---
schema_version: "1"
id: ef6ba40462da009db9811fb6bdb829ca9c8545fc52355129c080ba88e7d79081
title: Set Up Salesforce Scheduler and Book Appointments
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_help_learning_map.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_help_learning_map.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 29a345dccad758ca080572b4e63309ebc3132ae465b24496605dc17120e4cdeb
description: 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.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# 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.

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

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          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_start.png" alt="get_started"></span>
            </p>
            <p>
              <strong>Get Started</strong>
            </p>
            <p>
              <a href="https://www.youtube.com/watch?v=n_twBUxeUaI" target="_blank">Video: Salesforce Scheduler Demo</a>
            </p>
            <p>
              <a href="https://www.youtube.com/playlist?list=PLFNbZmUNjID6oCylWDMfKO6g17NEJ1rLq" target="_blank">Video Series: Salesforce Scheduler Coaching
                Series</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/en/content/learn/modules/lightning-scheduler-industry-use-cases?trail_id=appointment-booking-with-lightning-scheduler" target="_blank">Trailhead: Salesforce Scheduler Industry Use
                Cases</a>
            </p>
            <p>
              <a href="https://www.salesforce.com/products/platform/products/lightning-scheduler/" target="_blank">Salesforce Scheduler Product &amp; License
                Information</a>
            </p>
            <p>
              <a href="https://www.salesforce.com/blog/financial-appointment-setting/" target="_blank">Blog: Appointment Setting for Financial Advisors
                Made Easy</a>
            </p>
            <p>
              <a href="https://www.salesforce.com/form/signup/lightning-scheduler-trial/?d=cta-header-13" target="_blank">Sign Up for Trail Org</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_supported_comm_licenses.htm&amp;release=264.0.0&amp;type=5" title="To configure inbound scheduling in your Experience Cloud site or on your website, your authenticated external users must have one of these communities licenses. Communities licenses are used with Experience Cloud sites and legacy portals. Browser support for Experience Cloud sites varies by the device on which you access the site or the template.">Supported Licenses when
                Enabling External Users to Request Appointments</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_schedule_resources_platform_starter_license.htm&amp;release=264.0.0&amp;type=5" title="Salesforce Scheduler is an add-on based product. It requires a base license, such as Sales Cloud, Service Cloud, Lightning CRM, or Platform Starter, to operate. If you’re looking for a cost-effective alternative to these base licenses, try the Platform Starter license, a license with limited capabilities. Assign the Lightning Platform Starter license and the Salesforce Scheduler add-on to users, such as sales associates and healthcare providers, who don’t schedule their own appointments. Users, such as customer service representatives, community users, or guest users, can create service appointments for these service resources.">Cost-Effective Alternative for Service Resources</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_build_1.png" alt="set_up_icon"></span>
            </p>
            <p>
              <strong>Set Up Business Information</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_assign_ls_setup_app.htm&amp;release=264.0.0&amp;type=5" title="The Salesforce Scheduler Setup app provides all the Salesforce Scheduler resources in one place (in the form of object tabs) and makes it easier for administrators to create, configure, and manage those resources. Assign the Salesforce Scheduler Setup app to the user profile of your admin who will create and manage Salesforce Scheduler resources.">Launch the Salesforce Scheduler Setup App</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_setup_assistant.htm&amp;release=264.0.0&amp;type=5" title="The Salesforce Scheduler Setup app includes a Salesforce Scheduler Setup Assistant tool that you can use to perform key setup tasks, including assigning permission sets, creating appointment resources, and embedding appointment scheduling into leads and referrals, cases, opportunities, and accounts. Alternatively, you can perform these tasks from Setup and object tabs in the Salesforce Scheduler Setup app.">Explore Salesforce Scheduler Setup Assistant</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_set_up_st.htm&amp;release=264.0.0&amp;type=5" title="Create and configure service territories to organize your service resources and ensure that they’re assigned to appointments near their home branch.">Set Up
                Service Territories</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_set_up_service_resources.htm&amp;release=264.0.0&amp;type=5" title="Create service resources to represent your employee attendees.">Set Up Service
                Resources</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_asset_scheduling_overview.htm&amp;release=264.0.0&amp;type=5" title="It’s easier than ever to book rooms and equipment, such as MRI machines or dialysis chairs, with Asset Scheduling.">Enable Asset Scheduling</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_set_up_wtg_wt.htm&amp;release=264.0.0&amp;type=5" title="Streamline appointment scheduling by creating work type groups (appointment topics) and work types (appointment templates).">Set Up
