Overview
Appointiv automatically creates booking URL fields on your Lead, Contact, and Case objects. These formula fields generate personalized booking links that control which scheduling options are available and link the resulting appointment back to your Salesforce records.
Standard Booking URL Fields
Appointiv includes three standard booking URL fields on Lead, Contact, and Case:
Book with All Options
API Name: Appointed__Book_with_All_Options__c
Opens the full booking experience where the visitor can:
- Select from all available locations
- Choose any available category and appointment type
- Pick any available provider (staff member)
Best for: General "Book Now" buttons where you want maximum flexibility.
Book with Owner
API Name: Appointed__Book_with_Owner__c
Opens a booking page filtered to the record owner's availability.
- Shows only appointment types the owner is assigned to
- Displays only the owner's available time slots
- Automatically associates the booking with the owner
Best for: Account management scenarios where leads/contacts should book with their assigned rep.
Book with Me
API Name: Appointed__Book_with_Me__c
Opens a booking page filtered to the currently logged-in Salesforce user's availability.
- Shows only appointment types the current user is assigned to
- Displays only the current user's available time slots
- Automatically associates the booking with the user viewing the record
Best for: Sales or service reps who want to book their own appointments with a lead or contact.
How Booking URLs Work
Each booking URL is a formula field that dynamically generates a link. When someone books through one of these links, Appointiv automatically:
- Creates the Appointment record
- Creates the associated Event record
- Links it to the original Lead, Contact, or Case
- Sends confirmation emails
- Syncs to connected calendars
URL Structure
Appointiv booking URLs follow this structure:
https://yourcompany.appointiv.com/l/{location}/c/{category}/a/{appointment-type}/p/{provider}?cId={customerId}&rId={relatedId}
Path Parameters
These appear in the URL path and control what booking options are shown:
| Parameter | Description | Example |
|---|---|---|
/l/ |
Location – Which location to show | /l/new-york-office |
/c/ |
Category – Grouping of appointment types | /c/sales-meetings |
/a/ |
Appointment Type – Specific appointment type | /a/product-demo |
/p/ |
Provider – Which staff member to show availability for | /p/john-smith |
Query Parameters
These appear after the ? and link the booking to Salesforce records:
| Parameter | Description | Example |
|---|---|---|
cId |
Customer ID – The Lead or Contact ID | ?cId=00Q1234567890AB |
rId |
Related ID – A Case, Opportunity, or other related record | &rId=5001234567890AB |
Important: All record IDs must use the 18-character case-safe format. In formulas, use the CASESAFEID() function to ensure the correct format.
Creating Custom Booking URL Fields
For scenarios not covered by the standard fields, you can create custom formula fields with your own booking URLs.
Common Use Cases
| Scenario | Custom Field Approach |
|---|---|
| Book at a specific location | Hardcode the location slug in /l/
|
| Book a specific appointment type | Hardcode the appointment type in /a/
|
| Book within a specific category | Hardcode the category in /c/
|
| Book with a specific provider | Hardcode the provider in /p/
|
| Book based on record type | Use IF statements to vary the URL |
Example: Location-Specific Booking (Lead)
"https://yourcompany.appointiv.com" & "/l/new-york-office" & "/c/consultation" & "?cId=" & Id
Example: Specific Appointment Type (Contact)
"https://yourcompany.appointiv.com" & "/l/main" & "/a/30-minute-demo" & "?cId=" & Id
Example: Case with Related ID
"https://yourcompany.appointiv.com" & "/l/support-center" & "/c/support" & "?cId=" & Contact.Id & "&rId=" & Id
Example: Appointment Type Based on Record Type (Lead)
IF( RecordType.DeveloperName = "Enterprise", "https://yourcompany.appointiv.com/l/main/a/enterprise-demo?cId=" & Id, "https://yourcompany.appointiv.com/l/main/a/standard-demo?cId=" & Id )
URL Parameters Reference
Path Parameters (Control Booking Options)
| Path Segment | Description | Notes |
|---|---|---|
/l/{slug} |
Location | Use all to show all locations |
/c/{slug} |
Category | Groups related appointment types |
/a/{slug} |
Appointment Type | Specific type of appointment |
/p/{slug} |
Provider | Specific staff member |
Query Parameters (Link to Salesforce)
| Parameter | Description | Accepts |
|---|---|---|
cId |
Customer ID | Lead ID or Contact ID |
rId |
Related ID | Case ID, Opportunity ID, or other object ID |
Note: Always use CASESAFEID() in your formulas to ensure IDs are in the required 18-character format.
Adding Booking URL Fields to Page Layouts
While booking URLs are typically used behind buttons rather than displayed directly, you may want to add them to page layouts for troubleshooting or for users who prefer to copy/paste links.
- Go to Setup → Object Manager → Select your object (Lead, Contact, or Case)
- Click Page Layouts
- Edit your layout
- Drag the Appointiv URL fields from the field palette to your layout
- Save
Best Practices
Use the Right Field for the Scenario
| Scenario | Recommended Field |
|---|---|
| Self-service booking portal | Book with All Options |
| "Book with your rep" button | Book with Owner |
| Sales rep booking their own meetings | Book with Me |
| Location or appointment type-specific booking | Custom formula field |
Keep URLs Accessible
- Add booking buttons to record pages so users don't have to copy/paste URLs
- Use Screen Flows to create custom booking buttons with friendly labels
- See: Create Custom Booking Buttons
Test Your URLs
Before deploying custom booking URL fields:
- Create a test record
- Copy the generated URL
- Open it in a browser
- Verify the correct location, category, appointment type, and provider appear
- Complete a test booking to confirm the appointment links back to the correct Salesforce records
Troubleshooting
URL field is blank
- Verify Appointiv is properly configured for your org
- Check that the record owner has Appointiv access (for Book with Owner)
- Ensure the logged-in user has Appointiv access (for Book with Me)
Booking doesn't link back to the record
- Verify the
cIdparameter contains the Lead or Contact ID - For Cases, ensure both
cId(Contact) andrId(Case) are included - Check that the record IDs are valid
Wrong location or appointment type appears
- Review the URL to confirm correct slugs are used
- Check your Appointiv location, category, and appointment type settings
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