---
schema_version: "1"
id: 9a22875b0fc387b8b85be8ea986cce40ae796d85394f0aee17d68cc772498049
title: Create Self-Scheduling Pages for Patients on Your Experience Site
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_appointment_self_scheduling_workflow_create_page.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_appointment_self_scheduling_workflow_create_page.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 5fdda25fe9f9cbf937d0af1606ee033d0a73cc51b4e2ebdc8b0089bd8b7a9bad
description: Give patients the ability to manage their appointments on your Experience Cloud site. Add pages for the pre-built Self-scheduling, Cancel Appointment, and View Benefits workflows.
products:
  - Health
release: "264"
---
# Create Self-Scheduling Pages for Patients on Your Experience Site

Give patients the ability to manage their appointments on your Experience Cloud site. Add pages for the pre-built Self-scheduling, Cancel Appointment, and View Benefits workflows.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
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            <td class="slds-cell-wrap" style="vertical-align:top;">
              <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>
            </td>

          </tr>
        </tbody>
      </table> <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d180892e66">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d180892e66 ">To customize an Experience Cloud site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d180892e66 ">
              <p>Be a member of the site AND Create and Set Up Experiences</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Be a member of the site AND View Setup and Configuration AND be an experience
                admin, publisher, or builder in that site</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d180892e66 ">To publish an Experience Cloud site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d180892e66 ">
              <p>Be a member of the site AND Create and Set Up Experiences</p>
              <p>OR</p>
              <p style="margin-bottom:0;">Be a member of the site AND an experience admin or publisher in that site</p>
            </td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d180892e66 ">To use self-service appointment scheduling:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d180892e66 ">
              <p>OmniStudio in Lightning Experience Patient</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Appointment Scheduling on Health Cloud </p>
            </td>

          </tr>
        </tbody>
      </table>

1. From the All Sites page, click **Builder** next to your site, and then create a separate standard page for each patient workflow.
    
    The View Benefits workflow requires you to configure benefit verification. See [Benefits Verification](https://help.salesforce.com/s/articleView?id=ind.admin_benefit_verification.htm&release=264.0.0&type=5 "Integrate benefits verification into the end-to-end patient access workflow to help caregivers and patients reduce the time and effort it takes to find out what coverage is available under each patient's health benefits.").
    
    Use these URL names:
    
    | Workflow | URL |
    | --- | --- |
    | Self-Scheduling | /schedule-appointment |
    | View and Cancel Appointment | /my-appointments |
    | View Benefits | /my-benefits |
2. On the Self-Scheduling and View Benefits pages, add Omniscripts.
    1. Drag the Omniscript component from the Components panel onto the page.
    2. On each page, in the Omniscript properties, enter details that apply to each workflow.
        
        | Workflow | Type | SubType | Language |
        | --- | --- | --- | --- |
        | Self-Scheduling | healthCloudIAM | selfService | English |
        | View Benefits | healthCloudIAM | viewBenefits | English |
        
        The Self-Scheduling Omniscript shows users a list of up to 25 providers. The order of the providers in the list is random.
3. On the View and Cancel Appointments page, add either the My Appointment component or the myAppointments Omniscript.
    
    We recommend the My Appointment component. This component supports scheduling appointments for assets such as clinics and labs, as well as providers. It also includes a refresh button and a Start Call button for virtual care.
    
    To use the My Appointment component, drag it from the Components panel onto the page. Then, in the Self-Scheduling workflow that you configured in the previous step, update the View Appointment button so that it opens the My Appointment component instead of the myAppointments Omniscript.
    
    To use the myAppointments Omniscript instead, drag the Omniscript component from the Components panel onto the page. Then enter details that apply to the workflow.
    
    | Workflow | Type | SubType | Language |
    | --- | --- | --- | --- |
    | View and Cancel Appointment | healthCloudIAM | myAppointments | English |
4. In the Page Settings for each page, for the Page Access property, select **Requires Login**.
    
    If you decide later to give guest users access to the page, see [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. Click **Publish**.