                Appointment Topic and Appointment Template</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_set_up_oh.htm&amp;release=264.0.0&amp;type=5" title="Operating hours represent the time slots during which appointments can be scheduled. For example, if a bank allows mortgage appointments at a branch only Monday through Wednesday, from 8 AM to 2 PM, create operating hours for the mortgage work type that reflect this requirement.">Set Up
                Operating Hours</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_manage_shifts.htm&amp;release=264.0.0&amp;type=5" title="Shifts enable service resources to set up and update their frequently changing work hours. Service resources can set up shifts for different work hours for the same service territory, set up shifts beyond their service territory’s operating hours, and even set up shifts for more than one service territory.">Create and Manage Shifts</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_set_up_holiday.htm&amp;release=264.0.0&amp;type=5" title="Service territories can be non-operational due to state or regional holiday, or due to unforeseen circumstances. Territory managers can create holidays and link the holidays to the service territories to avoid bookings on days when the service territory is closed. For example, territory managers can create a holiday for Independence day or for a day when there’s heavy snowfall predicted due to which the branch has to close temporarily. Appointments that are already booked for an unplanned holiday require rescheduling.">Set
                Up Holidays</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_change_labels_in_flow_screens.htm&amp;release=264.0.0&amp;type=5" title="To use your company's terminology, change the tab names and field names of Service Resource, Service Territory, Service Appointments, Work Type Group, and Work Type.">Change Labels in Flow
                Screens</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/en/content/learn/modules/lightning-scheduler?trail_id=appointment-booking-with-lightning-scheduler" target="_blank">Trailhead: Salesforce
                Scheduler</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_line_1.png" alt="lm_line_1"></span>
            </p>
            <p>
              <strong>Enable Salesforce Scheduler
                Settings</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_event_mgmt_overview.htm&amp;release=264.0.0&amp;type=5" title="When you enable the Event Management setting, Salesforce Scheduler writes service resources’ appointments as events on their Salesforce calendar. To write events from Salesforce calendar to external calendars, use a calendar sync tool such as Einstein Activity Capture. If a calendar sync tool doesn’t work for you, enable the Publish Appointments as Platform Events setting to trigger platform events when appointments are created, modified, or deleted in Salesforce Scheduler. Then, subscribe to the new AppointmentSchedulingEvent platform event and use an API to write the platform events to an external calendar.">Show Appointments as Events on Salesforce or
                External Calendars</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_multi_attendee_event.htm&amp;release=264.0.0&amp;type=5" title="After enabling the Multiple Service Resource Event setting, Scheduler groups individual events and lists all attendees (service resources) under a single event.">Multiple Service Resource Events</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_turn_on_block_resource.htm&amp;release=264.0.0&amp;type=5" title="Turn on Block Resource Availability to show the before and after appointment buffers on a service resource’s Salesforce calendar.">Show Appointments with Before and After Buffer Time on Salesforce
                Calendar</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_share_appnt_with_srvc_resources.htm&amp;release=264.0.0&amp;type=5" title="When you enable the Resource Appointment Sharing setting, Scheduler automatically shares a newly created service appointment with all assigned service resources. This setting provides appropriate permissions to service resources to manage their service appointments.">Share Service Appointments with
                Assigned Service Resources</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_appointment_distribution.htm&amp;release=264.0.0&amp;type=5" title="Appointment distribution lets you allocate appointments quickly and evenly among service resources. An equitable distribution of appointments ensures efficient use of service resources and increased productivity. Salesforce Scheduler uses service resources’ utilization scores to identify and suggest the least occupied eligible service resources for appointments. For an anonymous appointment, the least occupied eligible resource is automatically assigned to the appointment.">Appointment Distribution</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/en/content/learn/modules/appointment-distribution-with-salesforce-scheduler" target="_blank">Trailhead: Appointment
                Distribution</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_overview_operating_hours_for_STM_for_WTGs.htm&amp;release=264.0.0&amp;type=5" title="Salesforce Scheduler uses an intersection of operating hours of Service Territory, Service Territory Member, Work Type, and Account to determine service resource availability based on the scheduling policies and scheduler settings. If you want Salesforce Scheduler to also use work type groups to determine availability, enable the Operating Hours for Service Territory Members for Work Type Groups preference in Scheduler Settings. Then, enter work type groups for service territory member operating hours in service territory member records. This setting is enabled by default for orgs created after Summer ’21.">Determine Service Resource Availability by Work
