Set Up Appointment Insights

Configure your Appointment Insights settings.

Available in: Lightning Experience

The Field Service core features, managed package, and mobile app are available in Enterprise, Unlimited, and Developer Editions.

User Permissions Needed
To assign a permission set license:	Manage Users
To configure Appointment Insights:	Customize Application

Package icon This is a Field Service managed package feature.

Before you configure Appointment Insights, make sure that you meet these requirements.

All Enhanced Scheduling and Optimization requirements are met.
Enhanced Scheduling and Optimization is enabled.
For Appointment Insights to evaluate scheduling options, make sure that your service appointments are associated with service territories.

Assign users these permission sets. See Assign Field Service Permissions.
- Field Service Admin
- Field Service Dispatcher
Add the Appointment Insights Lightning web component to the service appointment record page.
1. From the object management settings for service appointments, go to Lightning Record Pages.
2. Select the Lightning record page that you want to add the Appointment Insights component to, and then click Edit.
3. In Lightning App Builder, from the Tabs component properties, add a tab and name it Appointment Insights. See Add and Customize Tabs.
4. To add the Appointment Insights component to a tab, select the tab on the canvas and then drop the component directly below it.
  
  Note Add an Appointment Insights tab as described in this step. However, you can also drag the component to any location on the Lightning record page.
5. Save your work and activate the Lightning record page.

Review the limitations of Appointment Insights.

All Enhanced Scheduling and Optimization limitations apply to Appointment Insights.
Appointment Insights doesn’t support all Field Service work rules. See Appointment Insights Work Rules (Beta).
Appointment Insights doesn’t support service appointments that are part of a complex work chain.

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