Share the scheduling records that guests need to see available time slots and complete a booking.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To set up guest scheduling flows: | Customize Application AND Manage Flow |
| To let guests use the flows: | Workforce Scheduling Guest User and Composable Case Management Scheduling for Guest Users permission sets |
Guest users have Private access by default, so guests can't see the records that scheduling needs until you share them.
- Enable Secure Guest User Record Access. See Give Secure Access to Unauthenticated Users with the Guest User Profile.
- Create sharing rules for guest users who schedule appointments that grant Read access to these objects: Work Type, Service Territory, Operating Hours, Service Resource, Location, Asset, and Shift.
Without these rules, guests can't see available time slots or complete a booking.