Overview

Attention:
Appointment Manager is only available for Lightning Users

About Appointment Manager

Appointment Manager is a brand new module in Events Rx as of 2023 Release 1. Using native Salesforce technology, it leverages all the functionality of Events Rx, FormBuilder Rx, and DXP, which we introduced in 2022.

Important:
To use Appointment Manager, these three ERX product releases are required: Events Rx 2023 Release 1, FormBuilder Rx 2023 Release 1, and DXP 2023 Release 1. You will also need to contact Enrollment Rx to obtain user licenses.

Two Main Use Cases

Our goal with this new feature is to provide out-of-the-box tools that will already be familiar to you if you're an existing client. We've categorized them under two main use cases:
  1. User Experience (Your staff)
  2. External Constituents (Your end users)

1. User Experience (Staff)

With the benefit of one centralized interface, you and your staff can:
  • View appointments
  • View Salesforce events you have scheduled
  • View Google and Apple calendars, which are integrated by default
  • Filter calendar items based on attributes such as Mode, Topic, and Calendar Type (e.g., an admissions calendar or scholarship calendar)
Additional features include:
  • Customizing your availability, reminders, and the invite process
  • Rescheduling appointments
  • Toggling among all of your appointment calendars

2. External Constituents (Your End Users)

With Appointment Manager your team can also use FormBuilder Rx and Salesforce Digital Experience to build a public interface that allows prospects, students, financial aid applicants and other external constituents to book appointments. Constituents are able to reschedule and cancel appointments, and as part of the "anonymous" functionality, send an appointment to a team "queue" for later assignment to a staff member.

This public interface can be leveraged outside of higher ed (by our nonprofit clients, for example), to help manage other types of programs and events.

Appointment Manager: First Look

Following is a high-level introduction to Appointment Manager, presented during our Release 1 2023 Product Preview Webinar on December 7, 2022.