Set Up Group Service Appointments

After you configure the Outbound New Appointment flow and Enroll or Unenroll Service Appointment Attendee flow templates, authenticated external users (customers and partners) and unauthenticated users (prospects) can quickly enroll to or unenroll from group appointments with your employees. Also, set up email notification templates that are sent when your users enroll to or unenroll from a group service appointment.

Available in: Lightning Experience.

Available in: Enterprise and Unlimited Editions

• Considerations for Group Service Appointments
  Here are some things to keep in mind when you schedule a group service appointment.
• Configure the Outbound New Appointment Flow for Group Appointments
  Service resources can create group appointments and send email notifications to your customers, partners, and prospects after you configure the Outbound New Appointment flow. Configure the Outbound New Appointment flow to generate enrollment URLs for two experience sites, an enrollment URL for guests, and an unenrollment URL.
• Configure the Enroll and Unenroll Service Appointment Attendees Flow for Experience Site Setup
  To create experience site URLs for group appointment enrollment and to send emails to your users when they enroll to a group appointment, configure the Enroll and Unenroll Service Appointment Attendees flow.
• Set Up Experience Site for Authenticated External Users for Enrollment and Unenrollment
  Create an experience site that your authenticated external users (customers and partners) can use to enroll to and unenroll from the group service appointment.
• Set Up Experience Site for Unauthenticated Users for Enrollment and Unenrollment
  Create an experience site that your unauthenticated users (prospects) can use to enroll to and unenroll from the group service appointment.