Streamline appointment bookings with the ability to pay for service appointments. Salesforce Scheduler uses Salesforce Payments to integrate payments into inbound and outbound appointment booking flows.
Required Editions
| Available in: Lightning Experience. |
| Available in: Enterprise and Unlimited Editions |
For combinations of work types and service territories, turn on payments and then configure rates for appointments. Depending on the type of appointment, payment flows vary in these ways:
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Outbound appointments: When booking appointments, Salesforce Scheduler generates a payment link. Your customer service representative can share this link with customers for payment. Salesforce Scheduler also provides email templates to send customers the payment link.
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Inbound appointments: When booking appointments, your customers can pay for them.
These topics describe how to set up payments.
- Considerations for Using Payments
Before you use payments, keep these considerations in mind. - Before You Begin
Before you turn on payments in Salesforce Scheduler, set up Salesforce Payments. - Turn On Payments
Enable payments in your Salesforce org to enable paid service appointments. - Customize Payment Link Expiry
Set the number of minutes after which a payment link expires. - Set the Payment Method Set Key
When booking a paid appointment, Salesforce Scheduler uses the specified payment method set to show payment options. - Configure Rate Cards
Salesforce Scheduler determines the price of a service appointment using its related work types and service territories. To set prices for service appointments, select combinations of work types and service territories and then set their base price.