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            Extend Service Appointments in Workforce Scheduling

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            Extend Service Appointments in Workforce Scheduling

            After setting up service appointments, extend them with calendar integration, automatic resource assignment, video appointments, and group sessions. These features expand how appointments are created, displayed, and managed.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            • Write Appointments to Salesforce Calendar: Show scheduled appointments as calendar events so service resources and managers can view appointments alongside other meetings. When Event Management is enabled, Workforce Scheduling writes each service appointment as an event on the assigned resource's Salesforce calendar. See Write Scheduler Appointments to Salesforce Calendar.
            • Block Resource Availability on Calendar: Display before-and-after appointment buffer times on a service resource's Salesforce calendar so other users can see when the resource is preparing for or wrapping up an appointment. Requires Event Management to be enabled first. See Show Appointments with Before and After Buffer Time on Salesforce Calendar.

            • Enable Anonymous Scheduling: Automatically assign a service resource to an appointment so users don't have to select a specific person during booking. The scheduling engine selects the most appropriate resource based on scheduling policy rules and, when enabled, appointment distribution. See Enable Automatic Resource Assignment and Anonymous Scheduling.

            • Set Up Video Appointments: Integrate with Amazon Chime to generate video meeting links automatically when users schedule virtual appointments. Requires configuring the Amazon Chime SDK and enabling the Video Appointments setting. See Set Up Video Appointments with Amazon Chime.
            • Set Up Group Appointments: Allow multiple attendees to book into a single time slot for group sessions such as orientations, classes, or workshops. The work type's Attendee Limit field controls the maximum number of attendees per group appointment. See Set Up Group Service Appointments.
             
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