Add the Appointment Slots Lightning Component to a Record Page

Enable users to view and manage their scheduled and canceled appointments, and create new ones, by adding the Appointment Slots Lightning component to a record page. You can configure the Appointment Slots Lightning component on the record page of an Account, Case, Opportunity, or Care Program Enrollee object.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud or Health Cloud for Life Sciences


User Permissions Needed
To access Multi-Step Scheduling features: Multi-Step Scheduling permission set

OR

Manage Multi-Step Scheduling features

  1. Go to the record page where you want to add the Lightning component.
  2. Select Gear icon and then select Edit Page.
  3. In Lightning App Builder, drag the Appointment Slots component onto an editable part of the page.
    Care Program Enrollee record page in Lightning App Builder, with the Appointment Slots component added to the record page.
  4. In the Properties pane, select Book New Slots, Reschedule Slots, and Cancel Slots.
  5. Save and activate your changes.
  6. Assign as the org default.