You can reschedule a service appointment to change the appointment date and time or to
add more service resources to the appointment.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed |
| To run appointment flows: |
Run Flows |
| To create and modify appointments in Salesforce Scheduler: |
- Read, Create, and Edit on service appointments
- Read on accounts, contacts, operating hours, service resources, service territories,
work types, and work type groups
|
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On the Service Appointments tab, click the service appointment that you want to
reschedule.
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On the record page, click the Modify Service Appointment quick
action.
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Select a new time slot. Under Manage Service Resources, add one or more service resources,
if needed. Click Next.
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Review your service appointment details, click Next, and then click
Finish.