SUMO CEP help articles provide step-by-step guidance on appointment scheduling in Salesforce with SUMO. These resources cover the Online Scheduler, the Multi Calendar, email management, personalized lead appointment URLs, and interview scheduling for admissions.
To change the interviewer on a SUMO Interview Appointment, there are two steps that need to be complete:
If you notice that an interview appears to be missing from your report or if the Interview 1 fields are not populated as expected more than 24 hours after the interview appointment was created, it is likely that the Admissions Application is not related to the Interview appointment records.
Use the Email Appt Invite button on an Admissions Application to invite an MBA or Executive MBA applicant to schedule an interview. You can either email them the invite or get a personal scheduling link to copy and send yourself.
SUMO Lead Appointment builds a SUMO scheduling link that is personal to one Lead. You pick the appointment category, the service, and the host, then copy the link and send it to the prospective student yourself. When they book through it, the appointment is tied to their Lead record.
Salesforce does several things automatically around SUMO interview and consultation appointments: it sends MBA interview invites and reminders, emails meeting instructions, texts applicants before their interview, links appointments to applications, updates interview details on the application, renames calendar events, and alerts Admissions when an applicant has more than one interview booked.
In the waffle menu (the 3x3 grid to the upper left of the screen), search for SUMO, and select the SUMO Appointment Scheduler app.
The Online Schedulers allow for defining email templates for SUMO to process email notifications, in the Notifications tab.
Navigate to the SUMO Multi-Calendar tab.
This tab manages the setup of the appointment links. This is where hosts and locations are managed. This includes branding, appointment locations, providers, additional form fields, email templates, and appointment reminders.