An appointment scheduled with a provider or with an asset such as a clinic can take
place over phone, video, or in person. Add appointment modes to the Default Appointment Type field
in the Work Type object if you use an external scheduling system or you use operatng hours in
Salesforce Scheduler. If you use shifts in Salesforce Scheduler, skip this task and use engagement
channels instead.
Required Editions
|
Available in: Lightning Experience
Available in: Enterprise and Unlimited Editions with Health
Cloud
|
| User Permissions Needed |
| To use Salesforce Scheduler: |
Schedulable resource add-on
AND
Salesforce Platform Starter license
|
-
From Setup, click Object Manager.
-
Select Work Type.
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Select Fields & Relationships, and then select
Default Appointment Type.
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In the Default Appointment Type Picklist Values section, click
New.
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Enter the picklist values, such as Phone, In
Person, or Video. Each value goes on its own line.
-
Save your changes.
Lightning Design System provides utility icons that you can use on lightning pages.
Salesforce Scheduler uses utility icons to show icons for appointment types. By default, the
API name of a picklist value is the same as the picklist value. Salesforce Scheduler
verifies whether the API name of a Default Appointment Type picklist value matches the name
of a utility icon that Lightning Design System provides. If the names match, Salesforce
Scheduler uses the icon with the same name. If the names don't match, Salesforce Scheduler
uses the default lightning
icon.
To edit the icons for appointment types, edit the API names and then enter the names of
utility icons that you want to use.
