Cookbook
The rest of the docs explain features and concepts. This page works the other way around: pick a goal, follow the steps. Each scenario is a small recipe that pulls together the pages you'd otherwise have to find on your own.
Onboard a new planner
Create the user, give them access, and set them up with a workable layout on first login.
Connect Business Central
Install the BC extension, point it at Dime.Scheduler, and verify the first sync.
Roll out the mobile app to field workers
Provision the resource, create the matching user, and walk them through installation and sign-in.
Plan a recurring appointment
Schedule a repeating job and manage exceptions without re-creating it every time.
Optimize routes for a technician
Sequence a day of jobs by location and export the result for the field.
Diagnose a failed Business Central sync
Find the failing transaction, read the error, and apply the right fix.
Add a deep-link action to the planning board
Wire a custom URL action so planners can jump to an external system from a context menu.
Automate notifications with Zapier
Trigger a Zap on a Dime.Scheduler event and route it anywhere — Slack, email, your CRM.
Lock down with data-driven security
Restrict what each planner can see based on the data, not just the role.
Extend the appointment card with templates
Add custom fields to the appointment card so planners can capture data beyond the defaults — and push it back to the back-office.
Sync appointments bidirectionally with Exchange
Mirror appointments between Dime.Scheduler and resource Outlook calendars in both directions, with rules to control what flows where.
Set up a webhook connector
Push appointment events to any HTTP endpoint when the standard connectors don't cover your back-office.
Don't see your scenario?
These cover the most common tracks. If you have a goal that isn't here:
- Browse User docs for planner workflows
- Browse Administration for setup and configuration
- Browse Integrations for connecting external systems
- Browse Develop for SDK, API, and extension work
- Or contact support and we'll help you find the right path