---
schema_version: "1"
id: d4826805e35c4c373cde73e228b7f6c716ea685802bf252c150b5f9d8f016a9f
title: Enable Patients to Schedule Their Own Appointments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_appointment_management_self_service.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_appointment_management_self_service.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 77e49bb1b6a51f7d5034740562e4fd4ead4e81485a046a99a5f3691a4adaade2
description: Many patients and plan members prefer the control and convenience of booking their appointments online rather than working through a call center. Set up an Experience Cloud site to enable patients or their caregivers to find time slots and book appointments with providers on their own, using a configurable Omnistudio flow.
products:
  - Health
release: "264"
---
# Enable Patients to Schedule Their Own Appointments

Many patients and plan members prefer the control and convenience of booking their appointments online rather than working through a call center. Set up an Experience Cloud site to enable patients or their caregivers to find time slots and book appointments with providers on their own, using a configurable Omnistudio flow.

Self-service appointments require Omnistudio. Omnistudio provides interface components you can customize to enable users to book their own appointments through your Experience Cloud site.

1. **[Give Authenticated Users Access to Self-Scheduling](https://help.salesforce.com/s/articleView?id=ind.hc_admin_appointment_management_self_scheduling_authenticated.htm&release=264.0.0&type=5)**  
    Create a profile with the required permissions. Set up sharing settings, sharing rules, and sharing sets. Enable self-scheduling workflows for external use.
2. **[Create Appointment Reasons and Engagement Channel Types](https://help.salesforce.com/s/articleView?id=ind.hc_appointment_management_reasons_channel_engagement.htm&release=264.0.0&type=5)**  
    Create appointment reasons to give patients easy-to-understand options when they book appointments through an Experience Cloud site. When a patient selects an appointment reason, it connects to the underlying work type to fetch available time slots. Use engagement channels to designate the channel for the appointment; such as in-person, video, and phone. The final step is to connect the appointment reason with the engagement channel type so that the scheduler is shown appointment slots that meet both criteria.
3. **[Set Up an Experience Cloud Site for Self-Scheduling](https://help.salesforce.com/s/articleView?id=ind.hc_admin_appointment_management_self_scheduling_experience_cloud.htm&release=264.0.0&type=5)**  
    Build an online space for patients and caregivers to schedule their own appointments.
4. **[Give Guest Users Access to Self-Scheduling](https://help.salesforce.com/s/articleView?id=ind.hc_admin_appointment_management_self_scheduling_guest_user_access.htm&release=264.0.0&type=5)**  
    Give guest users who schedule their own appointments access to required objects and the self-scheduling Experience Cloud site.
5. **[Configure Optional Self-Scheduling Features](https://help.salesforce.com/s/articleView?id=ind.hc_admin_appointment_management_self_scheduling_optional_features.htm&release=264.0.0&type=5)**  
    Customize self-service appointment flows and manage cases related to self-service appointments. Add support for Google maps data and add provider portal scheduling.
6. **[Test Self-Scheduling](https://help.salesforce.com/s/articleView?id=ind.hc_admin_appointment_management_self_scheduling_test.htm&release=264.0.0&type=5)**  
    Create a community user and then log in to your Experience Cloud site and test self-scheduling flows. If you customized flows in a sandbox environment, move components to a production environment.

#### See Also

- [Omnistudio for Health Cloud](https://help.salesforce.com/s/articleView?id=ind.hc_omnistudio.htm&release=264.0.0&type=5 "Use Omnistudio to create guided interactions and other rich user experiences without code. You can even create applications and workflows using data from Health Cloud and from external sources.")