Set Up Scheduling for Guest Users

Watch the video to see how to enable guest users to book appointments from Experience Cloud sites and your company websites.

If you aren’t able to watch the view in full screen, open the video on a new tab: Enable Guest Users to Book Appointments by Using Flows in Salesforce Scheduler.

Here are the ways to give your guest users access to the Inbound New Guest Appointment flow:

• Experience Cloud sites: Add the inbound new guest appointment flow to your Experience Cloud site.
• External websites (your company websites):
  • Add a redirect to an Experience Cloud site: Add the inbound new guest appointment flow to an Experience Cloud site page. Then, add a link to your company website to launch the Experience Cloud site page.
    

    Note You can register a customized domain in Salesforce to use with your site for branding.
  • Use Lightning Out: Add the inbound new guest appointment flow directly to your website by adding a Lightning Out-dependency app. Then, your users can access the inbound new guest appointment flow from your company website and also remain on your company website’s URL.

Note Guest users can’t modify or delete existing appointments that aren’t created by them.

You can also set up scheduling experiences for guest users by using APIs. For more information, see Salesforce Scheduler Business APIs.

• Grant Guest Users Required User and Object Permissions
  To schedule appointments, guest users need certain user and object permissions. You can grant these permissions to guest users through the guest user profile for your Experience Cloud site.
• Create Sharing Rules for Guest Users Who Schedule Appointments
  Create criteria-based record-sharing rules to control which records are exposed to your guest users.
• Add the Inbound New Guest Appointment Flow to an Experience Cloud Site
  Add the Inbound New Guest Appointment flow to your Experience Cloud site so that your guest users can schedule appointments.
• Add Inbound New Guest Appointment Flow to Websites Using Lightning Out
  Add a Lightning Out-dependency app to your company website (external website) to give your unauthenticated users access to the Inbound New Guest Appointment flow.
• Add the Inbound New Guest Appointment Flow to Websites Using Redirect
  Redirect unauthenticated users from your company websites (external websites) to experience cloud sites to give access to the Inbound New Guest Appointment standard flow.
• Set Up Guest Service Appointment Modification
  Unauthenticated users (prospects) can modify or cancel their appointments after you configure the Inbound New Guest Appointment flow and Modify Guest Service Appointment flow templates. Set up the email notification templates that are sent when your users modify or cancel their service appointments.