---
schema_version: "1"
id: d28efbd1b441cacd63f09fa9b57d2d6fee7a64485b5839cb94f0e9f922bd7b9b
title: Set Up Appointment Insights
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/service/264-0-0/pfs_appointment_insights_set_up.md
canonical_url: https://help.salesforce.com/s/articleView?id=service.pfs_appointment_insights_set_up.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 1d6bf6b6861d26cce83a090398f0c6d649f84aa94baa073ca5fadb08af681e05
description: Configure your Appointment Insights settings.
products:
  - Field Service
release: "264"
---
# Set Up Appointment Insights

Configure your Appointment Insights 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: 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></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="d14739e69">User Permissions
              Needed</th>
          </tr>
        </thead>
        <tbody>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14739e69 ">To assign a permission set license:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14739e69 ">Manage Users</td>

          </tr>
          <tr class="">
            <td data-label="User Permissions Needed" class="slds-cell-wrap" style="vertical-align:top;" headers="d14739e69 ">To configure Appointment Insights:</td>

            <td class="slds-cell-wrap" style="vertical-align:top;" headers="d14739e69 ">Customize Application</td>

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

![Package icon](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_package.png) _This is a Field Service managed package feature._

Before you configure Appointment Insights, make sure that you meet these requirements.

- All Enhanced Scheduling and Optimization requirements are met.
- Enhanced Scheduling and Optimization is enabled.
- For Appointment Insights to evaluate scheduling options, make sure that your service appointments are associated with service territories.

1. Assign users these permission sets. See [Assign Field Service Permissions](https://help.salesforce.com/s/articleView?id=service.pfs_set_profiles_perms.htm&type=5&language=en_US).
    - Field Service Admin
    - Field Service Dispatcher
2. Add the Appointment Insights Lightning web component to the service appointment record page.
    1. From the object management settings for service appointments, go to Lightning Record Pages.
    2. Select the Lightning record page that you want to add the Appointment Insights component to, and then click **Edit**.
    3. In Lightning App Builder, from the Tabs component properties, add a tab and name it Appointment Insights. See [Add and Customize Tabs](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages_add_tabs.htm&type=5&language=en_US).
    4. To add the Appointment Insights component to a tab, select the tab on the canvas and then drop the component directly below it.
        
        ![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 Add an Appointment Insights tab as described in this step. However, you can also drag the component to any location on the Lightning record page.
    5. Save your work and activate the Lightning record page.

Review the limitations of Appointment Insights.

- All Enhanced Scheduling and Optimization limitations apply to Appointment Insights.
- Appointment Insights doesn’t support all Field Service work rules. See [Appointment Insights Work Rules (Beta)](https://help.salesforce.com/s/articleView?id=service.pfs_appointment_insights_view_recommendations.htm&language=en_US).
- Appointment Insights doesn’t support service appointments that are part of a complex work chain.

#### See Also

- [Get Ready for Field Service Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_customization.htm&type=5&language=en_US)
- [Enable Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_setup_enable.htm&type=5&language=en_US)
- [Limits and Limitations for Enhanced Scheduling and Optimization](https://help.salesforce.com/s/articleView?id=service.pfs_enhanced_available_limits.htm&type=5&language=en_US)
- [Manage Field Service Permissions](https://help.salesforce.com/s/articleView?id=service.fs_manage_permissions.htm&type=5&language=en_US)
- [Create Field Service Permission Sets](https://help.salesforce.com/s/articleView?id=service.pfs_get_started.htm&type=5&language=en_US)
- [Activate Lightning Experience Record Pages](https://help.salesforce.com/s/articleView?id=platform.lightning_app_builder_customize_lex_pages_activate.htm&type=5&language=en_US)