                Type Groups</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_set_up_concurrent.htm&amp;release=264.0.0&amp;type=5" title="With concurrent scheduling, it’s easy to schedule multiple customer appointments in the same time slot. For example, a doctor’s office can let several patients book a Monday 1-2 PM appointment to ensure against downtime. Appointments appear as overlapping events on the Salesforce Calendar.">Enable Concurrent Scheduling</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_set_up_multiresource.htm&amp;release=264.0.0&amp;type=5" title="Multi-resource scheduling lets users create appointments that include more than one required service resource. An appointment can have a maximum of five required service resources: one primary required service resource plus four required service resources, including asset resources.">Enable Multi-Resource Scheduling</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://trailhead.salesforce.com/en/content/learn/modules/multi-resource-concurrent-and-inbound-scheduling-with-lightning-scheduler?trail_id=appointment-booking-with-lightning-scheduler" target="_blank">Trailhead: Multi-Resource,
                Inbound, and Concurrent Scheduling with Salesforce Scheduler</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_develop_1.png" alt="develop_icon"></span>
            </p>
            <p>
              <strong>Customize Appointment Booking Experience</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_scheduling_policies_overview.htm&amp;release=264.0.0&amp;type=5" title="Use a scheduling policy to enforce rules to help your users find the best service resources for an appointment. The scheduling policy ensures that an appointment meets the criteria that the policy rules define. For example, it considers service resources’ skills and service territory membership when searching for service resources. You can modify the Salesforce Scheduler Default Appointment Scheduling Policy or create custom scheduling policies and associate them with flows or use them in API calls.">Enforce Scheduling Policies in Salesforce
                Scheduler</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_read_calendars_overview.htm&amp;release=264.0.0&amp;type=5" title="During an appointment scheduling process, Salesforce Scheduler can check Salesforce calendar events and even external systems to determine the availability of service resources.">Check Calendars to Determine Availability of
                Service Resources</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_customize_flows.htm&amp;release=264.0.0&amp;type=5" title="The flows in Salesforce Scheduler are installed as standard flow templates. You can customize any of the flows to suit your business needs.">Customize Standard Flow
                Templates</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_flow_screen_customizations.htm&amp;release=264.0.0&amp;type=5" title="You can customize flow screens to meet your business needs. For example, you can change labels to use your company's terminology and change the preselected values.">Customize Flow Screen
                Components</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_share_srvc_resource_availability_using_invitation_url.htm&amp;release=264.0.0&amp;type=5" title="Service resources or their assistants can share the time period during which the resources are available for appointment booking. They can define and share the appointment criteria with users by creating an invitation URL. Users can navigate to the invitation URL and book an appointment. The URL directs users to the starting week of when the service resource is available.">Share Resource Availability by Using a
                URL</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_auto_assgnmnt_anonymous_schdlng.htm&amp;release=264.0.0&amp;type=5" title="You can enable automatic service resource assignment to let users schedule appointments without selecting service resources. Customers or guest users don’t always know the names of service resources. And sometimes they don’t care about which resource they’re assigned. After you enable automatic resource assignment, service resources are automatically assigned based on the time slots users select. Also, you can hide the assigned resources’ names on the appointment summary page to protect their privacy.">Enable Automatic Resource Assignment and
                Anonymous Scheduling</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_refresh_inputs_on_flow_pages.htm&amp;release=264.0.0&amp;type=5" title="Configure your Salesforce Scheduler flows to ensure that when users go back to a page and make changes during appointment scheduling, the changes are reflected on the subsequent pages. Otherwise, if a user doesn't select the right value on a previous page, they must cancel the scheduling process and start over.">Update Flows to Refresh
                Inputs</a>
            </p>
            <p>
              <a href="https://trailhead.salesforce.com/en/content/learn/modules/lightning-scheduler-customization?trail_id=appointment-booking-with-lightning-scheduler" target="_blank">Trailhead: Salesforce
                Scheduler Customization</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://developer.salesforce.com/docs/atlas.en-us.salesforce_scheduler_developer_guide.meta/salesforce_scheduler_developer_guide/salesforce_scheduler_apis_use_cases.htm" target="_blank">Build Custom Appointment
