Appointment Management

Education Cloud provides a central self-service system for managing appointments. Learners have visibility over your staff's availability in any department, based on their configured location and appointment channels. They can view and schedule appointments, and if you set up the virtual appointments feature, they can also join virtually. Your staff can also schedule appointments on behalf of learners from their records. Unifying all departments on a single scheduling tool increases your learners' ability to use all of your services.

Note Starting in March 2023, Salesforce offers Salesforce for Education, which includes integrated platform solutions and managed packages. This article provides information about Education Cloud, a platform solution. For information about managed package products, see Admissions Connect, Education Data Architecture, or Student Success Hub. If you're not sure which version your institution uses, check with your Salesforce administrator.

Education Cloud includes an initial 1,000 appointments per month, plus an additional:

• 150 per month per CRM user for the Enterprise Edition.
• 200 per month per CRM user for the Unlimited Edition.

If you need more appointments, contact your account executive.

The Appointment Scheduling data model defines the objects and relationships that power Salesforce Scheduler. Use these objects to configure topics, assign staff, and manage availability. For more information, see Appointment Scheduling Data Model.

• Set Up Salesforce Scheduler for Education Cloud
  Enable Salesforce Scheduler for Education Cloud, and configure sharing and permissions settings. Then, create the supporting data types for appointment data modeling.
• Set Up Your Org for Appointment Topics and Availability in Education Cloud
  Get clear guidance at every stage to quickly set up appointment topics, assign staff, and set up their availability. These components significantly reduce the configuration time and potential errors.
• Appointment Scheduling
  System administrators have clear guidance at every stage to quickly set up appointment scheduling topics, assign staff, and complete all prerequisite steps.
• Manage Advisor Availability
  Quickly manage your working hours and set vacation or time off for yourself or colleagues. This streamlines scheduling workflows and reduces dependency on administrators.
• Manage the Appointment Experience in Education Cloud
  Many staff members and learners prefer the control and convenience of booking their appointments online rather than working through a call center. Configure your Experience site to enable them to find time slots and book appointments on their own, on desktop or mobile.
• Set Up Virtual Appointments With AWS Chime
  After you configure Salesforce Scheduler for Education Cloud, set up virtual appointments with Amazon Web Services (AWS) Chime SDK to add audio and video capabilities to the learners' portal.