Understanding Appointiv Booking URL Fields

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:

Query Parameters

These appear after the ? and link the booking to Salesforce records:

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

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)

Query Parameters (Link to Salesforce)

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.

1. Go to Setup → Object Manager → Select your object (Lead, Contact, or Case)
2. Click Page Layouts
3. Edit your layout
4. Drag the Appointiv URL fields from the field palette to your layout
5. Save

Best Practices

Use the Right Field for the Scenario

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:

1. Create a test record
2. Copy the generated URL
3. Open it in a browser
4. Verify the correct location, category, appointment type, and provider appear
5. 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 cId parameter contains the Lead or Contact ID
• For Cases, ensure both cId (Contact) and rId (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

Related Articles

• Create Custom Booking Buttons
• Configuring Appointiv Locations
• Managing Categories and Appointment Types
• Provider Assignment and Availability