                Booking Experiences by Using Salesforce Scheduler APIs</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_line_1.png" alt="lm_line_1"></span>
            </p>
            <p>
              <strong>Personalize Appointment Booking
                Experience</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_add_service_resource_preferences_to_accounts.htm&amp;release=264.0.0&amp;type=5" title="To promote assignment of required service resources and prevent assignment of excluded service resources to service appointments, designate service resources as required or excluded on accounts.">Add Service Resource Preferences to
                Accounts</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_manage_time_zones.htm&amp;release=264.0.0&amp;type=5" title="Preset a default time zone for appointment time slot pages or dynamically set a time zone for them. Enable the time zone dropdown list on time slot pages to let users schedule appointments in the time zones they prefer.">Manage Time Zones for
                Appointments</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/dSpZ7RruUDQaukg2cYHfNM" target="_blank">Video: Personalize Salesforce
                Scheduler</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/3SdeRpBdgwmHE9kusaPwjt" target="_blank">Video: Customize Scheduler to Fit Your
                Needs</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/hFMCjStdvSurYaUgnn14Ci" target="_blank">Video: Configure Scheduler for
                Internationalization</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_develop_1.png" alt="develop_icon"></span>
            </p>
            <p>
              <strong>Set Up Appointment Booking Experience Channels</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_provide_flow_access_to_profiles.htm&amp;release=264.0.0&amp;type=5" title="Use flow access to limit users who can edit and run flows, with the Salesforce Scheduler Flow process type, based on their user records, profiles, or permission sets. To apply more granular security to an individual flow, override the default behavior of the flow. And then grant access to the flow based on user profiles or permission sets.">Manage Flow Access</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_distribute_outbound_flows.htm&amp;release=264.0.0&amp;type=5" title="Salesforce Scheduler provides standard flow templates to let your internal users (employees) quickly schedule appointments with customers. Users can easily search for and select the right person, topic, location, and date and time of the appointment. You can either use the provided standard flow templates or create flows based on those templates and customize them to suit your business needs.">Set Up Outbound Scheduling</a>
            </p>
            <div>
              <p>
                <a href="https://help.salesforce.com/s/articleView?id=platform.ls_set_up_inbound_scheduling.htm&amp;release=264.0.0&amp;type=5" title="Set up and configure the provided standard inbound flow templates to let your authenticated external users (customers and partners) and unauthenticated users (prospects) quickly schedule appointments with your employees.">Set Up Inbound Scheduling</a>
              </p>
            </div>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/U4pQed7ZTbJQG6TPMr912z?" target="_blank">Video: Enable Guest
                Users to Book Appointments by Using Flows in Salesforce
                Scheduler</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_audience_1.png" alt="schedule_appointment"></span>
            </p>
            <p>
              <strong>Schedule Appointments</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_work_with_appointments.htm&amp;release=264.0.0&amp;type=5" title="Use Salesforce Scheduler to schedule an appointment with a customer and an assigned resource or resources. Modify an appointment to reschedule it to a different date or time or to add more service resources. Cancel the appointment if the customer can no longer make it. After you schedule an appointment, deleting service resources, modifying work type durations, or modifying the appointment to remove assigned service resources can result in unexpected behavior.">Create and Manage Outbound Appointments</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_work_with_inbound_appointments.htm&amp;release=264.0.0&amp;type=5" title="Customers, partners, and prospects can use Salesforce Scheduler to schedule appointments with your service resources. They can also modify appointments to reschedule them or add service resources, and cancel appointments. After an appointment is scheduled, deleting service resources, modifying work type durations, or modifying the appointment to remove assigned service resources can result in unexpected behavior.">Create and Manage Inbound Appointments</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_book_srvc_appnt_using_invitation_url.htm&amp;release=264.0.0&amp;type=5" title="Use the appointment invitation URL to book service appointments.">Book a Service Appointment by Using an
                Appointment Invitation URL</a>
            </p>
            <p>
              <a href="https://salesforce.vidyard.com/watch/ofbw2V7Dd5uZNozLpV8hPr" target="_blank">Video: Share Service
                Resource Availability by Using an Invitation URL</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://salesforce.vidyard.com/watch/QFepfJNdsfRCQXoS9W2BKZ" target="_blank">Video: Generate an
                Appointment Invitation URL and Book Appointments Using Invitation
                URL</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_line_1.png" alt="lm_line_1"></span>
