---
schema_version: "1"
id: 8d5bfbc64640688e37097cd3f85a8ea8ba00298ca65e36b199047bc03b6b3cf8
title: Set Up an Email Appointment Link for Guest Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/admin_virtual_care_link_guest.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.admin_virtual_care_link_guest.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1668f51510bf90644d8172522a958835dabc697a9ca2425b7189cbe150d40fec
description: Confirm a guest user’s appointment with an automated email that includes a button to access your Experience Cloud site where they can access their video visit.
products:
  - Health
release: "264"
---
# Set Up an Email Appointment Link for Guest Users

Confirm a guest user’s appointment with an automated email that includes a button to access your Experience Cloud site where they can access their video visit.

### 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="d150155e66">User Permissions Needed</th>
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        </thead>
        <tbody>
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            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d150155e66 ">To administer Video Calls:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d150155e66 ">Health Cloud Video Calls permission set</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d150155e66 ">To enable email tracking:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d150155e66 ">Customize Application administrative permission in the user's profile</td>

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1. Set up the button in the email template to connect to your Experience site page where guest users fill out the Video Visits intake form.
    1. From Setup, in the Quick Find box, enter Email Templates, and then select **Classic Email Templates**.
    2. Click **Scheduled Video Call Details for Unauthenticated Users**.
    3. Click **Edit HTML Version**.
    4. At the end of the html, look for `class="button"href=https://orgname.force.com/vcguests/s/?videocallinfo={!ServiceAppointment.ApptBookingInfoURL}""`. Replace `orgname` with your org name.
        
        You can find your org name in the url when logged on to Salesforce.
    5. Save your work.
2. Create an email alert for the Appointment Confirmation.
    1. From Setup, in the Quick Find box, enter Email Alerts, then select **Email Alerts**.
    2. Click **New Email Alert**.
    3. Add a Description.
    4. Add a Unique Name.
    5. Select the **Service Appointment** object.
    6. Choose the Scheduled Video Call Details for Unauthenticated Users email template that you previously edited.
    7. For Recipient Type, choose Service Appointment Owner and Record Created as Selected Recipients.
    8. Choose Current User’s Email Address as the From Email.
        
        Alternatively, set up a do-not-reply email address for this alert.
    9. Save your changes.
3. Create a record-triggered flow to automatically send an appointment confirmation email when the appointment is booked.
    1. From Setup, in the Quick Find box, enter flows, and then select **Flows**.
    2. Click **New Flow**, and then click **Start From Scratch**.
    3. Select **Record-Triggered Flow**, then click **Create**.
    4. Select **Service Appointment** as the object.
    5. Choose to trigger a flow when **A record is created or updated**.
    6. For Condition Requirements, select **All conditions are met (and)**.
    7. Add a Condition with the values SchedStartTime for Field, Is Null for Operator, and $GlobalConstant.False for Value.
    8. Add another condition with the values ContactID for Field, Is Null for Operator, and $GlobalConstant.False for Value.
    9. Optimize the Flow for **Actions and Related Records**.
    10. Add an element. Choose **Send Email Alert**.
    11. In the Action box, enter Guest.Appointment Confirmation.
    12. Add a unique label.
    13. Add an API Name.
    14. For Select Input Variables, choose {$Record.ID}.
    15. Save and activate the flow.
4. To add a scheduled path and send an appointment reminder, create a version of the appointment confirmation flow. These steps create a flow that sends an email one day before the scheduled appointment.
    1. From Setup, in the Quick Find box, enter flows, and then select **Flows**.
    2. Click the label of the flow that you built for appointment confirmation.
    3. Click **Save As**.
    4. Click the **A New Flow** tab.
    5. Add a unique name for Flow Label.
    6. Use the default Flow API Name.
    7. Save your changes.
    8. Click the Start button to expand. Then click **Add Scheduled Paths**.
    9. Enter a name for Path Label. We suggest One Day Prior To Start.
    10. Use the default API Name.
    11. For Time Source, select **ServiceAppointment:ScheduledStart**.
    12. For Offset Number, select 1.
    13. For Offset Option, select Days Before.
    14. In Advanced Options for Batch Size, enter 200.
    15. Save and activate your flow.
5. Enable email tracking.
    
    The appointment confirmation email will include personal health information about the patient. Tracking these emails is suggested to ensure they are received by the intended recipient.

#### See Also

- [_Salesforce Help_: Email Alert Actions](https://help.salesforce.com/s/articleView?id=platform.customize_wfalerts.htm&type=5&language=en_US)
- [_Salesforce Help_: Enable Email Tracking](https://help.salesforce.com/s/articleView?id=sales.email_enable_email_tracking.htm&type=5&language=en_US)