Make viewing past and upcoming appointments easy for service resources and your users by adding the My Appointments micro calendar console to the Salesforce utility bar. The My Appointments micro calendar console isn’t supported on mobile web browsers.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To access My Appointments console: | Video Call Users permission on the Salesforce Scheduler PSL license. |
| To view appointments in the My Appointments console: | Read access on the Appointment Booking URL field of the Service Appointment object. |
Here’s how Salesforce Scheduler shows appointments in the My Appointments micro calendar console:
- The Upcoming tab shows all service appointments that are scheduled to start in the next 24 hours and that are in the In Progress, Scheduled, Dispatched, or None status categories.
- The Past tab shows all service appointments that have ended on the current day and the appointments that have already started. It also shows the appointments that were scheduled to end in the past one hour.
- From Setup, in the Quick Find box, enter App Manager, and then select App Manager.
-
For Salesforce Scheduler Setup, click Show Actions
, and then select
Edit.
- Click Utility Items (Desktop Only), and then click Add Utility Item.
- In the search field, enter My Appointment, and then select My Appointments.
- Save your changes.
The My Appointments micro calendar console is now available on the utility bar.
- Appointment Details Shown in the My Appointments Micro Calendar Console
The My Appointments micro calendar console shows upcoming and past appointments. The console makes getting into an appointment easy by showing basic appointment details, such as account information, appointment topic, and appointment type. The console shows the service appointments in the time zone of the logged-in service resource.