---
schema_version: "1"
id: 10978780e612c74cb3e73779642eaf3180039e70cd9a8da8f391879deedb6b5b
title: Make Providers Available for Appointment Scheduling
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_appointment_management_providers.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_appointment_management_providers.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4ec70a1ccfaecd287b74801cbee1089b1a03c2ee8ed09c8ef9b0353b89a05436
description: To make a provider available for appointment scheduling, edit the Salesforce Scheduler permission set and then assign the permission set to all relevant providers.
products:
  - Health
release: "264"
---
# Make Providers Available for Appointment Scheduling

To make a provider available for appointment scheduling, edit the Salesforce Scheduler permission set and then assign the permission set to all relevant providers.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
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              <p>Available in: Lightning Experience</p>
              <p style="margin-bottom:0;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions with Health
                Cloud</p>
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      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d85362e66">User Permissions Needed</th>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d85362e66 ">To create user profiles and manage permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d85362e66 ">Manage Profiles and Permission Sets
            </td>

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![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_note.png)

Note To make providers available to be included on scheduled appointments, the provider must have a [Salesforce User license](https://help.salesforce.com/s/articleView?id=platform.users_understanding_license_types.htm&language=en_US) (such as Salesforce Standard User, Health Cloud User, or Salesforce Platform Login license) or a Customer Community Plus license assigned to them. To learn more about the licenses that support Salesforce Scheduler, see [Licenses for Salesforce Scheduler](https://help.salesforce.com/s/articleView?id=platform.ls_licenses_for_salesforce_scheduler.htm&language=en_US).

If you don’t already have a profile for providers and user records for providers, create them. Base the profile on the Standard User profile. After you set up the permission set, you assign it to provider user records.

1. Create a standard user profile for providers and then add providers as users in the org.
    1. From Setup, in the Quick Find box, enter Profiles, and then select **Profiles**.
    2. Click **New Profile**.
    3. For Existing Profile, select **Standard Platform User**, and then enter a name for the profile. For example, enter Healthcare Provider.
    4. Click **Save**.
    5. On the profile overview page, click **View Users**.
    6. Click **New User** to add a single user or click **Add Multiple Users** to add more than one user. Whichever you choose, select **Salesforce Platform** as the user license and then select the provider profile you created.
    7. Enter other user information as needed and click **Save**.
2. Create a permission set with the Salesforce Scheduler permission set license.
    1. From Setup, in the Quick Find box, enter Permission Sets, and then select **Permission Sets**.
    2. Click **New**.
    3. Enter a label, API name, and description for your permission set. To keep it simple, use Salesforce Scheduler Resource.
    4. For License, select **Salesforce Scheduler**, and click **Save**.
    5. On the permission set overview page, under System, click **System Permissions**.
    6. Click **Edit**.
    7. Enable the **Let a user be included in appointments in Salesforce Scheduler** permission.
    8. Click **Save**.
    9. In the Permission Changes Confirmation dialog, click **Save**.
3. Assign the Salesforce Scheduler Resource permission set to the users who you have created or identified to be available as providers. Assigning the permission set automatically assigns the associated permission set license to the user.
    1. On the Salesforce Scheduler Resource permission set overview page, click **Manage Assignments**, and then click **Add Assignments**.
    2. Select the users who you want to assign the Salesforce Scheduler Resource permission set to, and then click **Assign**.
    3. Click **Done**.

#### See Also

- [Set Up Security and Permissions for Agentforce Health](https://help.salesforce.com/s/articleView?id=ind.hc_set_up_security_and_permissions.htm&release=264.0.0&type=5 "Create users and profiles for your org and give them the permission sets and permission set licenses that they need for Agentforce Health (formerly Health Cloud).")
- [Standard User Licenses](https://help.salesforce.com/s/articleView?id=platform.users_license_types_available.htm&language=en_US)
- [Experience Cloud User Licenses](https://help.salesforce.com/s/articleView?id=platform.users_license_types_communities.htm&language=en_US)