GoMeddo Clean Install

Follow these instructions to perform a clean install and configure GoMeddo

1. Install GoMeddo.

You will find the latest installation link here: Install the latest version

Important! Make sure to always install “For Admins Only” and that Folders and Enhanced Sharing is enabled for Lightning Email Templates

If you receive an error that the install is failing because of either ‘(Booker25EmailTemplates) To create email template folders, enable Folders and Enhanced Sharing.’ or `(GoMeddoOrangeBlackFav) You do not have the level of access necessary’, please follow these steps.

2. Assign Licenses

Assign GoMeddo licenses and Permission Sets to any user in your org that will work with the GoMeddo calendar: 
https://gomeddo.atlassian.net/wiki/spaces/BPD/pages/426123

3. Remove Double Booking permission from System Administrator profile

This step is no longer needed in newer versions of GoMeddo, so if you don’t see this permission on the System Admin profile you can skip this step

When installing a package, Salesforce automatically assigns all custom permissions in that package to the System Administrator profile. This is fine for all permissions except the Double Booking permission, as this can give the impression that the conflict checking is not working. Only assign this permission deliberately to users who should always be able to double book.

  1. Go to Setup > Profiles

  2. Go to the System Administrator profile

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

4. Set permissions

Enable real-time calendar updates

Make sure relevant users see updates on the calendar in real-time: 

https://gomeddo.atlassian.net/wiki/spaces/BPD/pages/13991937

(Optional) Add Reservation Contact permissions

If you intend to link multiple Contacts to Reservations, follow this article: 

https://gomeddo.atlassian.net/wiki/spaces/BPD/pages/1493794832

5. Start configuring GoMeddo

Add Resources or Dimension records to your org

Resources

Define a Resource Type and Resource hierarchy for your org: 

Dimensions

Learn how to use our

Set up the reservation titles and hovers

Define what information should be shown on the Reservation blocks and the Reservation hovers

6. Migrating to a Sandbox

If you have GoMeddo installed on your production org, and you create a partial sandbox, GoMeddo will most likely not work properly. This is due to not all configuration records being copied to the sandbox. If you want to maintain your production org's GoMeddo configuration, there are several options:

  1. Create a full copy sandbox.

  2. Create a partial sandbox and migrate all your GoMeddo config data from production to the new sandbox.

  3. Create a partial sandbox and reset the GoMeddo config data

The last option is fairly low effort and can be enough if you only want to test certain functionality. How to reset GoMeddo's configuration is described here: