Modify a Guest Service Appointment

Guest users can reschedule a service appointment to change the appointment date and time or the selected service resources.

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
  1. From the appointment confirmation email, click the text with the link to modify the service appointment.
  2. Select Modify Service Appointment, and then click Next.
  3. Select a service resource and an available time slot, and then click Next.
  4. Review the modified service appointment details, and then click Next.
  5. Click Finish.