Set Up Virtual Appointments

Allow your staff to conduct virtual support appointments in your Student Success Hub org.

Note Requires a Customer Community Plus or Customer Community Plus Login license, such as through Experience Cloud for Learner Success.

Appointments can take place anywhere—in person, on the phone, or virtually. Student Success Hub makes it easy for support staff and students to meet virtually. Using a virtual Appointment Location, support staff can associate a static meeting URL with an appointment. Then, they can join the meeting at the designated start time through the Appointment Manager. Students can join the virtual meeting with a click or tap from the portal—they can even schedule appointments at a staff member's virtual Appointment Location using the Scheduling Wizard component.

Note When you schedule an appointment, participants get an email notification that includes a .ics file. They can use that file to record the event on their calendar, but it doesn't include a link to join the meeting.

To enable virtual appointments, set up location-based availability in your org. Then, tell your support staff to add virtual Appointment Locations to their Availability Settings as described in Designate Your Availability (Support Staff).

Finally, make sure the relevant fields are on the Appointment record detail page layout.

1. From Setup, in Object Manager, click Appointment.

2. Go to Page Layouts and select Appointment Layout.

3. If necessary, drag the following fields to the Appointment Detail layout:

   • Appointment Location

   • Web Meeting

   • Web Meeting Link

   • Additional Connection Information

4. Save your changes.