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          Schedule Appointments

          Schedule Appointments

          With Workforce Scheduling, you can schedule service appointments for generic objects such as Account, Contact, and so on, and also specific Context Service-mapped objects such as Interactions.

          Required Editions

          Available in: Lightning Experience
          Available in: Enterprise and Unlimited Editions

          The appointment scheduling flows vary based on the underlying object.

          • Service Appointments
            Schedule, reschedule, and cancel service appointments tied to work types and service territories.
          • Interactions
            Schedule, reschedule, and cancel on-site and virtual interactions such as hearings, orientation sessions, and case reviews.
          • Manage Appointments with the Scheduling Console
            Monitor resource schedules and manage appointments across service territories from a centralized timeline view.
           
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