When a participant —customer— arrives at a business location, a greeter captures their information and then assigns the participant to a waitlist based on their reason for visit.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To view waitlists: | Read and Edit on Waitlist |
| To check in customers: |
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| To create appointments: | Create on Service Appointment |
- In an active waitlist, click Check in.
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Select a participant type.
Option Description New Participant A customer who needs your organization’s services for the first time. Existing Participant A customer who already uses your organization’s services. Based on the selected participant type, Salesforce Scheduler shows the relevant fields. -
If the participant is new, specify these details:
- Enter participant’s first name, last name, contact number, and email address.
- Select a work type group based on the participant’s reason for visit.
- If necessary, enter the participant's associated company and description about the visit.
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If necessary, select a service resource.
Note The Service Resource field only shows the service resources who have enrolled in the waitlist.
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If the participant is existing, specify these details:
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Select a record type, and then select the participant record.
The available record types are account, contact, and lead.
- Select a work type group based on the participant’s reason for visit.
- If necessary, enter a description about the visit.
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If necessary, select a service resource.
Note The Service Resource field only shows the service resources who have enrolled in the waitlist.
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Select a record type, and then select the participant record.
- Check in the participant.
A service appointment record is created for the customer and the customer is added to a waitlist based on the selected work type group.