Creating Custom Booking Buttons

Available in: Appointiv v1.100+

Overview

Create custom booking buttons with your own labels that open the Appointiv booking form directly on Lead, Contact, Case, or Account records. This feature uses Salesforce Screen Flows, giving you full control over button labels and which booking URL field to use—no code required.

You can create unlimited custom booking buttons with no code required.

What You Can Customize

• Button Label – Name your button anything you want (e.g., "Schedule Demo", "Book Follow-up", "Request Consultation")
• URL Field – Choose which Appointiv booking URL field to use, including custom formula fields
• Title – Optionally display a title above the booking form
• Open in New Tab Button – Control when the "Open in New Tab" button appears

Step 1: Add Appointiv to Trusted URLs

Before the booking form can display in Salesforce, you must add your Appointiv webform URL to Salesforce's Trusted URLs list.

Find Your Webform URL

1. Open the Appointiv app in Salesforce
2. Go to the Configure tab
3. Select the Initial Setup sub-tab
4. Locate the section titled "Your Webform URL"
5. Copy the URL displayed (e.g., https://mar25enttest.appointiv.com)

Add to Trusted URLs

1. Go to Setup → Search for Trusted URLs
2. Click New Trusted URL
3. Configure as follows:
   • API Name: Enter a name (e.g., Appointiv_Booking)
   • URL: Paste your webform URL (e.g., https://mar25enttest.appointiv.com)
   • Active: ✓ Checked
   • CSP Context: Select All
   • Allow iframes: ✓ Checked
   • Allow Images: ✓ Checked
4. Click Save

Note: This is a one-time setup. Once configured, all custom booking buttons will use this trusted URL.

Step 2: Create a Custom Formula Field (Optional)

If you need a booking URL that isn't provided by the standard Appointiv fields, create a custom formula field. This allows you to build URLs that reference specific locations, event types, or any field on the record.

Example: "Book with Specific Location"

1. Go to Setup → Object Manager → Lead (or Contact/Case/Account)
2. Click Fields & Relationships → New
3. Select Data Type: Formula
4. Click Next
5. Configure:
   • Return Type: Text
   • Field Label: Book with Location ABC
   • Field Name: Book_with_Location_ABC (auto-filled)

6. Enter your custom URL formula, for example:

   "https://book.appointiv.com" & "/l/location-abc" & "/c/consultation" &"?leadId=" & Id
   

7. Click Save

Note: The formula can reference any field on the object (Owner, RecordType, custom fields, etc.) to build dynamic booking URLs.

Step 3: Create a Screen Flow

1. Go to Setup → Flows
2. Click New Flow
3. Select Screen Flow and click Create

Step 4: Add a Screen Element

1. Click the + icon on the canvas
2. Select Screen
3. Enter a label (e.g., "Booking Screen")

Step 5: Add the Appointiv Component

1. In the Screen element, look at the left panel under Components
2. Scroll down or search for Appointiv Book Appointment
3. Drag it onto the screen canvas

Step 6: Create a Record ID Variable

The component needs to know which record it's on. Create a variable to capture this:

1. In the left Toolbox panel, click New Resource
2. Configure as follows:
   • Resource Type: Variable
   • API Name: recordId
   • Data Type: Text
   • Available for input: ✓ Checked
3. Click Done

Step 7: Configure the Component

Select the Appointiv Book Appointment component and configure these properties:

Common URL Field API Names

Standard Appointiv Fields:

• Appointed__Book_with_All_Options__c – All booking options
• Appointed__Book_with_Owner__c – Book with record owner
• Appointed__Book_with_Me__c – Book with current user

Custom Fields:

• Use the API name of any custom formula field you created (e.g., Book_with_Location_ABC__c)

Step 8: Configure Screen Settings

To remove the default "Finish" button from the modal:

1. Select the Screen element
2. In the right panel, scroll to Configure Footer
3. Set Show Footer to Hide Footer

Step 9: Save and Activate

1. Click Save
2. Enter a Flow Label (e.g., "Book Demo Appointment")
3. Click Save
4. Click Activate

Step 10: Create a Quick Action

1. Go to Setup → Object Manager
2. Select your object (Lead, Contact, Case, or Account)
3. Click Buttons, Links, and Actions
4. Click New Action
5. Configure:
   • Action Type: Flow
   • Flow: Select your newly created flow
   • Label: Your custom button label (e.g., "Schedule Demo")
   • Name: Auto-generated API name
6. Click Save

Step 11: Add the Button to Your Page Layout

For Lightning Experience with Dynamic Actions:

1. Go to Setup → Object Manager → Select your object
2. Click Lightning Record Pages
3. Edit your record page (or create a new one)
4. Select the Highlights Panel at the top
5. In the right panel under Actions, click Add Action
6. Find and select your new action
7. Save and Activate the page

If You Don't See Your Action:

If you don't see your action in the Highlights Panel configuration:

1. Click Upgrade to Dynamic Actions in the Highlights Panel settings
2. Save and activate the page
3. Your action will now be available to add

Example: Multiple Booking Buttons

You can create multiple flows with different configurations to offer various booking options:

Troubleshooting

Booking form doesn't display / shows a blank area

• Verify you've added your Appointiv webform URL to Trusted URLs (see Step 1)
• Ensure both Allow iframes and Allow Images are checked in the Trusted URL settings
• Confirm the Trusted URL is marked as Active

Button doesn't appear on the record page

• Verify the Quick Action is added to the page layout or Dynamic Actions
• For Dynamic Actions, ensure you've saved and activated the page
• Check that the Flow is activated

"Booking link is not available" message

• Verify the URL Field API Name is correct (don't forget the __c suffix for custom fields)
• Ensure the field exists on the object you're using
• Check that the record has a value in the booking URL field

Component doesn't appear in Flow Builder

• Confirm you're using Appointiv v1.100 or later

• Refresh the Flow Builder page

   

Related Articles

• Understanding Appointiv Booking URL Fields
• Configuring Record Page Layouts
• Introduction to Salesforce Screen Flows