Set Up Scheduling for Authenticated External Users

Salesforce Scheduler provides these standard flow templates for authenticated external users.

To give your authenticated external users access to inbound appointment flows, add inbound appointment flows in your Experience Cloud site.

• Grant Authenticated Users Required User and Object Permissions
  To schedule appointments, authenticated users need certain user and object permissions. You can grant these permissions to users through their user profiles or permission sets.
• Update Sharing Settings for Authenticated External Users Who Schedule Appointments
  Use organization-wide default sharing settings to set the baseline external access for Salesforce Scheduler records.
• Additional Configuration for Inbound Modify Appointment Flow
  If the Event Management setting is enabled in your org, you must perform extra steps to make the Inbound Modify Appointment flow work.
• Add Inbound Flows to an Experience Cloud Site
  Add one or more inbound flows to your site to let your authenticated site users schedule, modify, or cancel appointments.
• Make the Inbound Flow Available as an Outbound Flow
  To provide the inbound flow as an outbound flow, use the Outbound flow available to community users attribute. With the outbound flow enabled, service resources who are contractors can create and manage service appointments for either an account, opportunity, or lead. Contractors can also request their assistants to book appointments on their behalf.