Many staff members and learners prefer the control and convenience of booking their appointments online rather than working through a call center. Configure your Experience site to enable them to find time slots and book appointments on their own, on desktop or mobile.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
- Self-Service Appointments in Education Cloud
Education Cloud uses the power of Experience Cloud and the flexibility of Omnistudio to let you customize the appointment experience for your users. - Customize the Self-Service Appointment Setup Flow
Salesforce provides the EDUScheduler Omniscript that you can customize in a user-friendly, click-based interface to offer a rich, personalized self-service appointment experience to your staff and learners. - Schedule Appointments with My Appointments Header
Use the My Appointments Header Lightning web component from Education Cloud to provide an alternative, more efficient workflow to replace the standard workflow for scheduling appointments on your learner portal. - Verify Permission Sets for Experience Site Users
Make sure that learners and staff have the required permissions to access the Experience site and schedule appointments. - Set Up an Experience Site for Appointments in Education Cloud
Education Cloud comes with a preconfigured Education Applicant Portal template that enables learners to access the scheduling feature. These steps are only required if you want to create your own portal. - Enable Learners to Access the Appointment Setup Flow
Configure sharing rules for learners to grant them the required read and write access to their service appointment records, and read access to their case records. - Show Full Names Instead of Nicknames in the Appointment Experience Site
Configure the appointment setup flow's name display for clarity. - Add the My Appointment Component to Your App Utility Bar
Education Cloud comes with a preconfigured app that offers a comprehensive view of your users' appointments. If you build your own app, add the My Appointment component to the app's utility bar to provide that view. - Add Appointment Users to Your Education Cloud Experience Site
Grant access to learners and staff members to the appointment feature on your Education Cloud Experience Site. - Schedule Appointments for Students
Schedule appointments with staff members for students from the account record page. - Map Case Teams to Success Teams to Define Appointment Availability
Success teams determine which case teams (assigned or unassigned) or staff members are available for scheduling using the case record type. - Automatic Resource Assignment for Appointments
Configure appointment assignments to efficiently manage your service resources. - Lobby Management for Drop In Appointments
Use Drop In Appointments with Education Cloud to easily manage learners who visit the location for an in-person consultation with an advisor.