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Give Authenticated Users Access to Self-Scheduling

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Give Authenticated Users Access to Self-Scheduling

Create a profile with the required permissions. Set up sharing settings, sharing rules, and sharing sets. Enable self-scheduling workflows for external use.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Create a Profile and Assign Permissions to Authenticated Users for Self-Scheduling
Give authenticated users access to the permissions, objects, and fields required to schedule their own appointments.
Set Organization-Wide Defaults for Self-Scheduling Workflows
Set object permissions and control access to your data and records based on user types and profiles.
Create Sharing Rules and Sharing Sets for Self-Scheduling Workflows
Create sharing rules to manage access to appointment scheduling objects that have external access set to private.

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