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Configure the Inbound New Guest Appointment Flow

Assign email notification templates that are sent to the guest users when they create an appointment. The email notification templates include a link that invokes the Modify Guest Service Appointment flow. To invoke the flow, set the URL for the experience site that has the Modify Guest Service Appointment flow added.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions
User Permissions Needed
To open, edit, or create a flow in Flow Builder: Manage Flow
To run a flow: Run Flows
  1. From Setup, in the Quick Find box, enter Flows, and then select Flows.
  2. To edit the Inbound New Guest Appointment flow, click the name of the flow.
    Note
    Note Before you edit a flow, you must deactivate it.
    The flow opens in the flow builder and you can edit it.
  3. In the Flow Builder, under Toolbar, click Manager.
  4. Under Variables, set these variables.
    1. Set the createAppointmentEmailTemplate variable to SalesforceSchedulerCreateApptEmailTemplate.
    2. Set the modifyAppointmentFlowUrl variable to the URL configured in the experience site for modifying guest appointments.
  5. Under Actions, click Save Appointment.
  6. In the Set Input Values for the Selected Action section, set up these fields.
    1. Include the Create Appointment Email Template field and set the createAppointmentEmailTemplate variable as its value.
    2. Include the Modify Appointment Flow URL field and set the modifyAppointmentFlowUrl variable as its value.
  7. On the header of the flow builder, click Save As.
  8. Enter a label and API name for the flow.
  9. Save your changes, and then activate the flow.