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Updating Page Layouts for Appointment Scheduler

Update User Page Layout

Add Main Department and Admin Departments to the User page layout.

  1. Navigate to Setup and search for Object Manager.
  2. Select Users > Page Layouts.
  3. Select Edit next to the User Profile Layout option.
  4. Select Fields and drag the following onto the page layout:
    • Main Department
    • Admin Departments
    • No Show Follow-up Template
    • Phone Appointment Confirmation
    • Virtual Appointment Confirmation
    • Personal Meeting Link​​​​​​​
  5. Save your changes.

Update Contact Page Layout

Add Related User to the Contact page layout.

  1. Navigate to Setup and search for Object Manager.
  2. Select Contact > Page Layouts.
  3. Select Edit next to the Contact Layout option.
  4. Select Fields and drag Related User onto the page layout.
  5. Save your changes.

 

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