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Schedule Appointments for Students
Schedule appointments with staff members for students from the account record page.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To to schedule appointments in Education Cloud: | Education Cloud Full Access |
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Before you schedule an appointment, complete these prerequisites.
- Make sure that users have at least Read access to the Resource Assignment Type field on the Success Team object. See Schedule Appointments with My Appointments Header.
- Add the staff Appointment Scheduling component to your account record page. See Set Up the Account Record Page.
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On the learner's person account record page, select Staff
Scheduler. If you don't see Staff Scheduler, click
More.
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Under Filters, enter this criteria.
- Search for and select the support staff member or team.
- Select a topic.
- Select the channel.
- Click Search.
- To book a meeting with a staff member, select a time from the list of results. You can sort the list of results to show the earliest available appointments or the staff most recently seen by the learner.
- Enter any comments and schedule the appointment.
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