Customers, partners, and prospects can schedule field appointments with service resources.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise and Unlimited Editions |
| User Permissions Needed | |
|---|---|
| To schedule, reschedule, or cancel field appointments: | Workforce Scheduling CRM User |
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Depending on whether you’re a guest or existing customer, specify these details.
- Guest: Enter your details.
- Existing customer: Enter your credentials and navigate to My Appointments.
- Click Book an Appointment.
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Select At your location.
For field appointments, the service territory is automatically selected.
- Enter your address.
- Select a date and time.
- Confirm the appointment.