To configure this feature for business admin users:

1. Ensure Configuring Approved Email Admins and Integration Users is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Application tab.
5. Grant Access API permission for API in the Vault Actions section.
6. Grant All Object Record Read permission for All Object Records in the Vault Owner section.
7. Select the Objects tab.
8. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   meeting_request__v	CRED	engage_scheduling_site__v	account__v assignee__v duration__v engage_notification_id__v external_id__v invitee_display_name__v invitee_email__v invitee_locale__v invitee_time_zone__v meeting_type__v object_type__v phone__v record_type_name__v sent_email__v start_datetime__v status__v	Edit

9. Select the Pages tab.
10. Grant access to the Engage Platform Process Administration (engage_meeting_process_admin_page__v) page.

11. Populate the datetime_pattern_display__v Veeva Setting with the appropriate Oracle SimpleDateFormat. This format is used when notifying users about Meeting Requests on the Vault platform. The default format is yyyy-MM-dd HH:mm z.

    For example, the format yyyy-MM-dd HH:mm z renders as 2022-05-20 13:30 PDT.

To configure this feature for integration users:

1. Ensure Configuring Approved Email Admins and Integration Users is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   meeting_request__v	CRED	engage_scheduling_site__v	account__v assignee__v duration__v engage_notification_id__v external_id__v invitee_display_name__v invitee_email__v invitee_locale__v invitee_time_zone__v meeting_type__v phone__v record_type_name__v sent_email__v start_datetime__v status__v	Edit

6. Select the Pages tab.
7. Grant access to the Engage Platform Process Administration (engage_meeting_process_admin_page__v) page.
8. Navigate to the Engage Platform Process Administration tab.
9. Select Edit in the Integration User Credential Management section.
10. Enter the credentials of the integration user. Additionally, indicate if the PromoMats/MedComms connection is a sandbox.
11. Select Save to validate the credentials.

To configure this feature for end users:

1. Ensure Configuring Approved Email End Users is complete.
2. Navigate to Admin > Users & Groups > Permission Sets.
3. Select the appropriate permission set.
4. Select the Objects tab.
5. Grant the following permissions:

   Object	Object Permission	Object Types	Fields	Field Permission
   meeting_request__v	R	n/a	account__v assignee__v duration__v engage_notification_id__v external_id__v invitee_display_name__v invitee_email__v invitee_locale__v invitee_time_zone__v meeting_type__v object_type__v phone__v sent_email__v start_datetime__v status__v	Read

6. Navigate to Business Admin > Objects > VMobile Object Configurations.
7. Activate the appropriate VMOC for the meeting_request__v object.

Add the {{schedulerLink}} token to the appropriate Email Templates, Email Fragments, or Template Fragments. This token should be added as the href property of an <a> tag so that content creators can control the text of the link that displays to users.

For example:

<a href="{{schedulerLink}}">Book a meeting.</a>

Each link is unique and can be used to create a single meeting request. Links expire 30 days after the email is sent.

When a recipient opens an Approved Email containing the {{schedulerLink}} token, the token renders as a link to the appointment booking site via Engage, enabling recipients using Engage to view and avoid potential scheduling conflicts when requesting a new meeting.

See Appointment Booking for HCPs for more information about requesting meetings from the appointment booking site.