To make appointment slots available for booking through Multi-Step Scheduling, configure shifts for service resources assigned to a service territory. For example, in Advanced Therapy Management, medical staff assigned to a hospital operate in shifts that determine the availability of appointment slots.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions with Health Cloud or Life Sciences Cloud |
| User Permissions Needed | |
|---|---|
| To access Multi-Step Scheduling features: |
Multi-Step Scheduling permission set OR Manage Multi-Step Scheduling features |
To associate a shift with a work type, enable the Salesforce Scheduler for Health Cloud setting.
- From the App Launcher, find and select Shifts.
- Click New.
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Enter start and end times for the shift.
Note If you’re creating recurring shifts, the start time and the end time must be 24 hours or less. - For Status, select Confirmed.
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Select the service resource for whom you’re configuring the shift.
Note The service territory member associated with this service resource must have membership dates that overlap with the dates for the shift.
- Select the work type for this shift.
- For Time Slot Type, select Normal.
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For Type, select Recurring.
If you don’t see Type on the Shift record, go to the object management settings for Shift. Click Page Layouts and select Shift Layout. Drag and drop the Type field on an editable part of the page.
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Select whether you want the recurring shifts to be daily, monthly, or weekly.
- For daily occurrence, select the number of days it repeats. Select the date until which the shifts are expected to continue or the number of times it’s expected to continue.
- For weekly occurrence, select the frequency with which it repeats and the days on which it repeats. Select the date until which the shifts are expected to continue or the number of times it’s expected to continue.
- For monthly occurrence, select the frequency with which it repeats. Choose if the shift occurs on a particular day every week, or on a specific date. Finally, select the date until which the shifts are expected to continue or the number of times it’s expected to continue.
- Save your changes.