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            Let Customers Reschedule and Cancel Appointments in the Real-Time Location Component

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            Let Customers Reschedule and Cancel Appointments in the Real-Time Location Component

            Let your customers reschedule and cancel appointments even if the mobile worker is on the way to the appointment.

            Required Editions

            Available in: both Salesforce Classic (not available in all orgs) and Lightning Experience
            The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.
            The Field Service Appointment Assistant managed package and permission set license are required.
            User Permissions Needed
            To customize component settings: Create and Set Up Experience Sites AND View Setup and Configuration
            1. To open the settings panel, click anywhere in the Real-Time Location component.
            2. Select Let customers reschedule appointments and Let customers cancel appointments.
            3. In URL for Self-Service Scheduling, enter the URL of the page where your self-service scheduling component is located.
              Cancel and Reschedule options in the Real-Time Location component
              To find this URL:
              1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
              2. In the row of the required Experience site, click Builder.
              3. In Experience Builder, click Settings Settings icon.
              4. Copy the URL from the Publish Status. Make sure that the specific page is included in the URL.
            4. Enable the notification delivery channels.
              1. From Setup, in the Quick Find box, enter Notification Builder, and then select Notification Delivery Settings.
              2. From Custom Notification Types, edit Appointment Assistant Custom Notifications.
              3. Select Salesforce Field Service for Android and Salesforce Field Service for iOS. If you can’t see these options, install the connected apps.
            5. Mobile workers are notified when appointments are rescheduled or canceled. If you want to disable the notifications, follow these steps.
              1. From Setup, in the Quick Find box, enter Process Automation, and then select Flows.
              2. Open the Self-Service Scheduling Notifications flow.
              3. Click Deactivate.

            See Also

             
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