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.

Editions Needed
Available in: Lightning Experience
Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud
User Permissions Needed  
To set up an Experience site for Education Cloud:

Education Cloud Full Access

AND

OmniStudio Admin

AND

OmniStudio User

  1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
  2. Click New, and then choose a template such as Build Your Own (Aura).
  3. Click Get Started.
  4. Enter a name, complete the URL, and then click Create.
  5. Click Builder, and then Components icon.
  6. Search for and then drag the My Appointment component onto your canvas.
  7. Open the Pages menu on the top toolbar, and then click New Page.

    Experience Site Builder New Page button

  8. Click Standard Page, and then New Blank Page.
  9. Choose a layout, and then click Next.
  10. Enter a name and a URL, for example Schedule Appointments and schedule-appointments.
  11. Enter an API Name, for example ScheduleAppointment__c, and then click Create.
  12. Click Components icon.
  13. Search for and then drag the Omniscript component onto your canvas.
  14. Select the EDUScheduler/StudentAppointment type.
  15. Open the Pages menu on the top toolbar, and then click Home.
  16. Click Components icon.
  17. Search for and then drag the Flexcard component onto your canvas.
  18. Select the EDUSchedulerScheduleAppointmentSite Flexcard name.
  19. In the Exposed Attributes field, enter the name of the page that you created for the Omniscript component in this format: {"ApiPageName" : "<Page API name>"}. In our example, this value is {"ApiPageName" : "ScheduleAppointment__c"}.
  20. Apply other customizations as necessary.
  21. Click Publish twice, and then Got It.

For information about using the preconfigured template, see Set Up an Education Portal.