            </p>
            <p>
              <strong>Troubleshoot</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_debug_a_flow_as_another_user.htm&amp;release=264.0.0&amp;type=5" title="Test and debug a flow as another user without logging in as that user. You can troubleshoot a flow by seeing the flow’s debug log as a user sees it.">Debug a Salesforce Scheduler Flow as Another User</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_how_work_types_work_type_groups_and_service_territories_work_together.htm&amp;release=264.0.0&amp;type=5" title="Work types are appointment templates that define key parameters, such as appointment duration, preparation and wrap-up buffers, and availability time frame. Work types also map skill requirements for work type groups to ensure that users can create appointments only with service resources who have the necessary skills. A work type links service territories (branch or office locations) to work type groups (appointment topics).">How Work Types, Work Type Groups,
                and Service Territories Work Together</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_how_are_time_slots_determined.htm&amp;release=264.0.0&amp;type=5" title="When users schedule a service appointment, Salesforce Scheduler uses multiple factors, such as field values, scheduled appointments, absences, Scheduler Settings, and Scheduling Policies to determine available time slots.">How Salesforce Scheduler Determines Time Slots</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_functional_checklist_to_troubleshoot_flow_screens.htm&amp;release=264.0.0&amp;type=5" title="Salesforce Scheduler uses various settings, policies, and filters to show records on flow screens. When users don't see records on flow screens, troubleshoot using these steps. Before you troubleshoot, check data permissions and field-level permissions to confirm that users have the necessary access.">Checklist to Troubleshoot Flow
                Screens</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_fls_perm_checklist.htm&amp;release=264.0.0&amp;type=5" title="With field-level security (FLS) settings, you can restrict your users’ access to view and edit specific fields. You can also use FLS settings to provide access to fields that are required to create and modify appointments. If you face FLS permission errors, ensure that users have the necessary field-level permissions.">Field-Level Security Permissions
                Checklist</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_optimize_1.png" alt="measure_feedback"></span>
            </p>
            <p>
              <strong>Measure Feedback</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_template_appointment.htm&amp;type=5&amp;language=en_US" target="_blank">Appointment Analytics
                Template</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://help.salesforce.com/s/articleView?id=analytics.bi_app_prebuilt.htm&amp;type=5&amp;language=en_US" target="_blank">Explore Additional CRM
                Analytics Prebuilt Apps</a>
            </p>
          </td>

        </tr>
        <tr class="">
          <td class="slds-cell-wrap" style="vertical-align:top;">
            <p>
              <span style="vertical-align:text-bottom;display:inline-block;"><img style="margin-bottom:0;" src="https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-platform-scheduler-264-0-0-production-enus/0530be2f-891f-4263-a0d7-96ddca56a717/resources-global/_corporate/images/learning_maps/lm_integrate_end_2.png" alt="integrate_end"></span>
            </p>
            <p>
              <strong>Integrations and Add-ons</strong>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_complementary_products.htm&amp;release=264.0.0&amp;type=5" title="Use other Salesforce products and features, such as email, surveys, notes, calendar integration, and analytics, to extend Salesforce Scheduler functionality.">Extend Salesforce Scheduler with Complementary
                Products</a>
            </p>
            <p>
              <a href="https://developer.salesforce.com/docs/atlas.en-us.salesforce_scheduler_developer_guide.meta/salesforce_scheduler_developer_guide/salesforce_scheduler_integrate_with_internal_calendars.htm" target="_blank">Integrate Salesforce
                Scheduler with External Calendars Using Apex Classes and Platform
                Events</a>
            </p>
            <p>
              <a href="https://help.salesforce.com/s/articleView?id=platform.ls_expose_flow_on_website.htm&amp;release=264.0.0&amp;type=5" title="Add a Lightning Out-dependency app to your company website (external website) to give your unauthenticated users access to the Inbound New Guest Appointment flow.">Add the Inbound New Guest Appointment Flow to a
                Website</a>
            </p>
            <p style="margin-bottom:0;">
              <a href="https://developer.salesforce.com/docs/atlas.en-us.salesforce_scheduler_developer_guide.meta/salesforce_scheduler_developer_guide/salesforce_scheduler_intro.htm" target="_blank">Salesforce Scheduler
                Developer Guide</a>
            </p>
          </td>

          <td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td>

          <td class="slds-cell-wrap" style="vertical-align:top;">&nbsp;</td>

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

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

Tip When you’re ready to set up things, go to the [Guidance Center](https://help.salesforce.com/s/articleView?id=platform.admin_guidancecenter_ov.htm&type=5&language=en_US) for personalized help right inside the app. Then, look for Manage Salesforce Scheduler.