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Workforce Scheduling for Agentforce Public Sector
Schedule On-Site Appointments on an Experience Cloud Site

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Schedule On-Site Appointments on an Experience Cloud Site

Customers, partners, and prospects can schedule a meeting with service resources.

Required Editions

Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To schedule on-site appointments as a guest: Workforce Scheduling Guest User

Customers start on the Experience Cloud site where you added the scheduling flows. The first step of the flow asks whether the customer is a guest or an existing customer, so the same flow serves both unauthenticated guests and signed-in customers.

  1. Specify whether you're a guest or an existing customer.
    • Guest: specify your details.
    • Existing customer: enter your details to log in.
  2. Navigate to My Appointments.
  3. Click Schedule a New Appointment.
  4. Select On-site.
  5. Search for and select a branch.
  6. Select a date and time.
  7. Confirm the appointment.
 
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