Give your portal users a personalized experience in scheduling appointments. Configure
the My Appointments component in the Experience Builder to provide your portal users with options
for scheduling in-person, phone, or video appointments. Portal users can see their upcoming and
past appointments, and cancel scheduled appointments.
Required Editions
Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions
where Financial Services Cloud license is enabled
Create and Assign a Permission Set Create and assign a permission set for portal users to grant the license and permissions they need to schedule and manage appointments in the Financial Services Client Portal.
Set Up a Sharing Set for Service Appointment Records Give your portal users access to the Service Appointment records using a sharing set. A sharing set grants portal users access to a record associated with an account or contact that matches the user’s account or contact. You can grant access to records through access mapping, which defines access for each object in the sharing set.
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.
Activate Service Territory Data Integration Rule Ensure that the service appointments scheduled by your portal users are routed to appropriate teams or individuals within specific regions or territories.
Manage Business Information for Appointment Booking Manage information related to your business and stakeholders, such as service locations, service resources, skills, topics, and appointment templates. Configure this business information to provide a personalized experience for your portal users in scheduling appointments.
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