Appointment Scheduling

System administrators have clear guidance at every stage to quickly set up appointment scheduling topics, assign staff, and complete all prerequisite steps.

Editions Needed

Available in: Lightning Experience

Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud

• Appointment Objects in Education Cloud
  Education Cloud provides powerful and flexible objects to support your institution's data model.
• Appointment Availability in Education Cloud
  When learners select an appointment topic, Salesforce checks the staff's availability based on the data that you set up, such as the mapping between topics and engagement channels.
• Set Up Appointment Data by Using Manage Appointments
  Appointment scheduling requires configuring several foundational elements. Set up these elements to provide simplified, intuitive guidance to administrators and advisors for managing appointments within Education Cloud.
• Set Up Appointment Data Manually
  Understand and manually set up all the required objects in Education Cloud for appointment scheduling.