png

Opportunity Products

More info


9. Customer Success Stories

You can find customer success stories on our website. Here, you can find selected customers from various industries who have shared how they use GoMeddo in their day-to-day processes.

GoMeddo is industry-agnostic, with use-cases in almost every industry. Feel free to reach out whenever you need more information around how we support various industries.


10. Contact us!

Do you need our support? For instance, if you're responding to a Request for Proposal (RFP) and require specific input, or if you're working with a customer and need assistance in building your demo. Please reach out to us through one of the following channels:

Pre-Sales Support

Technical Support

Reach out to our Pre-Sales Support for any help with your demo, quote or RFP.

Reach out to our GoMeddo Support for any help with configuring GoMeddo.


JavaScript errors detected

Please note, these errors can depend on your browser setup.

If this problem persists, please contact our support.