---
schema_version: "1"
id: 5f3ac87fdafdac8e9854b4662f4d3a51c4645383322e5dd975a9308f321a7438
title: Prepare for Self-Service Scheduling
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/mfs_appointment_assistant_sss_before_you_begin.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.mfs_appointment_assistant_sss_before_you_begin.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 61aa80fb4dc4fb9bd751123d96711d87fd450d53412ce2ea54c792671e103193
description: Before you set up Appointment Assistant Self-Service Scheduling, follow these steps.
products:
  - Field Service
release: "264"
---
# Prepare for Self-Service Scheduling

Before you set up Appointment Assistant Self-Service Scheduling, 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="d32314e80">User Permissions Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32314e80 ">To create permission sets:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32314e80 ">Manage Profiles and Permission Sets</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d32314e80 ">To create, customize, or publish a site:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d32314e80 ">Create and Set Up Experience Sites AND View Setup and Configuration</td>

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

## Step 1: Assign a Permission Set

You can use this permission set for Field Service mobile workers and Field Service admins. For Appointment Assistant Self-Service Scheduling, you need only one Appointment Assistant license per Salesforce org to book or reschedule appointments.

1. From Setup, in the Quick Find box, enter Users, and then select **Permission Sets**.
2. Create a permission set.
    1. Click **New**.
    2. For Label, enter the name of the permission set, for example, Appointment Assistant.
    3. Click the API Name field to populate it.
    4. For License, select **Field Service Appointment Assistant**.
        
        ![The Permissions Sets page is opened.](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/mfs_aa_2_permission_sets.png)
        
        The Field Service Appointment Assistant license is an add-on license. If the license isn’t available for selection, ask your account executive for help.
    5. Save the permission set.
3. Enable the permission set.
    1. Open the Appointment Assistant permission set that you created.
    2. In System, click **System Permissions**.
    3. Click **Edit** and enable the Field Service Appointment Assistant permission.
        
        ![The Permissions Sets page is opened.](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/mfs_aa_3_system_permissions.png)
    4. Save your changes.
4. Assign this permission set to one of the admin users.

## Step 2: Set Up the Experience Site for Authenticated Users

Contacts can view your Experience Site to book, reschedule, cancel, and confirm their appointments after logging in.

1. From Setup, in the Quick Find box, enter Users, and then select **Users**.
2. Add permissions to the contact user who has login permissions to the Experience Site.
    1. In Permission Set License Assignments, enable the **Field Service Standard** permission.
    2. In Permission Set Assignments, add **Field Service Self Service Permissions**.
3. From the user profile, enable the Apex classes.
    1. Go to Enabled Apex Class Access, and click **Edit**.
    2. Add these Apex classes:
        
        ![Enabled apex classes](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/mfs_aa_sss_enabled_apex_classes.png)
4. From the user profile, enable access to the flows.
    1. Go to Enabled Flow Access, and click **Edit**.
    2. Add your Self-Service Scheduling flows to the enabled flows.

## Step 3: Set Up the Experience Site for Guest Users

Guest users can view your Experience Builder site without logging in. All guest visitors to a public site share a guest user record, one per site, and have the same access level.

1. From Setup, in the Quick Find box, enter Digital Experiences, and then select **All Sites**.
2. In the row for your site, click **Builder**.
3. In Experience Builder, click **Settings** ![Settings button](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/mfs_aa_9_settings_button.png).
4. Enable public access.
    
    ![Public access to site.](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/mfs_aa_11_public_access.png)
5. In Guest User Profile, click **<Your Site Name> Profile**.
    
    ![Guest user profile](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/mfs_aa_10_guest_user_profile.png)
6. From the guest user profile, add permissions.
    1. Click **View Users**, and then click the user’s name.
    2. In Permission Set License Assignments, click **Edit Assignments**, and enable **Field Service Guest User**. Then, save your changes.
    3. In Permission Set Assignments, click **Edit Assignments**, and add **Field Service Guest User Permissions** to the enabled permission sets. Then, save your changes.
        
        If Field Service Guest User Permissions doesn’t appear in the list, create a Field Service permission set for guest users.
7. From the guest user profile, enable the Apex classes.
    1. Go to Enabled Apex Class Access, and click **Edit**.
    2. Add these Apex classes:
        
        ![Enabled apex classes](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/mfs_aa_sss_enabled_apex_classes.png)

![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 Make sure that the guest user has access to these objects.

- Assets: Read
- Contacts: Read
- Locations: Read
- Operating Hours: Read
- Recordset Filter Criteria: Read
- Service Appointments: Read, Create
- Service Crews: Read
- Service Resource Preferences: Read
- Service Resources: Read
- Service Territories: Read
- Service Territory Member: Read
- Shifts: Read
- Work Orders: Read, Create
- Work Type Groups: Read
- Work Types: Read