SUMO Admin Video Tutorials

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[/insert_php] The following video tutorials and articles will help you setup SUMO for your organization and become a certified SUMO Administrator (Users should read the User Guide). While you should find everything very straight-forward, it’s important that you follow the instructions precisely. Questions? Log a Case .

SALESFORCE CUSTOMERS – If you’re an existing Salesforce.com customer, you will need to first Install SUMO into your Salesforce Environment (Org).

SUMO DesktopSUMO Self-Scheduling Site

SUMO Desktop is accessed via a web browser by schedulers, providers, and your team. The following videos = 60 minutes in total, but are not all required.
1. Setup Company Profile 1 minute *Optional	First let’s take 1 minute to update your Company Profile. There are only a few fields that you may need to update.
2. Setup Services 2 minutes [ View Article ] *Required	Think of a “Service” like an appointment type. Each time you schedule an appointment, you may choose the service for the appointment. For example, a service could be “Consultation” or “Haircut”. A service has a duration, such as 1 hour and a color code.
3. Setup Locations & Rooms 5 minutes [ Locations or Rooms Article] *Required	A “Location” is generally a building, but can also be a way to define a team. For example, “Chicago Office” could be setup as 1 location. A “Room” is inside a location. For example, the “Chicago Office” may have “Conf Room A” and “Conf Room B”. You may schedule an appointment to take place in a Location and a Room if you wish.
4. Setup Reminder Engine 5 minutes [ View Article ] *Optional	No-shows are costly and frustrating. The SUMO Reminder Engine prevents no-shows by sending automated email, text message, or even phone call reminders to Appointment Participants. Learn how to configure the Text & Phone Reminder Templates and setup the Reminder Engine.
5. Setup Email Templates 8 minutes [ View Article ] *Optional	Learn how to customize the standard SUMO Email Templates used by the Reminder Engine and also create your own email templates for other purposes.
6. Setup Account Model 5 minutes [ View Article ] *Required	SUMO supports organizations that conduct B2B (business-to-business) and B2C (business-to-consumer) transactions. It’s important to understand how SUMO handles the two different “Account Models” and configure SUMO accordingly.
7. Setup Admin Settings 10 minutes [ View Article ] *Optional	SUMO includes a lot of Administrative features. This tutorial will guide you through each Admin Setting and explain how they work so you may decide if you wish to configure them to tailor SUMO to your organizational needs.
8. Setup Salesforce Users 6 minutes [ View Article ] *Required	You already have Salesforce users that you would like to give access to SUMO. This tutorial will guide you through the process of granting your existing salesforce users access to SUMO.
9. Setup New Users 9 minutes [ View Article ] *Required	You would like to create brand new users (that are not already existing salesforce users) and get them setup to begin using SUMO. This tutorial will guide you through this process.
10. Setup Work Shifts 10 minutes [ View Article ] *Required	Every user (provider) that will use SUMO should have a work shift setup to define where and when this user (provider) will be available for appointment scheduling. This tutorial will guide an Admin through how to use the Work Shift Calendar to setup Work Shifts for users.
11. Setup Salesforce Calendar Sync 8 minutes *Required	If you would like to sync your providers Outlook or Google Calendar with the SUMO Calendar, then you need to start with syncing the SUMO Calendar with the Salesforce Calendar. This tutorial will guide an Admin through how to use the Calendar Sync. NOTE: Additionally you will need to use Salesforce Outlook Plugin to Sync to Outlook, or a host of 3rd party plugins to sync with Google Calendar and others.

NEXT >> Go to Self-Scheduling Setup.

SUMO Desktop is accessed via a web browser by schedulers, providers, and your team. The following videos = 60 minutes in total, but are not all required.
1. Setup Services Offered 1 minute [ View Article ] *Optional	First let’s take 1 minute to setup what services (aka Appointment Type) each provider offers, since SUMO is highly configurable to support many services for each provider.
2. Setup SUMO Site & Portal 10 minutes [ View Article ] *Required	If you plan to allow your contacts in SUMO to register for a self-scheduling process, then you need to take a few minutes to setup the Scheduling Portal (aka Customer Portal). Once the user has logged in they are technically now in the SUMO Customer Portal, where they have a few more options.
3. Setup Personal Self-Scheduling Site 16 minutes [ View Article ] *Required	You can create a Personal Self-Scheduling Link. Each user may have their own “Schedule Now” button or link in their email signature. When people click this link they are taken to their own personal SUMO Online Scheduling Site, where they may self-schedule an appointment with you.
4. Setup Team Self-Scheduling Site 16 minutes [ View Article ] *Optional	You can create a Team Self-Scheduling Site. When people click on this link they are taken to the same Self-Scheduling Site, but the WHO step is hidden, and SUMO will automatically assign the appointment to a provider on the team that is available.