Appointment Management

Give your portal users a personalized experience in scheduling appointments. Configure the My Appointments component in the Experience Builder to provide your portal users with options for scheduling in-person, phone, or video appointments. Portal users can see their upcoming and past appointments, and cancel scheduled appointments.

Required Editions

Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Agentforce Financial Services license is enabled

Create and Assign a Permission Set
Create and assign a permission set for portal users to grant the license and permissions they need to schedule and manage appointments in the Financial Services Client Portal.
Set Up a Sharing Set for Service Appointment Records
Give your portal users access to the Service Appointment records using a sharing set. A sharing set grants portal users access to a record associated with an account or contact that matches the user’s account or contact. You can grant access to records through access mapping, which defines access for each object in the sharing set.
Update Sharing Settings for Portal Users
Use organization-wide default sharing settings to set the baseline external access for Salesforce Scheduler records.
Configure the Inbound Appointment Flow
To let you portal users schedule new appointments, clone and activate the new inbound appointment flow and add it to your Experience Cloud Portal.
Activate Service Territory Data Integration Rule
Ensure that the service appointments scheduled by your portal users are routed to appropriate teams or individuals within specific regions or territories.
Manage Business Information for Appointment Booking
Manage information related to your business and stakeholders, such as service locations, service resources, skills, topics, and appointment templates. Configure this business information to provide a personalized experience for your portal users in scheduling appointments.
Set Up Video Appointments in Financial Services Client Portal
Let your portal users book video appointments with service resources.