Calendar overview

Creating appointment bookings

Locating bookings and customers

Blocking out time on the calendar

Rescheduling and canceling bookings

Adding attendees to existing and upcoming bookings

Changing the staff member or resource on an upcoming booking

Creating pre and post appointment questions

Using Check In for appointments

Creating and managing bookings via Call Center

Parent and Child level overview

Locations overview

Personal Booking Links

Resolving conflicting shift patterns

Creating staff members

Editing and removing staff members

Creating availability for multi-location staff

Creating and managing staff availability

Configuring availability by method

Creating and editing Services

Configuring the reservation workflow

Set up a booking journey in Salesforce

Tara Updated 2 years ago by Tara

Link booking journeys to Salesforce buttons so that Salesforce users to create or manage bookings from within the Salesforce platform.

You can also pass specific parameters from Salesforce objects to the booking journey via URL parameters, for example: name of contacts, email, ... All of which reduces the time and work required to make a booking.

Before getting started

Make sure to have the URL to your public customer journey as this will be required when linking Salesforce to the journey.

Step 1: Create a new appointment button

In Salesforce go to Settings > Object Manager, and open the Contact object.
Go to Buttons, Links and Actions and select New Button or Link found top right.
Fill in the settings using the Settings sheet.
Save! Congratulations, you created a new button for the Contact object. Now the button can be added to the page layout.

Step 2: Add the new button to the Contact page

In Salesforce go to Settings > Object Manager, and open the Contact object.
Go to Page Layouts and select the profile you would like to change.
Here you'll see the new button is available under Buttons and Mobile & Lightning Actions. Both are required in order to be able to see the button on the Contact page.
Go to Buttons and drag and drop the New Appointment button to Custom Buttons under Contact Detail.
Go to Mobile & Lightning Actions and drag and drop the New Appointment button to Salesforce Mobile and Lightning Experience Actions.
Save! Congratulations, the button is now visible on the Contact page. Now you can create appointments in Salesforce.

Step 3: Create an edit button for Event

In Salesforce go to Settings > Object Manager, and open the Event object.
Go to Buttons, Links and Actions, and select New Button or Link found top right.
Fill in the settings using the Settings sheet.
Save! Congratulations, you created a new button for the Event object. Now the button can be added to the page layout.

Step 4: Add the edit button to the Event page

In Salesforce go to Settings > Object Manager, and open the Event object.
Go to Page Layouts and select the profile you would like to change.
Here you'll see the new button is available under Buttons and Mobile & Lightning Actions. Both are required in order to be able to see the button on the Event page.
Go to Buttons and drag and drop the New Appointment button to Custom Buttons under Event Detail.
Go to Mobile & Lightning Actions and drag and drop the New Appointment button to Salesforce Mobile and Lightning Experience Actions.
Save! Congratulations, the button is now visible on the Event page. Now you can edit appointments in Salesforce.

Set up a booking journey in Salesforce

Before getting started

Step 1: Create a new appointment button

Step 2: Add the new button to the Contact page

Step 3: Create an edit button for Event

Step 4: Add the edit button to the Event page

How did we do?

Manage user permissions and profiles

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