---
schema_version: "1"
id: b37889ac34e8590b1081d016c765e90a6f5132b90f0732a777570e586adefe82
title: Set Up Scheduling for Authenticated External Users
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/platform/264-0-0/ls_inbound_overview.md
canonical_url: https://help.salesforce.com/s/articleView?id=platform.ls_inbound_overview.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: fed22bd774e35148a2cccf0585d24c4ab80a9d4952ee4487e7eeef4d995e9a65
description: With Salesforce Scheduler, your authenticated external users (customers and partners) can use standard flow templates to quickly schedule appointments with your employees. 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 requirement.
products:
  - Scheduler
  - Salesforce Platform
release: "264"
---
# Set Up Scheduling for Authenticated External Users

With Salesforce Scheduler, your authenticated external users (customers and partners) can use standard flow templates to quickly schedule appointments with your employees. 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 requirement.

### 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>

Salesforce Scheduler provides these standard flow templates for authenticated external users.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small ">
      <colgroup>
        <col style="width:50%">
        <col style="width:50%">
      </colgroup>
      <thead class="slds-text-title_caps ">
        <tr class="">
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22536e73">Flow</th>
          <th scope="col" class="slds-cell-wrap" style="vertical-align:top;" id="d22536e76">Purpose</th>
        </tr>
      </thead>
      <tbody>
        <tr class="">
          <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d22536e73 ">Inbound New Appointment</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d22536e76 ">
            <p>Walks an authenticated external user through scheduling an appointment with one or more
              employees or contractors.</p>
            <p style="margin-bottom:0;">You can modify this flow and make it available as an outbound
              flow to community users. For more information, see <a href="https://help.salesforce.com/s/articleView?id=platform.ls_modify_inbound_as_outbound.htm&amp;release=264.0.0&amp;type=5" title="To provide the inbound flow as an outbound flow, use the Outbound flow available to community users attribute. With the outbound flow enabled, service resources who are contractors can create and manage service appointments for either an account, opportunity, or lead. Contractors can also request their assistants to book appointments on their behalf.">Make the Inbound Flow Available as an Outbound Flow</a>. By using the modified flow, partner users, such as independent wealth
              advisers or automotive dealership personnel, can easily book appointments.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d22536e73 ">Inbound Modify Appointment</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d22536e76 ">
            <p>Walks an authenticated external user through modifying a scheduled
              appointment.</p>
            <p style="margin-bottom:0;">Partner users (contractors) can also use this flow to modify their
              appointments using Experience Cloud.</p>
          </td>

        </tr>
        <tr class="">
          <td data-label="Flow" class="slds-cell-wrap" style="vertical-align:top;" headers="d22536e73 ">Inbound Cancel Appointment</td>

          <td data-label="Purpose" class="slds-cell-wrap" style="vertical-align:top;" headers="d22536e76 ">Walks an authenticated external user through canceling a scheduled appointment.</td>

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

To give your authenticated external users access to inbound appointment flows, add inbound appointment flows in your Experience Cloud site.

- **[Grant Authenticated Users Required User and Object Permissions](https://help.salesforce.com/s/articleView?id=platform.ls_comm_user_permissions.htm&release=264.0.0&type=5)**  
    To schedule appointments, authenticated users need certain user and object permissions. You can grant these permissions to users through their user profiles or permission sets.
- **[Update Sharing Settings for Authenticated External Users Who Schedule Appointments](https://help.salesforce.com/s/articleView?id=platform.ls_comm_user_sharing_settings.htm&release=264.0.0&type=5)**  
    Use organization-wide default sharing settings to set the baseline external access for Salesforce Scheduler records.
- **[Additional Configuration for Inbound Modify Appointment Flow](https://help.salesforce.com/s/articleView?id=platform.ls_inbound_modify_additional_config.htm&release=264.0.0&type=5)**  
    If the Event Management setting is enabled in your org, you must perform extra steps to make the Inbound Modify Appointment flow work.
- **[Add Inbound Flows to an Experience Cloud Site](https://help.salesforce.com/s/articleView?id=platform.ls_publish_inbound_flow.htm&release=264.0.0&type=5)**  
    Add one or more inbound flows to your site to let your authenticated site users schedule, modify, or cancel appointments.
- **[Make the Inbound Flow Available as an Outbound Flow](https://help.salesforce.com/s/articleView?id=platform.ls_modify_inbound_as_outbound.htm&release=264.0.0&type=5)**  
    To provide the inbound flow as an outbound flow, use the Outbound flow available to community users attribute. With the outbound flow enabled, service resources who are contractors can create and manage service appointments for either an account, opportunity, or lead. Contractors can also request their assistants to book appointments on their behalf.

#### See Also

- [Customize Standard Flow Templates](https://help.salesforce.com/s/articleView?id=platform.ls_customize_flows.htm&release=264.0.0&type=5 "The flows in Salesforce Scheduler are installed as standard flow templates. You can customize any of the flows to suit your business needs.")
- [Salesforce Scheduler Standard Flow Templates](https://help.salesforce.com/s/articleView?id=platform.ls_provided_flows.htm&release=264.0.0&type=5 "The Salesforce Scheduler standard flow templates walk users or customers through scheduling, modifying, and canceling appointments.")