Pull rooms, gear, and people together for every appointment and let guests and registered users manage their own bookings. Set shifts on a repeating schedule so coverage stays predictable and setup stops being a chore. Spread appointments evenly across your team so no one ends up overloaded.
- Interactions
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. - Automate Schedule Management with Recurring Shifts
Establish consistent scheduling logic and a seamless experience for your admins and users. You can now automatically generate recurring shifts. Provide predictable scheduling behavior and a simpler configuration process. - Balance Workloads Across Service Resources with Load Balancing
Distribute appointments across your service resources with the new Load Balancing scheduling objective in Workforce Scheduling. Balance by number of appointments or total appointment duration, and set the time window to daily, weekly, or monthly, or custom. - Keep Scheduled Appointments Intact When You Convert Leads
When you convert a lead with scheduled appointments, automatically update the appointment records to associate with an account, contact, or opportunity. The scheduled service appointments are automatically updated and your service resources keep their commitments. Also, any existing scheduling policies and assignments continue to apply to these converted records.