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            Configure the Inbound Appointment Flow

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            1. Salesforce Help
            2. Docs
            3. Financial Services Cloud Admin Guide

            Configure the Inbound Appointment Flow

            To let you portal users schedule new appointments, clone and activate the new inbound appointment flow and add it to your Experience Cloud Portal.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To customize a Financial Services Client Portal:

            Be a member of the portal AND Create and Set Up Experiences

            OR

            Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal
            To activate or deactivate a flow: Manage Flow
            1. Clone and activate the inbound appointment flow.
              1. From Setup, in the Quick Find box, enter Flows, and then click Flows.
              2. In the list view, locate and click Inbound New Appointment.
              3. Create a flow using the Inbound New Appointment template. To create a flow, click Save As and then enter a name for the flow label.
              4. Save your changes.
              5. Activate the flow.
            2. Add the cloned flow to your Experience Cloud portal.
              1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
              2. Next to your Experience Cloud portal, click Builder.
              3. At the top-left corner of the builder, open the Pages menu.
              4. In the search bar, enter New Appointment and then click New Appointment.
              5. On the New Appointment page, click the Flow Component.
              6. In the Flow dialog, from the Flow dropdown, select the name of the inbound appointment flow that you cloned and activated earlier.
              7. Preview and publish your changes.
             
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