Mogli Scheduler - Guide for Calendar Users

Your invited users will receive an email invitation to Mogli Scheduler. Each user will need to set up their meeting, add their calendars, and link them to their Salesforce.

Step 1 - User Creation

Create a Profile by setting up a Username and Password

Step 2 - User Connects to Salesforce

1. Navigate to the Mogli Conversation View on a Salesforce Record
2. Select Mogli Scheduler Icon
3. Click “Connect Salesforce and Scheduling User” button
   1. **Note: Doing this will redirect the user to app.mogli.com > it will update the User ID automatically 
4. Click Save

Step 3 - Creating Scheduling Links

Create Scheduling Links and Set Availability

Note: Refer to Scheduler FAQ to learn more about Meeting Types

Step 4 - Test 

To test setup, return to a Salesforce Record that shows the Mogli SMS Conversation View, select the Scheduler icon, and the user's personalized links should populate!