--- title: "Mogli Scheduler" slug: "scheduler" tags: ["Feature"] updated: 2026-04-30T15:44:30Z published: 2026-04-30T15:44:30Z canonical: "guide.mogli.com/scheduler" --- > ## Documentation Index > Fetch the complete documentation index at: https://guide.mogli.com/llms.txt > Use this file to discover all available pages before exploring further. # Mogli Scheduler ## About Mogli Scheduler Mogli Scheduler leverages Mogli Messages to allow your users to send their appointment availability across unique, branded links. --- ## Requirements - Mogli Scheduler requires [Blanca Peak (Mogli Version 5.103.1)](/user-guide/docs/release-notes-v5103-blanca-peak) or higher. - You must have purchased Mogli Scheduler with your Mogli plan to have this enabled. Contact your Mogli Account Manager if you are unsure of your product list. --- ## Getting Started When you are interested in starting your Scheduler journey, inform your Mogli contact or email [**help@mogli.com**](mailto:help@mogli.com). We will confirm your access, enable the feature, and email you to confirm you can begin the configuration steps below. ### Configure Custom Metadata | 1 | Navigate to **Setup** and search for **Custom Metadata Types**. | ![](https://cdn.document360.io/aabde203-b6df-4543-b557-999d7d8b937a/Images/Documentation/image(27)(1).png) | | --- | --- | --- | | 2 | Click **Manage Records** next to the **Mogli Integrated Object**. | | 3 | Select the first object and populate the corresponding fields under **Mogli Scheduler Parameter Fields**. **Repeat this step for all objects** that will utilize the Scheduler feature. *Note:* If you are upgrading to v5.103.1, you may need to manually add the Mogli Scheduler Parameter Fields to the **Mogli Integrated Object Page Layout**. | ### Authorize API & Webhook Setup | 1 | **Authorize Mogli API:** Navigate to the **Mogli Settings** or **Application Settings** and locate the **Mogli API** tab to authorize access. *Note: You must ensure the Mogli API is authorized for Scheduler to function.* | ![](https://cdn.document360.io/aabde203-b6df-4543-b557-999d7d8b937a/Images/Documentation/image(28).png) | | --- | --- | --- | | 2 | **Set up Webhook:** Navigate to the **Mogli Scheduler** Tab in your Mogli SMS App. Select **Get Started**. You should see a success message indicating your Webhook is configured. | ![](https://cdn.document360.io/aabde203-b6df-4543-b557-999d7d8b937a/Images/Documentation/image(29).png) | | 3 | An email will be sent to your inbox as an invitation to Mogli Scheduler, click on the invitation link. This will direct you to [app.mogli.com](http://app.mogli.com) and ask you to create a Profile. | ![](https://cdn.document360.io/aabde203-b6df-4543-b557-999d7d8b937a/Images/Documentation/image(31).png) | ### Admin Log In | 1 | Follow Prompts to create Username, Password and Profile. External User Id = Salesforce User ID set up for owner automatically *Your users will follow other instructions for their ID* | | | --- | --- | --- | | 2 | Set Domain - instructions on how to set a domain will appear. See CNAME Configuration below. *You cannot use the same domain as your Mogli URL links https://app.mogli.com/dashboard/domains (example: mogli.com - ‘root’ domain , scheduler.mogli.com - sub domain , scheduler.mogli.com/name - slug)* | ![](https://cdn.document360.io/aabde203-b6df-4543-b557-999d7d8b937a/Images/Documentation/image(33).png) | | 3 | Navigate Back to Salesforce Org. Create Tab (Setup > Tabs) > Named: Mogli Domains > New > Record type scheduler > Status = Active *If these fields are not visible, you can add them manually from object settings.* | ![](https://cdn.document360.io/aabde203-b6df-4543-b557-999d7d8b937a/Images/Documentation/image(32).png) | ### CNAME Configuration #### **Configure a Custom Domain** A custom domain can be a domain that you have purchased specifically for Mogli Scheduler, or it can be a subdomain of a domain you already own. You will need access to your domain via your domain provider, such as Go Daddy to create two CNAME records. External documentation to create CNAME records: [AWS](https://docs.aws.amazon.com/managedservices/latest/ctref/management-directory-dns-add-cname-record.html) | [Go Daddy](https://www.godaddy.com/help/add-a-cname-record-19236) | [Squarespace](https://support.squarespace.com/hc/en-us/articles/360002101888-Adding-custom-DNS-records-to-your-Squarespace-managed-domain) | [Azure](https://azure.microsoft.com/en-us/blog/a-records-cname-and-using-dns-with-windows-azure-web-sites-waws/) | [Google Domains](https://apps.google.com/supportwidget/articlehome?hl=en&article_url=https%3A%2F%2Fsupport.google.com%2Fa%2Fanswer%2F47283%3Fhl%3Den&assistant_id=generic-unu&product_context=47283&product_name=UnuFlow&trigger_context=a) | [Bluehost](https://my.bluehost.com/cgi/help/cname) | [Dreamhost](https://help.dreamhost.com/hc/en-us/articles/360053106191-Adding-DNS) | [HostGator](https://www.hostgator.com/help/article/i-bought-my-domain-from-hostgator-how-do-i-make-dns-changes) | [Hover](https://help.hover.com/hc/en-us/articles/217282457-Managing-DNS-records) | [Dynadot](https://www.dynadot.com/community/help/question/create-CNAME) | [IONOS](https://www.ionos.com/help/domains/configuring-cname-records-for-subdomains/configuring-a-cname-record-for-a-subdomain/) ### Admin Invite User | 1 | Navigate Back to [https://app.mogli.com/](https://app.mogli.com/) *You may need to Switch from User Panel to Admin Panel* | | | --- | --- | --- | | 2 | Add Users via Email | ![](https://cdn.document360.io/aabde203-b6df-4543-b557-999d7d8b937a/Images/Documentation/image(34).png) | | | | ![](https://cdn.document360.io/aabde203-b6df-4543-b557-999d7d8b937a/Images/Documentation/image(35).png) | ### Migrating from Sandbox to Production If you've configured Mogli Scheduler in a sandbox and are ready to move to production, follow the Configuration steps above. Please remember that you can only use Scheduler in **one instance (Sandbox or Production)** at a time. ---