Booking Engine - External Services

Charlie Jenkins Updated by Charlie Jenkins

Booking Engine provides features that are available outside of your Salesforce org to allow external guests to interact with bookings. These features are hosted on Heroku from Salesforce:

  • Guest cancel/reschedule - Lets guests modify or cancel meetings booked through Handover or Book With Me
  • Book With Me - Enables hosts to share personal booking URLs so others can schedule meetings at convenient times

Visible Information

Only information related to a host's availability, or the specific booking event, is exposed. None of this information is stored outside of Salesforce.

Guest cancel/reschedule:

  • Host name
  • Date/Time of original booking
  • Host availability for reschedule

Book With Me

  • Host name
  • Host availability

Managing External Services

External Client Apps

Before you can enable External Services for Booking Engine, you must first configure External Client Apps.

  1. In Salesforce Setup, navigate to:
    Setup → External Client Apps.
  2. Select the Booking External Service app.
  3. Click Edit on the Policies tab.
  4. Under OAuth Flows and External Client App Enhancements:
    • Enable Client Credentials Flow.
    • Select a user to Run As.

All external functionality will be run as this user. Booking Engine provides a permission set for this - Booking Engine Integration.  

Enabling/Disabling External Services

Users with the Booking Engine Admin permission can enable or disable External Services from the External Services page in Booking Settings.

After enabling, use the Test button to verify your org can connect successfully to Booking Engine external services.

Disabling External Services removes access to all external features for every host and booking. It also deletes any related configuration settings.
Managing Individual Features

When external services are active, you can turn each feature on or off individually. Enabled features work for all hosts and bookings in your org.

Disabling individual features hides their configuration but doesn't delete it. This preserves your settings if you temporarily disable a feature.

When disabling External Services or Book With Me, all Hosts with a Book With Me link will be notified that their link is now inactive.

Organization URL Path

All external service features use URLs unique to your organization. The Organization URL Path lets you customize part of the web address for all URLs created in your org. You must set an Organization URL Path before enabling External Services.

For example: A Book With Me URL might look like:

https://booking.nc-squared.com/book/example-org-path/mbwm2?cs=%2BlLXRGOQ

In this example, 'example-org-path' is your Organization URL Path.

Organization URL Paths must be globally unique. If you are testing in a Sandbox you should use a path not intended for production use.

How did we do?

Guest Cancel & Reschedule Bookings

Reminders

Contact