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Configure the Outbound New Appointment Flow for Group Appointments

Service resources can create group appointments and send email notifications to your customers, partners, and prospects after you configure the Outbound New Appointment flow. Configure the Outbound New Appointment flow to generate enrollment URLs for two experience sites, an enrollment URL for guests, and an unenrollment URL.

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 Outbound New 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 emailTemplate variable to SalesforceSchedulerGroupApptEmailTemplate.
    2. Set the InvitationURLPrefixGuest variable to the URL prefix of the experience site where the Enroll and Unenroll Service Appointment Attendees flow is configured for guest users.
    3. Set the InvitationURLPrefixSite1 variable to the URL prefix of the one of the experience sites where the Enroll and Unenroll Service Appointment Attendees flow is configured for authenticated external users.
    4. Set the InvitationURLPrefixSite2 variable to the URL prefix of the other experience site where the Enroll and Unenroll Service Appointment Attendees flow is configured for authenticated external users.
    5. Set the unenrollUrlPrefix variable to the group appointment unenrollment URL prefix.
  5. On the header of the flow builder, click Save As.
  6. Enter a label and API name for the flow.
  7. Save your changes, and then activate the flow.