---
schema_version: "1"
id: b4dec1bca58b2ae3c997ddb868dffa837317899cfffb56bd7ffc03247d5965bf
title: Prepare for Field Service Appointment Assistant
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_appointment_assistant_before_you_begin.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_before_you_begin.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: d682b742fd13ea4a3d79cef01671de3c54873009253acfa465f428f53a3402bd
description: Before you set up Appointment Assistant, follow these steps.
products:
  - Field Service
release: "264"
---
# Prepare for Field Service Appointment Assistant

Before you set up Appointment Assistant, follow these steps.

### 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 Field Service core features, managed package, and mobile app are available in <strong>Enterprise</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions.</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">The Field Service Appointment Assistant managed package and permission set license are required.</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%">
          <col style="width:50%">
        </colgroup>
        <thead class="slds-text-title_caps ">
          <tr class="">
            <th scope="colgroup" class="slds-cell-wrap" colspan="2" style="text-align:center;vertical-align:top;" id="d77366e80">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d77366e80 ">To create, customize, or publish a site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d77366e80 ">Create and Set Up Experience Sites AND View Setup and Configuration</td>

          </tr>
        </tbody>
      </table>

## Step 1: Install the Appointment Assistant Package

Install the latest versions of the packages.

To install the latest versions of the Salesforce Field Service Managed Package and Appointment Assistant, see [Field Service Package Installation Hub](https://d36000000z1fneac.my.salesforce-sites.com/install).

## Step 2: Create an Experience Builder Site for Appointment Assistant

To build a responsive web page for the Field Service Appointment Assistant components, first create an Experience Builder site.

1. Enable Digital Experiences in your Salesforce org.
2. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
3. Click **New**.
4. Follow the instructions for [setting up an Experience Cloud site](https://help.salesforce.com/articleView?id=networks_setup_maintain_communities.htm&language=en_US).
    
    ![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 When selecting an Experience Cloud template, don’t use the Lightning Web Runtime (LWR) templates.

## Step 3: Set Up Digital Engagement for Appointment Assistant

Salesforce Digital Engagement, which is an optional purchase, works seamlessly with Field Service Appointment Assistant when sending SMS notifications and using messaging apps like WhatsApp to update customers. However, you don’t need Digital Engagement to use Appointment Assistant. Instead, you can send customer messages through other channels such as email.

To use Digital Engagement, see [Set Up Messaging Channels](https://help.salesforce.com/articleView?id=livemessage_setup.htm&language=en_US).

![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 For information on the features included in the Digital Engagement subscription, see our [pricing docs](https://www.salesforce.com/editions-pricing/service-cloud/digital-engagement/).

Unused conversations and triggered and bulk messages are forfeited at the subscription’s end date. To purchase additional conversations or triggered and bulk messages, contact your Salesforce representative.