---
schema_version: "1"
id: c5a001ce2a9b029ce1a5578b79a8a4874a1257bc4ce441e56d24c4ad360751d5
title: Schedule an Outbound Appointment in Salesforce Scheduler
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_create_appointments_ls.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_create_appointments_ls.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 6b8dabc9b0e1f06596fd37f07548e87c7142818c88789f5cef81e9972b409854
description: A regular appointment represents a meeting—in person, or by phone or video—with a customer and an assigned resource or resources. A group appointment represents a meeting where you can add multiple person account, lead, or contact records as attendees.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Schedule an Outbound Appointment in Salesforce Scheduler

A regular appointment represents a meeting—in person, or by phone or video—with a customer and an assigned resource or resources. A group appointment represents a meeting where you can add multiple person account, lead, or contact records as attendees.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong> and <strong>Unlimited</strong> Editions</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d9532e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9532e69 ">To run appointment flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9532e69 ">Run Flows</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d9532e69 ">To create and modify appointments in Salesforce Scheduler:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d9532e69 ">
              <ul>
                <li>Read, Create, and Edit on service appointments</li>

                <li>Read, Create, and Edit on service appointment attendee</li>

                <li>Read on accounts, appointment category, contacts, operating hours, service resources,
                  service territories, work types, and work type groups</li>

              </ul>
            </td>

          </tr>
        </tbody>
      </table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)

Note To use either group or regular appointment mode by default, set the `appointmentMode` flow variable to Group or Regular, respectively.

1. Open the account, person account, case, lead, or opportunity record that you want to schedule an appointment with.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note Salesforce Scheduler doesn’t support scheduling appointments with any other type of record. Selecting a record other than account, person account, case, lead, or opportunity can lead to an error.
2. On the record page, click **Schedule Appointment**.
    
    For a case record, you can invoke the flow by embedding the flow component in the Case record page. For information on how to embed the flow component, see [Embed Outbound Flows Into Record Pages (Optional)](https://help.salesforce.com/s/articleView?id=platform.ls_add_flow_to_record_page.htm&release=264.0.0&type=5 "When you embed a flow into a record page, users can schedule or modify appointments directly from the page. They don’t have to use the quick action, which launches the flow in a separate window and blocks users’ access to details on the page.").
3. Select an appointment mode.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note The group appointment mode doesn’t support anonymous bookings.
4. Select an attendee (service resource) for the appointment, and then click **Next**.
    
    You can select an attendee by name; search for an attendee by appointment topic (work type group), by appointment type, or by location (service territory); or select a resource from previously scheduled appointments.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note When you select the By name or By previously scheduled service appointments option, Salesforce Scheduler shows only service resources of the type Technician and doesn’t show assets.
5. Select a work type group, and then click **Next**.
    
    ![Important](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_important.png)
    
    Important By default, Salesforce Scheduler shows work type groups that support both drop-in and scheduled appointments. To filter out work type groups that support only drop-in appointments, use the Filter by Work Type Group IDs attribute on the Select Work Type Group flow page.
6. Select an appointment type, such as phone, video, or at a branch, and then click **Next**.
7. Select an appointment location:
    
    1. Enter an address, city, or ZIP code.
    2. Select the radius.
        
        A list of all active service territories that are associated with the selected appointment topic, including the branch name, address, and operating hours appears.
    3. Select a service territory.
    4. Click **Next**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note The Maps and Location Services permission is enabled in Enterprise editions by default.
8. Select a time slot, and then click **Next**.
9. If you’ve selected the group appointment mode, select group appointment details.
    
    1. Enter an attendee limit.
    2. Select the group appointment access type.
    3. To add the attendees, select **Add attendees to service appointment**.
    
    <table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small "><tbody><tr class=""><th style="vertical-align:top;" headers="d9532e283-option" id="d9532e287">Added Users</th><td style="vertical-align:top;" headers="d9532e283-desc d9532e287">Person accounts, leads, or contacts that the service resource adds when they create the service appointment.</td></tr><tr class=""><th style="vertical-align:top;" headers="d9532e283-option" id="d9532e296">Added and Experience Site Users</th><td style="vertical-align:top;" headers="d9532e283-desc d9532e296">Added users and the users who have access to the experience site for which the appointment enrollment URL is generated. If selected, experience site users who aren’t added to the appointment can access and enroll in it in the <strong class="uicontrol">Upcoming Events</strong> tab of the experience site.</td></tr><tr class=""><th style="vertical-align:top;" headers="d9532e283-option" id="d9532e308">Added, Experience Site, and Invited Users</th><td style="vertical-align:top;" headers="d9532e283-desc d9532e308">Added users, Experience site users, and the users who are invited individually by using the generated appointment enrollment URLs.</td></tr></tbody></table>
10. Review your service appointment details, enter a subject and description for the appointment if necessary, and then click **Next**.
11. Add attendees to the service appointment.
    
    1. To add the attendee to the list, select an attendee, and then click **Add**.
    2. Enter an email for the attendee.
        
        Salesforce Scheduler uses this email to send an enrollment confirmation email to the lead records.
    3. Repeat the steps to add more attendees, and then click **Next**.
    
    ![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/images/icon_note.png)
    
    Note The page to add attendees is available only if you’re creating a service appointment with group appointment mode.
12. If the appointment requires payment, generate a payment link.
    1. Review and confirm the payment amount.
    2. Salesforce Scheduler generates and shows a payment link. Share this link with the attendee so that they can pay for their appointment. If you're using the payments email templates, the link is also sent to the attendee's email address.
13. Click **Finish**.

#### See Also

- [Set Up the Outbound New Appointment Flow](https://help.salesforce.com/s/articleView?id=platform.ls_schedule_action.htm&release=264.0.0&type=5 "To give your users access to the provided Outbound New Appointment flow, add the Schedule Appointment action to lead, account, person account, and opportunity page layouts.")
- [Salesforce Payments Monitoring](https://help.salesforce.com/s/articleView?id=commerce.payments_reports_intro.htm&language=en_US)