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            Service Appointments

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            Service Appointments

            Schedule, reschedule, and cancel service appointments tied to work types and service territories.

            Required Editions

            Available in: Lightning Experience
            Available in: Enterprise and Unlimited Editions
            • Schedule a Service Appointment
              Schedule an on-site or virtual appointment from an account record. The scheduling flow walks you through selecting a service resource, work type, engagement channel, service territory, and time slot before confirming the appointment.
            • Reschedule or Reassign a Service Appointment
              Reschedule or reassign a service appointment to a different resource or time slot. The reschedule flow shows available resources at the assigned service territory and guides you through selecting a new resource and confirming the change.
            • Cancel a Service Appointment
              Cancel a service appointment that is no longer needed. The cancellation flow shows a read-only summary of the appointment details and lets you set a cancellation status and reason before confirming.
             
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