salesforce lightning scheduler community

Under Locale Settings, set the time zone, and then click Save.Here’s what Matt does to set the guest user’s default time zone. The same time zone in which Cumulus Bank falls. But in which time zone would most guest users be expected to schedule appointments? You got it right. Matt has sorted out the permissions for guest users. Enable read access for Maximum Appointments and Work Type Group and click Save.Again on the profile page, under Field-Level Security, click View next to Time Slot and then click Edit.Operating Hours, Service Resources, Service Territories, Work Types, Work Type Groups Under Standard Object Permissions, define appropriate access levels for these objects.Under General User Permissions, select Run Flows.On the General settings page, under Guest User Profile, click the guest profile link.In Experience Builder, click the Settings icon.On the All Sites page, click Builder next to the Experience Cloud site where you want to configure guest access.From Setup, enter Digital Experiences in the Quick Find box, then select All Sites.Use a Lightning Out dependency app to add the inbound guest appointment flow to a page on the website.įirst, Matt sets up object access and permissions for guest users.Add the inbound guest appointment flow in the Experience Cloud site.Let’s follow along as Matt sets up inbound scheduling for leads and prospects.Īs with existing customers, there are two ways Matt would be setting up scheduling for guest users. Since prospects are not customers yet, they won’t be signing in or authenticating themselves. Giving them an easy way to set up appointments could bring a lot of business.Īs always, Matt, the all-star admin at the bank, gets to work. But what about prospects who are not customers yet? Wouldn’t it be great if they could just as easily set up appointments with Cumulus Cloud Bank? Although the bank’s advisors can set up appointments with prospects who they’ve identified, Fola understands that there’s an unknown and large pool of prospective customers who might be interested in the bank's services. With Experience Cloud sites, Matt ensures that existing customers at the bank can schedule appointments. Click Publish to save and publish your changes.From the Flow list, select the desired standard flow template, such as Inbound New Appointment, Inbound Modify Appointment, Inbound Cancel Appointment, or a custom inbound scheduling flow.Drag the Flow component onto the canvas.In Experience Builder, select the Components icon.From your inbound scheduling site, click Experience Builder in the profile menu.To set up scheduling for existing users, Matt adds the inbound appointment flow to the Experience Cloud site.

Matt has sorted out the settings situation and it’s time to give existing customers the power to schedule and modify appointments. Add the guest appointment flow to an external website.Add the guest appointment flow to the Experience Cloud site.Set up object access and permissions for guest users.Identify the purpose of guest scheduling.Add the inbound appointment flow to the Experience Cloud site.After completing this unit, you’ll be able to:

Salesforce lightning scheduler community