Schedule physical spaces and equipment alongside staff so every appointment has the right people and gear lined up. Give visitors a way to book and update their own appointments through an email link. Let registered Experience Site users handle their own bookings and see upcoming and past activity in one place.
- Schedule Rooms and Equipment Alongside Staff with Asset Scheduling for Interactions
Book rooms and equipment, such as meeting rooms, with Asset Scheduling for interactions. Schedule, reschedule, or cancel interactions with assets to better manage your workforce and resources. Treat physical resources like your service resources, which helps office environments where an appointment requires both a person and a specific room or piece of equipment. - Let Guests Manage Interactions Through Email Without Signing In
Set up guest scheduling so visitors can reschedule and cancel interactions through email links without signing in. Configure the email template to deliver email notifications to attendees with a link to reschedule or cancel. - Offer Self-Service Interaction Management on Experience Sites for Registered Customers
Your registered customers can now create, modify, and cancel inbound interactions linked to Agentforce Public Sector related objects on Experience Sites. For example, registered customers can schedule an appointment linked to a public complaint using your Experience Site. New components display upcoming and past interactions on home pages and related lists. Also, mark an interaction as anonymous so the booking flow auto-assigns resources and skips the selection screen. - Book Resources Anonymously
Automatically select resources based on the appointment slot when your users and customers schedule appointments. Mark specific flows as anonymous so that the case worker or manager is hidden during the booking process.