![]() For our example, we implemented this feature for Guest users, and that’s what we’ll detail in this article. ![]() This feature can be configured for both Authenticated users and Guest users for your experience site. ![]() Next, there are some Self-Service Scheduling-specific prerequisites to do, which you can find in the documentation here. The first step to getting Self-Service Scheduling set up is to install the Appointment Assistant managed package (as well as Field Service, should you not already have that installed). We recently implemented this feature and would like to share our learnings from the process. Many Salesforce customers and partners have detailed their struggles configuring this feature on online communities, as it’s both complicated and the inner workings of the feature are largely hidden. However, this is a young product without robust documentation. This is a powerful feature that reduces the load on call centers and scheduling teams, as well as making for a more convenient process for the end customer. One of those functionalities, Self-Service Scheduling, serves as a substitute for the Lightning Scheduler and can be configured to allow Unauthenticated Guest users to create and schedule themselves service appointments. Those tapped into the Salesforce Field Service community are almost certainly aware of the add-on feature Appointment Assistant, which offers a variety of functionalities to help companies better serve their customers. ![]()
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