---
schema_version: "1"
id: 212a55c4eb006b1cc357ab1e514d67ea04705a98ce1ecd3d575d482eca8fdac1
title: Configure Intelligent Appointment Management Settings for Salesforce Scheduler
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/ind/264-0-0/configure_appointment_management_settings.md
canonical_url: https://help.salesforce.com/s/articleView?id=ind.configure_appointment_management_settings.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 8ccd08caeea06758c03a21fd3140a980632d98b7addec3564859ef652b29632d
description: Configure settings that specify a named credential.
products:
  - Health
release: "264"
---
# Configure Intelligent Appointment Management Settings for Salesforce Scheduler

Configure settings that specify a named credential.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition">
        <colgroup>
          <col>
        </colgroup>
        <tbody>
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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="d135706e66">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d135706e66 ">To use Salesforce Scheduler</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d135706e66 ">
              <p>Schedulable resource add-on</p>
              <p>AND</p>
              <p style="margin-bottom:0;">Salesforce Platform Starter license</p>
            </td>

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

1. From Setup, in the Quick Find box, enter Intelligent Appointment Management Configuration, and then select **Intelligent Appointment Management Configuration**.
2. Click **New Intelligent Appointment Management Configuration**.
3. Enter a label for the configuration.
4. Enter the legacy named credential that you created for Intelligent Appointment Management scheduling. For details, see [Create a Named Credential for Scheduling](https://help.salesforce.com/s/articleView?id=ind.create_a_named_credential.htm&release=264.0.0&type=5 "Create a named credential for your back-end scheduling system. You can use the same named credential for both an external scheduling system and Salesforce Scheduler.").
5. Leave Assigned Provider Role blank. This field doesn’t apply in Summer ‘24 or later.
6. Select **Is Active**.
    
    You can have multiple appointment configurations, but only one can be active at a time.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-ind-health-264-0-0-production-enus/90a9f828-79ab-49cd-ac8c-86e58ef7478e/images/icon_important.png)
    
    Important A configuration record isn’t active by default. You must manually activate it and deactivate any other configuration records. At least one configuration record must be active for Intelligent Appointment Management to work.
7. Save the configuration.