Give Guest Users Access to Self-Scheduling

Give guest users who schedule their own appointments access to required objects and the self-scheduling Experience Cloud site.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud

Note When guest users book appointments on the self-scheduling Experience Cloud site, the available time slots search uses the billing address latitudes and longitudes. To enable the search, make sure that you activate the Geocodes for Account Billing Address data integration rule.

Give Guest Users Access to Omnistudio Objects for Self-Scheduling
Create a custom permission set that gives guest users read-only access to Omnistudio objects. Assign the permission set to guest users and create sharing rules for guest users.
Assign Permissions to the Self-Scheduling Guest User Profile for Experience Cloud
In the guest user profile for your Experience Cloud site, set up the user and object permissions required to schedule appointments.
Create and Assign a Permission Set for Self-Scheduling Guest Users
Give guest users additional system and object permissions required for scheduling appointments with Intelligent Appointment Management.
Activate Your Self-Scheduling Site
Verify site members and select welcome email settings. Then activate your site.

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Give Guest Users Access to Self-Scheduling

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Give Guest Users Access to Self-Scheduling

Required Editions