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1. GoMeddo license (only required on Production orgs, you can skip this step on Sandbox orgs)

2. A Profile or Permission Set with Read and Create on Lead and/or Contact & Account, depending on the required functionality

3. GoMeddo Admin Permission Set

4. GoMeddo Widget & Integration Permission Set (previously B25 Landing Page)

5. Permission Set for Reservation Contact

6. Custom Permission Set with under System Permissions:

   1. API Enabled

   2. API Only User (only available in Enterprise Edition)

   3. Password Never Expires

7. Make sure to assign a licence to this user (this depends on the environment type).

First time setup

1. Go to welcome.GoMeddo.com

2. Fill in a name that you will remember

   1. If you already have a Widget configuration, you can access it via https://welcome.GoMeddo.com/business/<yourwidgetname>/configure/settings/

3. Log in with the API User you created

4. Click Allow

5. Press Create new App in the bottom left corner

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