---
schema_version: "1"
id: b9b4c64e56a7e7397b7f598c60c91e1a6523184a19a4e96ebf074f8a34c0c426
title: Enable Service Appointment Bundling
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/fs_set_up_bundling_enable.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_enable.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d0e88c09f8422f43f6e2ccb2374a4310ca49ba4735373c73fc62515b0543a5ce
description: Enable appointment bundling in Field Service Settings.
products:
  - Field Service
release: "264"
---
# Enable Service Appointment Bundling

Enable appointment bundling in Field Service Settings.

### 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: both Salesforce Classic (not available in all orgs) and Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Agentforce Field Service and Operations core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr></tbody></table>

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small permission">
        <colgroup>
          <col style="width:50%">
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        <thead class="slds-text-title_caps ">
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            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d54832e72">User Permissions Needed</th>
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        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d54832e72 ">To enable appointment bundling:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d54832e72 ">Customize Application</td>

          </tr>
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1. From the App Launcher, open **Field Service Settings**.
2. Click **Scheduling**, and then click **Bundling**.
    
    ![Appointment Bundling feature toggle](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-service-support_field_service-264-0-0-production-enus/3f7dceb9-dd70-454a-b49e-bbb4526a158d/support_field_service/images/fs_bundle_feature_toggle.png)
3. Enable bundling service appointments and save your changes.
4. To access the additional settings, refresh your browser.

- **[Default Appointment Bundle Policy and Related Policies](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_default_policies.htm&release=264.0.0&type=5)**  
    If no policies exist, a default appointment bundle policy is created along with some of its related policies. Access Appointment Bundle Policy from the App Launcher. Access the remaining policies from the Related tab of the appointment bundle policy.
- **[Default Appointment Bundle Config](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_default_config.htm&release=264.0.0&type=5)**  
    If an appointment bundle config doesn’t exist, a default one is created. Access Appointment Bundle Config from the App Launcher.
- **[Set Up Automatic Bundling](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_automatic.htm&release=264.0.0&type=5)**  
    Use automatic bundling to create and update bundles instead of managing them manually. Automatic bundling includes two modes: Automated Bundling and Live Bundling. The automatic bundling process looks for service appointments in a particular service territory and then looks at the priority of the bundle policy. After the bundles are created, they appear in the work list with the status None and can be scheduled.
- **[Create Recordset Filter Criteria for Bundling Appointments](https://help.salesforce.com/s/articleView?id=service.fs_set_up_bundling_rfc.htm&release=264.0.0&type=5)**  
    You can create filters to bundle only the appointments that meet the criteria that you set. Creating recordset filter criteria is optional, but if you want to use them in the bundle policies, you must create them first.