--- schema_version: "1" id: 14591dfcd016e4e58dd5c27ecee7bbf918ee344fdd0899b71cf92c75cf485c37 title: Manage the Appointment Experience in Education Cloud collection: admin version: current locale: en-us portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_manage_appt_exp.md canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_manage_appt_exp.htm&release=264.0.0&type=5 source_site: help.salesforce.com content_type: documentation content_hash: 24a2d514658b9b4f68437cdcdd3b4a4846f84520282cda8e10634dc429f4b0c0 description: 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. products: - Education release: "264" --- # Manage the Appointment Experience in Education Cloud 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.
Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
- **[Self-Service Appointments in Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_self_service_appts.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_customize_appt_setup_flow.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_schedule_appointments_with_my_appointments_header.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_verify_perm_sets_exp_users.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_exp_site_appts.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_enable_learners_access_appts.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_show_full_names.htm&release=264.0.0&type=5)** Configure the appointment setup flow's name display for clarity. - **[Add the My Appointment Component to Your App Utility Bar](https://help.salesforce.com/s/articleView?id=sfdo.ec_add_my_appt_utility.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_add_appt_users_exp_site.htm&release=264.0.0&type=5)** Grant access to learners and staff members to the appointment feature on your Education Cloud Experience Site. - **[Schedule Appointments for Students](https://help.salesforce.com/s/articleView?id=sfdo.ec_schedule_appointments_for_students.htm&release=264.0.0&type=5)** Schedule appointments with staff members for students from the account record page. - **[Map Case Teams to Success Teams to Define Appointment Availability](https://help.salesforce.com/s/articleView?id=sfdo.ec_map_case_teams_to_success_teams_to_define_appointment_availability.htm&release=264.0.0&type=5)** 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](https://help.salesforce.com/s/articleView?id=sfdo.ec_automatic_resource_assignment_for_appointments.htm&release=264.0.0&type=5)** Configure appointment assignments to efficiently manage your service resources. - **[Lobby Management for Drop In Appointments](https://help.salesforce.com/s/articleView?id=sfdo.ec_lobby_management_for_drop_in_appointments.htm&release=264.0.0&type=5)** Use Drop In Appointments with Education Cloud to easily manage learners who visit the location for an in-person consultation with an advisor.