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Configure the Modify Guest Service Appointment Flow

Assign the confirmation email notification templates that are sent to the guest users when they modify or cancel their appointments. The email notification templates include a link that invokes the Inbound New Guest Appointment flow. To invoke the flow, set the URL for the experience site that has the Inbound New Guest 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 Modify Guest Service 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 ModifyAppointmentEmailTemplate variable to SalesforceSchedulerModifyApptEmailTemplate.
    2. Set the ModifyAppointmentFlowUrl variable to the URL configured in the experience site for modifying guest appointments.
    3. Set the CancelAppointmentEmailTemplateName variable to SalesforceSchedulerCancelApptEmailTemplate.
    4. Set the CreateServiceAppointmentUrl variable to the URL configured in the experience site for creating guest appointments.
  5. Under Actions, click Save Service Appointment.
  6. In the Set Input Values for the Selected Action section, set up these fields.
    1. Include the Modify Service Appointment Email Template field and set the ModifyAppointmentEmailTemplate variable as its value.
    2. Include the Modify Service Appointment URL field and set the ModifyAppointmentFlowUrl variable as its value.
    3. Include the Service Appointment Token field and set the svcApptToken variable as its value.
  7. Under Actions, click Cancel Service Appointment.
  8. In the Set Input Values for the Selected Action section, set up these fields.
    1. Include the Modify Service Appointment Email Template field and set the CancelAppointmentEmailTemplateName variable as its value.
    2. Include the Create Service Appointment URL field and set the CreateServiceAppointmentUrl variable as its value.
  9. Under Screens, click Display Cancellation Confirmation.
  10. Under Screen Properties, expand Configure Footer, deselect Show Footer, and then click Done.
  11. Under Screens, click Display Service Appointment Modifying Confirmation.
  12. Under Screen Properties, expand Configure Footer, deselect Show Footer, and then click Done.
  13. On the header of the flow builder, click Save As.
  14. Enter a label and API name for the flow.
  15. Save your changes, and then activate the flow.