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Manage Appointments with Salesforce Scheduler
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          Set Up Salesforce Scheduler and Book Appointments

          Set Up Salesforce Scheduler and Book Appointments

          Salesforce Scheduler, formerly Lightning Scheduler, gives you the tools to simplify appointment scheduling in Salesforce. Create a personalized experience for scheduling customer appointments—in person, or by phone or video—with the right person at the right place and time. Optimize resource scheduling by using advanced features, such as appointment distribution and service resource filtering. Provide appointment booking experience from Salesforce Lightning Service Console, Experience Cloud sites, and your company websites.

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          get_started

          Get Started

          Video: Salesforce Scheduler Demo

          Video Series: Salesforce Scheduler Coaching Series

          Trailhead: Salesforce Scheduler Industry Use Cases

          Salesforce Scheduler Product & License Information

          Blog: Appointment Setting for Financial Advisors Made Easy

          Sign Up for Trail Org

          Supported Licenses when Enabling External Users to Request Appointments

          Cost-Effective Alternative for Service Resources

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          Set Up Business Information

          Launch the Salesforce Scheduler Setup App

          Explore Salesforce Scheduler Setup Assistant

          Set Up Service Territories

          Set Up Service Resources

          Enable Asset Scheduling

          Set Up Appointment Topic and Appointment Template

          Set Up Operating Hours

          Create and Manage Shifts

          Set Up Holidays

          Change Labels in Flow Screens

          Trailhead: Salesforce Scheduler

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          Enable Salesforce Scheduler Settings

          Show Appointments as Events on Salesforce or External Calendars

          Multiple Service Resource Events

          Show Appointments with Before and After Buffer Time on Salesforce Calendar

          Share Service Appointments with Assigned Service Resources

          Appointment Distribution

          Trailhead: Appointment Distribution

          Determine Service Resource Availability by Work Type Groups

          Enable Concurrent Scheduling

          Enable Multi-Resource Scheduling

          Trailhead: Multi-Resource, Inbound, and Concurrent Scheduling with Salesforce Scheduler

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          Customize Appointment Booking Experience

          Enforce Scheduling Policies in Salesforce Scheduler

          Check Calendars to Determine Availability of Service Resources

          Customize Standard Flow Templates

          Customize Flow Screen Components

          Share Resource Availability by Using a URL

          Enable Automatic Resource Assignment and Anonymous Scheduling

          Update Flows to Refresh Inputs

          Trailhead: Salesforce Scheduler Customization

          Build Custom Appointment Booking Experiences by Using Salesforce Scheduler APIs

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          Personalize Appointment Booking Experience

          Add Service Resource Preferences to Accounts

          Manage Time Zones for Appointments

          Video: Personalize Salesforce Scheduler

          Video: Customize Scheduler to Fit Your Needs

          Video: Configure Scheduler for Internationalization

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          Set Up Appointment Booking Experience Channels

          Manage Flow Access

          Set Up Outbound Scheduling

          Video: Enable Guest Users to Book Appointments by Using Flows in Salesforce Scheduler

          schedule_appointment

          Schedule Appointments

          Create and Manage Outbound Appointments

          Create and Manage Inbound Appointments

          Book a Service Appointment by Using an Appointment Invitation URL

          Video: Share Service Resource Availability by Using an Invitation URL

          Video: Generate an Appointment Invitation URL and Book Appointments Using Invitation URL

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          Troubleshoot

          Debug a Salesforce Scheduler Flow as Another User

          How Work Types, Work Type Groups, and Service Territories Work Together

          How Salesforce Scheduler Determines Time Slots

          Checklist to Troubleshoot Flow Screens

          Field-Level Security Permissions Checklist

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          Measure Feedback

          Appointment Analytics Template

          Explore Additional CRM Analytics Prebuilt Apps

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          Integrations and Add-ons

          Extend Salesforce Scheduler with Complementary Products

          Integrate Salesforce Scheduler with External Calendars Using Apex Classes and Platform Events

          Add the Inbound New Guest Appointment Flow to a Website

          Salesforce Scheduler Developer Guide

             
          Tip
          Tip When you’re ready to set up things, go to the Guidance Center for personalized help right inside the app. Then, look for Manage Salesforce Scheduler.
           
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