---
schema_version: "1"
id: 9b6ada345a1e349376d25e2d318871c7c084639a7c6ec81538232b91890ed041
title: Schedule an Inbound 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_inbound_appointments.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_create_inbound_appointments.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: ea454c0134196b4e7e56b6a261367f8fc9f672f8fb8cc3ad8c0ef81da5ef91df
description: Customers, partners, and prospects can schedule a meeting—in person, by phone, or by video—with service resources. They can also create a group appointment and add multiple person accounts or contact records as attendees.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Schedule an Inbound Appointment in Salesforce Scheduler

Customers, partners, and prospects can schedule a meeting—in person, by phone, or by video—with service resources. They can also create a group appointment and add multiple person accounts 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="d26945e69">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26945e69 ">To run appointment flows:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26945e69 ">Run Flows</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d26945e69 ">To create and modify appointments in Salesforce Scheduler:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d26945e69 ">
              <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 If you’ve enabled multi-resource scheduling and you want to view the service resource name of the associated service appointment in the upcoming appointments section, set the `disableMultiResource` flow variable to false.

1. On the **Home** tab, click **Schedule Appointment**.
2. Select an appointment mode.
3. Select an attendee (service resource) for the appointment.
    
    You can select an attendee by name or search for an attendee by appointment topic (work type group), appointment type, or location (service territory).
4. Click **Next**.
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 if necessary, and then click **Next**.
7. Select a service territory (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 appear.
    3. Select a service territory.
    4. Click **Next**.
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="d26945e256-option" id="d26945e260">Added Users</th><td style="vertical-align:top;" headers="d26945e256-desc d26945e260">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="d26945e256-option" id="d26945e269">Added and Experience Site Users</th><td style="vertical-align:top;" headers="d26945e256-desc d26945e269">Added users and the users who have access to the experience site for which the appointment enrollment URL is generated.</td></tr></tbody></table>
10. Review your service appointment details.
11. If necessary, enter a subject and description for the appointment.
12. Add attendees to the service appointment.
    
    1. To add the attendee to the list, select an attendee, and then click **Add**.
    2. If necessary, enter an email for the attendee.
    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.
13. Click **Next**.
14. If the appointment requires payment, pay to confirm the booking.
    1. Review and confirm the payment amount and click **Pay Now**.
    2. Enter your payment details and click **Pay**.
15. Click **Finish**.