View and edit appointment details from the Service Appointment side panel within the Scheduling Console while keeping the Gantt and appointment list in full view. From the panel you can browse information such as appointment details, parent record fields, related lists, and scheduling history across organized tabs. You can also edit fields inline or open the panel directly in edit mode, making it easier to manage appointments during active scheduling.
Where: This feature is available in Lightning Experience and Aura sites accessed through Lightning Experience in Enterprise, Unlimited, and Developer editions with the Field Service managed package installed.
How: To customize the side panel, go to Setup, enter Lightning App Builder in the Quick Find box, and select Lightning App Builder. Edit the default Service Appointment Side Panel Lightning page or create a new one to add, remove, or reorder tabs. To open the side panel, in the Service Appointment popover—accessible from the Gantt, appointment list, or map—click the side panel icon. You can also double-click a service appointment tile on the Gantt or a service appointment marker on the map.