---
schema_version: "1"
id: 4e848fb13d67ce529af9e8be45c86090976f347b4e91c5b2e8dfc0694b421515
title: Set Up Customer-Initiated Scheduling for Field Service in the Legacy Agentforce Builder
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_einstein_agentforce_scheduling_setup.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_einstein_agentforce_scheduling_setup.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 4bf8175c46dba349be0d9c1866501e732499dff49153da9588fd352ec22e16ae
description: Customer-Initiated Scheduling can be implemented using Agentforce Service Agent or Scheduling agent. You can use any supported messaging channel or Enhanced Chat. Common use cases include allowing customers to interact with the agent directly in the various channels, or allowing contractors and internal employees, who don’t have direct access to the org, to interact with the agent via the Partner Community.
products:
  - Field Service
release: "264"
---
# Set Up Customer-Initiated Scheduling for Field Service in the Legacy Agentforce Builder

Customer-Initiated Scheduling can be implemented using Agentforce Service Agent or Scheduling agent. You can use any supported messaging channel or Enhanced Chat. Common use cases include allowing customers to interact with the agent directly in the various channels, or allowing contractors and internal employees, who don’t have direct access to the org, to interact with the agent via the Partner Community.

### Required Editions

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small edition"><colgroup><col></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Field Service and Foundations. Also available with <strong>Einstein 1 Field Service</strong> Edition or <strong>Agentforce 1 Field Service</strong> Edition.</td></tr></tbody></table>

![Note](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/images/icon_note.png)

Note We recommend using the New Agentforce Builder for Customer-Initiated Scheduling. For instructions using Agentforce Studio, see [Set Up Customer-Initiated Scheduling in the New Agentforce Builder](https://help.salesforce.com/s/articleView?id=service.fs_agentforce_autonomous_scheduling_customer_initiated_setup_studio.htm&release=264.0.0&type=5 "Customer-Initiated Scheduling is implemented using the Field Service Scheduling agent. You can use any supported messaging channel or Enhanced Chat. Common use cases include allowing customers to interact with the agent directly in the various channels, or allowing contractors and internal employees, who don’t have direct access to the org, to interact with the agent via the Partner Community.").

Before you begin, review the [prerequisites](https://help.salesforce.com/s/articleView?id=service.fs_einstein_agentforce_scheduling_prereq.htm&release=264.0.0&type=5 "Make sure to complete these steps before creating your agents.") for Autonomous Scheduling.

- **[Create the Field Service Scheduling Agent for Customer-Initiated Scheduling in the Legacy Agentforce Builder](https://help.salesforce.com/s/articleView?id=service.fs_einstein_agentforce_scheduling_customer_initiated_create_agent.htm&release=264.0.0&type=5)**  
    Create the Field Service Scheduling agent from the template in the legacy Agentforce Builder.
- **[(Optional) Set Up Customer-Initiated Scheduling for Prospect Customers in the Legacy Agentforce Builder](https://help.salesforce.com/s/articleView?id=service.fs_agentforce_autonomous_scheduling_guest.htm&release=264.0.0&type=5)**  
    By default, only authenticated customers can use Customer-Initiated Scheduling. You can configure guest user access to let prospect customers schedule appointments without needing a contact record.
- **[Connect the Agent to Your Messaging Channel in the Legacy Agentforce Builder](https://help.salesforce.com/s/articleView?id=service.fs_einstein_agentforce_scheduling_customer_initiated_setup_messaging_channel.htm&release=264.0.0&type=5)**  
    Now that you’ve created your agent, you’re ready to connect it to your messaging channel.
- **[Route Your Customer-Initiated Scheduling Conversations in the Legacy Agentforce Builder](https://help.salesforce.com/s/articleView?id=service.fs_einstein_agentforce_scheduling_customer_initiated_setup_routing.htm&release=264.0.0&type=5)**  
    Set up Omni-Channel flows to route conversations to and from your agent.