---
schema_version: "1"
id: 2fa2d3c53490bae11dbf9bec55be50079880edb9ca7eaa49e6dc8c747ce41b1e
title: Support Pool Appointment Scheduling
collection: admin
version: current
locale: en-us
portal_url: https://docs.salesforce.com/admin/current/en-us/sfdo/264-0-0/ec_success_teams_and_scheduling.md
canonical_url: https://help.salesforce.com/s/articleView?id=sfdo.ec_success_teams_and_scheduling.htm&release=264.0.0&type=5
source_site: help.salesforce.com
content_type: documentation
content_hash: b4fd9f1f4ec37884c62e88ec6fef67ec740c786463a657a8a0b0b97c70b206ff
description: Success team records determine which support pools are available for a given advising workspace and whether learners can book appointments directly.
products:
  - Education
release: "264"
---
# Support Pool Appointment Scheduling

Success team records determine which support pools are available for a given advising workspace and whether learners can book appointments directly.

<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>

Success teams and Appointment Scheduler work together to connect learners with the right advisors. Success team records bridge your support pools (unassigned predefined case teams) to appointment availability by linking each team to a case record type.

An advisor must meet these requirements to be available for scheduling:

- Be a member of the associated predefined case team.
- Be configured as a service resource.
- Have a success team record that links a predefined case team to an advising case record type.

## Schedule Appointments on Self-Service Portal

Set up success teams to determine which case teams are available for appointments. For learners to schedule appointments with a support pool through the self-service portal, turn on Allow Self-Scheduling on the success team record. When self-scheduling is turned off, staff can still schedule appointments with that support pool on the learner's behalf.

This setup makes sure that appointment availability aligns with each institution's advising model while preserving flexibility across support teams.

See Also:

- [Success Teams for Learners](https://help.salesforce.com/s/articleView?id=sfdo.ec_success_teams_for_learners.htm&release=264.0.0&type=5 "Success teams connect learners with the advisors and support staff who help them throughout their entire educational journey.")
- [How Success Teams Work](https://help.salesforce.com/s/articleView?id=sfdo.ec_how_success_teams_work.htm&release=264.0.0&type=5 "Use Salesforce case objects to model success teams in an educational institution. Define advising workspaces, staff roles, and team structures.")
- [Set Up Success Teams](https://help.salesforce.com/s/articleView?id=sfdo.ec_set_up_success_teams.htm&release=264.0.0&type=5 "Configure case team objects, create success team records, and assign support staff to learner advising cases.")