Customize Appointment Booking in Salesforce Scheduler

Customize the Salesforce Scheduler standard flow templates, flow screens, and flow screen components to provide a tailored appointment booking experience for your users, customers, and prospects.

• Salesforce Scheduler Standard Flow Templates
  The Salesforce Scheduler standard flow templates walk users or customers through scheduling, modifying, and canceling appointments.
• Customize Standard Flow Templates
  The flows in Salesforce Scheduler are installed as standard flow templates. You can customize any of the flows to suit your business needs.
• Customize Flow Screens
  You can customize flow screens to meet your business needs. For example, you can change labels to use your company's terminology and change the preselected values.
• Flow Screen Components and Actions Provided in Salesforce Scheduler
  Salesforce Scheduler provides additional flow screen components and actions to create flows and modify flows.
• Enable Automatic Resource Assignment and Anonymous Scheduling
  You can enable automatic service resource assignment to let users schedule appointments without selecting service resources. Customers or guest users don’t always know the names of service resources. And sometimes they don’t care about which resource they’re assigned. After you enable automatic resource assignment, service resources are automatically assigned based on the time slots users select. Also, you can hide the assigned resources’ names on the appointment summary page to protect their privacy.
• Flow Screen Component Customization in Salesforce Scheduler
  Customize the information that appears on flow screens. For example, preselect options, autofill values, and filter records.
• Lightning Web Components (LWC) for Salesforce Scheduler
  With Spring '26, Salesforce Scheduler now supports all flow screen components as Lightning Web Components. This enables you to deploy any scheduling flow in Lightning Web Runtime (LWR) sites. Previously, some flow screen components used Aura components and were limited to Aura-based sites.