Use Book Service Appointment to efficiently schedule service appointments. This procedure guides you through launching the process from various objects and booking an appointment with the necessary details.
Required Editions
| Available in: Lightning Experience |
| Available in: Automotive Cloud, Communications Cloud, Consumer Goods, Energy and Utilities Cloud, Manufacturing Cloud, Service Cloud, and Media Cloud. View edition availability. |
| User Permissions Needed | |
|---|---|
| To use Book Service Appointment: | Salesforce Field Service AND Book Service Appointment AND Field Service Scheduling |
- Start the Book Service Appointment process.
You can launch the Book Service Appointment process in several ways. Depending on your setup, it can be started from a work order, an account, an asset, a quote, an order, or a work type group.
For example, to book an appointment for a work order:
- From the App Launcher, search for and select Work Orders.
- Open the work order for which you want to book an appointment.
- From the overflow menu, select Book Service Appointment.
The Book Service Appointment page appears.
- Book a service appointment.
- Click Book Appointment.
- Enter these details: Earliest permitted start date, scheduling policy, due date, and service territory.
- Click Choose Time Slot.
The available time slots for the selected dates are shown.
- Select a time slot.
- Click Book.
A service appointment is booked. After booking an appointment, you can reschedule or cancel it.