---
schema_version: "1"
id: a70ebbb7d57e5e1de67b0002d9380345d4142504898f77d4284aeeca6cebd58c
title: Self-Service Appointments 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_self_service_appts.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_self_service_appts.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: 577df077d248c6a4348cc6b8239e0a60b2fd0291bbb0c4c6e348838630d48b0a
description: Education Cloud uses the power of Experience Cloud and the flexibility of Omnistudio to let you customize the appointment experience for your users.
products:
  - Education
release: "264"
---
# 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.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

- **[Omniscript Appointment Setup Flow](https://help.salesforce.com/s/articleView?id=sfdo.ec_self_service_appts.htm&release=264.0.0&type=5)**  
    Use the default Omniscript, or customize it to best suit your needs. Flexcards enable you to display or record more user data in the system, or even remove preconfigured data. When you're happy with your setup flow, enable it on your Experience site.
- **[Appointment View for Your Learners and Staff](https://help.salesforce.com/s/articleView?id=sfdo.ec_self_service_appts.htm&release=264.0.0&type=5)**  
    When your learners and staff members log in to the self-service portal, Salesforce shows their past and upcoming appointments, providing them with a comprehensive view of their schedule.

## Omniscript Appointment Setup Flow

Use the default Omniscript, or customize it to best suit your needs. Flexcards enable you to display or record more user data in the system, or even remove preconfigured data. When you're happy with your setup flow, enable it on your Experience site.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

Learners access appointment scheduling via an Experience site, while staff do so from the learner's person account record.

See Also:

- [Use Omnistudio with Education Cloud](https://help.salesforce.com/s/articleView?id=sfdo.ec_considerations_for_using_omnistudio_with_education_cloud.htm&release=264.0.0&type=5 "Get prepared to use Omnistudio with Education Cloud.")

## Appointment View for Your Learners and Staff

When your learners and staff members log in to the self-service portal, Salesforce shows their past and upcoming appointments, providing them with a comprehensive view of their schedule.

<table class="slds-table slds-table_bordered slds-max-medium-table_stacked slds-m-bottom_small " summary="Editions Needed"><caption>Editions Needed</caption> <colgroup><col style="width:100%"></colgroup><tbody><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: Lightning Experience</td></tr><tr class=""><td class="slds-cell-wrap" style="vertical-align:top;">Available in: <strong>Enterprise</strong>, <strong>Performance</strong>, <strong>Unlimited</strong>, and <strong>Developer</strong> Editions with Education Cloud</td></tr></tbody></table>

If you build your own app, add the My Appointment component to the app’s utility bar to provide that view. See [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.").

If you configure video calls with AWS Chime, users can start the call directly from the appointment utility. For video calls using external services, Salesforce shows the information from the Appointment Booking URL field.

![Example appointment view with AWS Chime](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/edu_scheduler_aws_call.png)

![Example appointment view with a non-AWS video service](https://sf-zdocs-cdn-prod.zoominsoftware.com/tdta-sfdo-education_cloud-264-0-0-production-enus/89403874-2a89-4126-b574-9db175c14f28/education_cloud/images/edu_scheduler_non_aws_call.png)

By default, the self-service portal shows to learners:

- The name of the meeting attendees.
- The appointment topic and subtopic if it exists.
- The scheduled start time in their local time zone.
- The appointment channel and location.

Salesforce doesn’t show canceled appointments.

Learners can join virtual appointments when all these conditions are met:

- The appointment status is In Progress or Scheduled.
- The current time is between the Earliest Start Permitted and Due Date times of the service appointment.

See Also:

- _Blog post_: [Unofficial SF: Email Appointment Confirmation with Video Conferencing Information (3rd Party) Included](https://unofficialsf.com/email-appointment-confirmation-with-video-conferencing-information-3rd-party-included/)
- _Blog post_: [Unofficial SF: Create Zoom Meetings from Salesforce (with Scheduler)](https://unofficialsf.com/create-zoom-meetings-from-salesforce-with-scheduler/)