Reschedule an Inbound Appointment in Salesforce Scheduler

Customers, partners, and prospects can reschedule a service appointment to change the appointment date and time or to add 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. On the Service Appointments tab, click the service appointment that you want to reschedule.
  2. Click Modify Inbound Appointment.
  3. Select a new time slot. Click Manage, and then add resources, if needed. Click Next.
  4. Review your service appointment details.
  5. If needed, modify the subject and description for the appointment.
  6. Click Next, and then click Finish.