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I know you can have multiple attendees (service resources), but it seems like its only possible to set up an appointment with a single customer (i.e. Person Account or Contact).

 

Am I missing something or is this a major limitation?

3 réponses
  1. Forum Ambassador Michael Brown (Salesforce)
    6 oct. 2023, 13:52

    Hi Alex, 

     

    Concurrent Scheduling is how I've typically seen this handled, which allows you to let a resource be assigned to multiple appointments at the same time. However, this is really meant to work with self-scheduling as far as I'm aware, so that when customers schedule on their own, they can see a time slot as open even if another customer book. 

     

    If you're doing the scheduling, you would probably have to add in your own logic. The customers can't be added to the same appointment, but what you could do is schedule the appointment for one customer, and then clone it for other customers. In your flow, you could probably build a mechanism for selecting all the customers, using the scheduling components to create that appointment for the first one, and then clone those appointments for the other customers. 

     

    Thanks,

    Mikey

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