Quickly manage your working hours and set vacation or time off for yourself or colleagues. This streamlines scheduling workflows and reduces dependency on administrators.
Required Editions
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
| User Permissions Needed | |
|---|---|
| To manage advisor availability: | Education Cloud Full Access permission set |
Before you begin:
- Configure the overall settings to manage appointments.
- Configure the required elements for appointment scheduling.
- From the App Launcher, find and select Manage Availability.
- Click Add Availability.
- Select a service resource which relates a staff member with service territories.
- Select a territory (service territory) related to the staff (service resource) and whose membership dates overlap with the dates for this availability.
- Select a time slot type for the advisor's availability.
- Select the advisor's availability status.
- Select the start and end date and time when the advisor is available. This helps to find advisors who work in the right territories and within the specified hours.
- Select the topics that students can book appointments with the advisor. To support all topics, select All Appointment Topics. If Filter topics by case team roles is selected in the Manage Availability component, All Appointment Topics is disabled. In this case, the list of topics shows only topics based on the selected staff (service resource).
- Select channels for engagement to communicate, interact, and provide support to students. If the advisor supports all channels, select All Engagement Channels.
- Select an appointment recurrence type.
- Save your changes.
When Filter topics by case team roles is enabled in the Manage Availability component, if an availability (shift) is created outside the guided setup and All Topics Supported is selected when associating topics by using the shift work type record, then you can't deselect All Topics Supported while editing the availability record. To change this setting, you must manually update the shift work type record.