Set Up an Experience Site for Self-Service Appointment Management

Add self-service appointment capability to an Experience Cloud site, then customize the appointment flow with OmniStudio.

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions with Health Cloud


User Permissions Needed
To use Health Cloud for Communities

Health Cloud For Community add-on license

AND

Customer Community or Customer Community Plus add-on license

  1. From Setup, in the Quick Find box, enter Digital Experiences, then select Settings.
  2. Select Enable Digital Experiences.
  3. Type a domain name and click Check Availability. If the domain name is available, click Save, OK, and Open.
  4. From Setup, under Digital Experiences, click All Sites.
  5. Select the Experience site you want to use or click New to create one.
    If you're creating an Experience site, use the Customer Account Portal template.
  6. In the Builder, click the Components icon and drag the Healthcare Appointment Scheduling Console component onto your screen.
  7. Click Publish.
  8. Assign Experience site permissions so your patients can access the external site.
    1. Assign your Experience site users these permission sets:
      • Health Cloud for Community
      • Lightning Scheduler Resource
    2. Assign your Experience site users these permission set licenses:
      • Health Cloud Platform
      • Health Cloud for Community
      • Salesforce Scheduler
    See Experience Cloud User System Permissions for more about setting up Experience site users.