Set Up Salesforce Scheduler and Book Appointments

Salesforce Scheduler, formerly Lightning Scheduler, gives you the tools to simplify appointment scheduling in Salesforce. Create a personalized experience for scheduling customer appointments—in person, or by phone or video—with the right person at the right place and time. Optimize resource scheduling by using advanced features, such as appointment distribution and service resource filtering. Provide appointment booking experience from Salesforce Lightning Service Console, Experience Cloud sites, and your company websites.

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get_started

Get Started

Video: Salesforce Scheduler Demo

Video Series: Salesforce Scheduler Coaching Series

Trailhead: Salesforce Scheduler Industry Use Cases

Salesforce Scheduler Product & License Information

Blog: Appointment Setting for Financial Advisors Made Easy

Sign Up for Trail Org

Supported Licenses when Enabling External Users to Request Appointments

Cost-Effective Alternative for Service Resources

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Set Up Business Information

Launch the Salesforce Scheduler Setup App

Explore Salesforce Scheduler Setup Assistant

Set Up Service Territories

Set Up Service Resources

Enable Asset Scheduling

Set Up Appointment Topic and Appointment Template

Set Up Operating Hours

Create and Manage Shifts

Set Up Holidays

Change Labels in Flow Screens

Trailhead: Salesforce Scheduler

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Enable Salesforce Scheduler Settings

Show Appointments as Events on Salesforce or External Calendars

Multiple Service Resource Events

Show Appointments with Before and After Buffer Time on Salesforce Calendar

Share Service Appointments with Assigned Service Resources

Appointment Distribution

Trailhead: Appointment Distribution

Determine Service Resource Availability by Work Type Groups

Enable Concurrent Scheduling

Enable Multi-Resource Scheduling

Trailhead: Multi-Resource, Inbound, and Concurrent Scheduling with Salesforce Scheduler

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Customize Appointment Booking Experience

Enforce Scheduling Policies in Salesforce Scheduler

Check Calendars to Determine Availability of Service Resources

Customize Standard Flow Templates

Customize Flow Screen Components

Share Resource Availability by Using a URL

Enable Automatic Resource Assignment and Anonymous Scheduling

Update Flows to Refresh Inputs

Trailhead: Salesforce Scheduler Customization

Build Custom Appointment Booking Experiences by Using Salesforce Scheduler APIs

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Personalize Appointment Booking Experience

Add Service Resource Preferences to Accounts

Manage Time Zones for Appointments

Video: Personalize Salesforce Scheduler

Video: Customize Scheduler to Fit Your Needs

Video: Configure Scheduler for Internationalization

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Set Up Appointment Booking Experience Channels

Manage Flow Access

Set Up Outbound Scheduling

Video: Enable Guest Users to Book Appointments by Using Flows in Salesforce Scheduler

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Schedule Appointments

Create and Manage Outbound Appointments

Create and Manage Inbound Appointments

Book a Service Appointment by Using an Appointment Invitation URL

Video: Share Service Resource Availability by Using an Invitation URL

Video: Generate an Appointment Invitation URL and Book Appointments Using Invitation URL

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Troubleshoot

Debug a Salesforce Scheduler Flow as Another User

How Work Types, Work Type Groups, and Service Territories Work Together

How Salesforce Scheduler Determines Time Slots

Checklist to Troubleshoot Flow Screens

Field-Level Security Permissions Checklist

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Measure Feedback

Appointment Analytics Template

Explore Additional CRM Analytics Prebuilt Apps

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Integrations and Add-ons

Extend Salesforce Scheduler with Complementary Products

Integrate Salesforce Scheduler with External Calendars Using Apex Classes and Platform Events

Add the Inbound New Guest Appointment Flow to a Website

Salesforce Scheduler Developer Guide

   
Tip
Tip When you’re ready to set up things, go to the Guidance Center for personalized help right inside the app. Then, look for Manage Salesforce Scheduler.