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Set Up Guest Service Appointment Modification

Unauthenticated users (prospects) can modify or cancel their appointments after you configure the Inbound New Guest Appointment flow and Modify Guest Service Appointment flow templates. Set up the email notification templates that are sent when your users modify or cancel their service appointments.

Required Editions

Available in: Lightning Experience.
Available in: Enterprise and Unlimited Editions

Salesforce Scheduler provides these email templates for guest service appointments.

Email Template Name Email Template API Name Description
Scheduled Service Appointment Confirmation Email SalesforceSchedulerCreateApptEmailTemplate Email template to confirm the scheduling of a service appointment.
Rescheduled Service Appointment Confirmation Email SalesforceSchedulerModifyApptEmailTemplate Email template to confirm the rescheduling of a service appointment.
Canceled Service Appointment Confirmation Email SalesforceSchedulerCancelApptEmailTemplate Email template to confirm the canceling of a service appointment.

If you’re creating a custom email template, add these keywords in the href tag that invokes the Modify Guest Service Appointment flow.

  • For a custom template for Scheduled Service Appointment Confirmation Email, add [[MODIFY_APPT_FLOW_URL]].
  • For a custom template for Rescheduled Service Appointment Confirmation Email, add [[MODIFY_APPT_FLOW_URL]].
  • For a custom template for Canceled Service Appointment Confirmation Email, add [[CREATE_APPT_FLOW_URL]].
Example
Example 
<p> If you change your mind, <a href=＂modify [[MODIFY_APPT_FLOW_URL]]＂> cancel the appointment</a>.</p>
  • Configure the Inbound New Guest Appointment Flow
    Assign email notification templates that are sent to the guest users when they create an appointment. The email notification templates include a link that invokes the Modify Guest Service Appointment flow. To invoke the flow, set the URL for the experience site that has the Modify Guest Service Appointment flow added.
  • Configure the Modify Guest Service Appointment Flow
    Assign the confirmation email notification templates that are sent to the guest users when they modify or cancel their appointments. The email notification templates include a link that invokes the Inbound New Guest Appointment flow. To invoke the flow, set the URL for the experience site that has the Inbound New Guest Appointment flow added.
  • Set Up Experience Site for Modifying Guest Service Appointments
    Create an experience site that your authenticated users (prospects) can use to modify their service appointments.

See Also