Admin Guide - BETA - Task Appointment Scheduler

Last Modified On: Feb 24, 2026

The Task Appointment Scheduler enables streamlined resource scheduling directly from the Project Task record. From within the Project Task page, users can launch an appointment scheduling interface to filter available resources, review capacity, and assign configurable time slots — all in a single, guided workflow.

This feature reduces manual scheduling effort, improves resource utilization, and standardizes the booking experience. It is available across both Salesforce and Experience Cloud, ensuring a consistent and efficient process for internal users and external customers.

This article outlines the required configuration steps to enable this feature in Inspire Planner.

• Enable Integrated Resource Profile
• Required Permissions
• Page Layout Adjustments
• Lightning Record Page Adjustments

Please note:

You must be a Salesforce System Administrator to complete the steps outlined in this article.

Enable Integrated Resource Profile

Before using the Task Appointment Scheduler, administrators must enable the Integrated Resource Profile. The scheduler relies on the Resource Profile to determine resource availability, including working hours, booking capacity, and other scheduling attributes. Enabling this feature ensures the system can accurately identify available resources and display valid appointment slots.

If you have not yet enabled the Integrated Resource Profile, follow the steps in the Admin Guide - Resource LWC - BETA - Enable Integrated Resource Profile.

Required Permissions

The following Inspire Planner standard permission sets already include access to fields and apex classes used by this feature:

• Inspire Planner Standard User - v1.12 Permissions

If you are using custom permission sets, you will need to edit them and grant access to the fields and apex classes used by this feature. 

1. In Setup, enter "Permission Sets" in the Quick Find box and click on Permission Sets.
   
   
    
2. Click on the name of your custom permission set. The image below is just an example.
   
   
    
3. Go to Object Settings.
   
   
    
4. Go to Project Tasks object.
   
   
    
5. Click on Edit.
   
   
    
6. Enable Read Access and Edit Access for the following fields:
   
   Appointment Attributes
   Appointment Duration
   Appointment Resources
   
   Click Save when finished.
   
   
    
7. Go back to Object Settings and go to the Resource Profile object.
   
   
    
8. Click on Edit.
   
   
    
9. Enable Read Access and Edit Access for the following fields:
   
   Booking Capacity
   Work Start Time
   Work End Time
   
   Click Save when finished.
   
   
    
10. Go back to Object Settings and go to Events.
    
    
     
11. Click on Edit.
    
    
     
12. Enable Read Access and Edit Access for the following fields:
    
    Applies To
    Resources Required
    
    Click Save when finished.
    
    
     
13. Next, go to Apex Class Access.
    
    
     
14. Click on Edit.
    
    
     
15. Add the following apex classes:
    
    inspire1.ResourceSlotAssignmentController
    inspire1.ResourceSlotAssignmentControllerTest
    
    Click on Save when finished.
    
    

Page Layout Adjustments

Next, you will need to adjust your page layouts and add the fields used by the Task Appointment Scheduler.

You will need to adjust your page layouts for Project Tasks, Resource Profiles and Events.

Project Task Page Layout

This section will guide you through the page layout adjustments you need to make for project tasks.

1. In Object Manager, go to Project Task object.
   
   
    
2. Go to Page Layouts and click on the page layout you are using. The image below is just an example.
   
   
    
3. Add a new section to your desired area on the page.
   
   
    
4. Give the new section a name. For example - "Assignment Details". Then, click OK.
   
   
    
5. Drag the following fields under this new section:
   
   Appointment Resources
   Appointment Duration
   Appointment Attributes
   
   
    
6. Next, click on Mobile & Lightning Actions.
   
   
    
7. Drag the Book Appointment button under "Salesforce Mobile and Lightning Experience Actions".
   
   Click on Save to save your changes.
   
   
    

Resource Profile Page Layout

This section will guide you through the page layout adjustments you need to make for resource profiles.

1. In Object Manager, go to the Resource Profile object.
   
   
    
2. Go to Page Layouts and click on the page layout you are using. The image below is just an example.
   
   
    
3. Add a new section to your desired area on the page.
   
   
    
4. Give the new section a name. For example - "Appointment Settings". Then, click OK.
   
   
    
5. Drag the following fields under this new section:
   
   Booking Capacity
   Work Start Time
   Work End Time
   
   Click on Save when finished.
   
   

Resource Profile Field Sets

This section explains the field set updates required for Resource Profiles. Adding fields to the field set makes them visible when users open the Resource Profile in the Resource LWC.

1. In Resource Profile object, go to Field Sets. Then, click on Resource Management Fields.
   
   
    
2. Drag the following fields into the box labeled "In the Field Set".
   
   Booking Capacity
   Work Start Time
   Work End Time
   
   Click Save when finished.
   
   

Events Page Layout

This section will guide you through the page layout adjustments you need to make for events.

1. In Object Manager, go to the Event object.
   
   
    
2. Go to Page Layouts and click on the page layout you are using. The image below is just an example.
   
   
    
3. Drag the following fields to your desired area on the page:
   
   Resources Required
   Applies To
   
   Click on Save when finished.
   
   
   
    

Lightning Record Page Adjustments

If you are using dynamic forms for your project task, resource profile, or event Lightning record pages, then you will also need to ensure that the following fields are added to your Lightning record pages.

• In the Project Task Object, add the following fields to your Lightning record page:
  • Appointment Resources
  • Appointment Duration
  • Appointment Attributes
     
• In the Resource Profile Object, add the following fields to your Lightning record page:
  • Booking Capacity
  • Work Start Time
  • Work End Time
     
• In the Event Object, add the following fields to your Lightning record page:
  • Applies To
  • Resources Required