GoMeddo Installer

Overview

The GoMeddo Installer is the Overview page within GoMeddo Settings. It provides a central place to see every GoMeddo package available for your org — which ones are installed, their license status, and whether updates are available. From here you can install new packages, trigger an update check, and follow the links to package documentation.

This guide covers:

How to access the GoMeddo Overview / Installer
Checking for and applying package updates
Installing extension and integration packages
Understanding bridge packages
Understanding multi-step upgrade paths

Prerequisites

System Administrator profile in Salesforce, or the B25 Admin permission set assigned to your user
GoMeddo installed in your org

Step 1: Open GoMeddo Settings

In Salesforce, open the App Launcher (the nine-dot grid in the top-left corner) and search for GoMeddo Settings.
Open GoMeddo Settings. The page opens on the Overview by default — this is the Installer.
If you have navigated away, select Overview from the left-hand navigation to return to it.

Step 2: Understanding the Overview

The Overview displays every available GoMeddo package as a card. Each card shows:

The package name and icon
A short description of what the package does
A status badge (for installed packages) and action buttons

The action buttons on each card depend on the package's state:

State	Badge	Buttons shown
Not installed	—	Install
Installed, up to date — Active licence	Active	Documentation
Installed, up to date — Trial licence	Trial	Documentation
Installed, update available	Not Updated	Update + Documentation

At the top of the Overview there is also a Check for updates button. The Overview does not automatically check for updates on every visit — you need to trigger this manually.

Step 3: Check for Updates

Selecting Check for updates compares your currently installed package versions against the latest available releases. After a brief moment, you are returned to the Overview with the results applied. Any packages with a newer version available will show the red Not Updated badge.

The update check results are remembered for your current browser session. To get a fresh view of available updates — for example after installing an update — simply select Check for updates again.

Step 4: Apply an Update

After running Check for updates, any packages with a new version available will show an Update button.
Select Update on the package you want to update. Salesforce will open the package installation page.
Select Install for Admins Only and complete the installation.
Return to GoMeddo Settings. Run Check for updates again to confirm the package is now up to date.

Always install packages For Admins Only unless a specific guide instructs otherwise. Installing for All Users can expose internal GoMeddo functionality to profiles that should not have access to it.

Step 5: Bridge Packages

Some GoMeddo extensions depend on a bridge package — a small connecting package that links the extension to the core GoMeddo package. The following extensions have an associated bridge package:

Payments
GoTallo
Floorplan
Subscription Management

Bridge status is shown directly on the extension's card in the Overview, but only once the main extension package is installed. The indicator varies depending on the bridge's current state:

Bridge state	What you see on the card
Bridge not yet installed	A Bridge required indicator. The bridge is installed automatically or via a separate step — see the package's own documentation for details.
Bridge installed, update available	An Upgrade bridge button alongside the regular Update and Documentation buttons.
Bridge installed and up to date	No additional indicator — the card appears as normal.

Keeping bridge packages up to date is important: an outdated bridge can prevent an extension from functioning correctly even if the extension itself is current. When Check for updates flags a bridge upgrade, apply it in the same way as a regular package update.

Step 6: Multi-Step Upgrade Paths

Some packages — including the Integration package (which includes the GoMeddo Widget) — require passing through an intermediate version when upgrading across major releases. Skipping directly to the latest version will cause the installation to fail.

When a multi-step upgrade path applies, the package server returns the intermediate version as the first available update rather than the final target version. After installing the intermediate version and running Check for updates again, the next version in the sequence will appear.

Always follow the steps in the order they are presented. Each intermediate version may include data migrations or configuration changes that the next version depends on.

To verify: Confirm with the GoMeddo team exactly which packages have known multi-step upgrade paths and whether the package server surfaces each step automatically or whether manual steps are also required.

Step 7: Install a New Package

Packages that are not yet installed in your org show an Install button. The packages available from the Overview include:

Payments — PSP integration and payment processing
Floorplan — visual space management and occupancy tracking
Google Calendar — two-way reservation synchronisation with Google Calendar
Outlook — two-way reservation synchronisation with Outlook calendar
Microsoft Teams — Teams meeting scheduling from Salesforce
Zoom — Zoom meeting scheduling from Salesforce
Agentforce — AI-powered conversational scheduling via Salesforce Agentforce
Integration — JavaScript SDK for embedding GoMeddo booking in external websites and portals (includes the GoMeddo Widget)
Subscription Management — contract and billing automation
Frontend Builder — no-code custom booking experience builder
GoTallo — social messaging connected to Salesforce

To install a package:

Locate the package card on the Overview.
Select Install. Salesforce will open the package installation page.
Select Install for Admins Only and complete the installation.
Return to GoMeddo Settings. The package card will now show the installed status and a Documentation button.

Some packages require additional configuration after installation. Select Documentation on the card, or refer to the package's space in this documentation site, for post-install setup steps.

Note on "Packages" in the sidebar: The Packages item in the GoMeddo Settings navigation is unrelated to the Installer. It is a management interface for GoMeddo booking package records — bundles of services and resources that can be offered to customers as a set. It does not install or update Salesforce packages.

Troubleshooting

Symptom	Likely cause	Resolution
No update badges appear after clicking Check for updates	All installed packages are already at the latest version, or the check did not complete	If you were not returned to GoMeddo Settings automatically, try again. If badges still do not appear, all packages are up to date
Package installation fails immediately	A required intermediate version has not been installed (multi-step upgrade path)	Return to the Overview, run Check for updates, and install the version presented — do not skip ahead to a later version
Update badge disappears but the installed version did not change	The update indicator was cleared when the Update button was clicked, regardless of whether the install completed	Run Check for updates again to get the current state
Extension works but bridge-dependent features are unavailable	The bridge package for that extension is not installed or is out of date	Check the extension card in the Overview for a Bridge required or Upgrade bridge indicator and follow the steps shown
A package card is missing from the Overview	The package may not yet be compatible with your installed GoMeddo version	Reload the GoMeddo Settings page. If the card is still absent, check the package's release notes for version compatibility requirements
Installation link opens but Salesforce reports a dependency error	A prerequisite package is not installed	Install the dependency first, then retry. Refer to the package documentation for its prerequisites