Managing Portals
Configuring portal using the Directory tool
A portal is a dynamic website available to the public where customers can book appointments or join a queue for walk-in services.
Your organization can have multiple portals. Each portal can be created for a single unit or the entire organization. Unit portals allow customers to book appointments for services in that unit (and its sub-units, if available). In contrast, organization portals allow customers to book appointments for services across the organization.
Creating a Portal
To create a portal:
Click the organization name to create a global organization portal, or click on a unit name to create a unit portal.
Click on Portals.
Click the New Portal button to open the New Portal dialog.
Enter a unique name for the portal and select the Portal Profile. The portal's profile controls the texts shown on the portal pages.
Click the Create button to create the portal.
Portal Settings
In the General tab, edit the portal's settings:
Active: Uncheck this box to deactivate the portal.
Portal Name: A unique name identifying this portal.
Description: A free-text description of the portal.
Portal Profile: The profile controls the texts displayed by the portal and their translations. See: Localization and Translation
Theme: Use the dropdown to select the default theme for the portal. The theme controls the portal's appearance (including colors, images, and fonts). To learn how to manage themes, see: Managing Themes
Accessible Theme: Use the dropdown to select the portal's theme used when customers turn on "Accessible Mode" on the portal. Use a high-contrast color scheme to ensure customers with color blindness can use the portal.
Supported Languages: Select one or more languages out of the "public text languages" configured for the organization.
Default Language: Use the dropdown to select the default language when the portal is first loaded.
Flow Settings
On the Flow tab, select the desired portal flow and configure the flow settings.
To learn more about portal flows, see:
Flow I: Service, Service Type
Services: Select the services exposed to customers by this portal:
Show all services in the current unit: Automatically include all the services in the portal's unit.
Show selected services: Choose this option to pick the services the portal exposes manually.
Filter Service by Entry Mode
No Filter: Show all services
Show Only Walk-in Services: Filter the service the portal exposes to show only walk-in services.
Show Only Appointment Services: Filter the service exposed by the portal to show only appointment-based services.
Service Order Settings: When manually selecting services, you can easily control their order of appearance by dragging them around or using the Move Up/Move Down arrows. This ensures that the services are always listed in the same order. However, if you prefer to have the services listed alphabetically, select the "Sort services by localized service name" option. Please note that enabling this setting may cause the service order to change if the customer changes the portal language.
Flow II: Service Category, Service Type, Unit + Service
Service Categories:
Show Services In Any Category: Include all available service categories.
Restrict to Selected Service Categories: Select the service categories to include manually.
Units:
Show Services In This Unit and Its Descendant Units: Include the portal's unit and its descendant units. For an organization portal, this means the entire organization tree.
Restrict to Selected Units: Select this option to select specific units to include in the portal. The portal will only show services in selected units.
Filter Service by Entry Mode
No Filter: Show all services
Show Only Walk-in Services: Filter the service the portal exposes to show only walk-in services.
Show Only Appointment Services: Filter the service exposed by the portal to show only appointment-based services.
How Customers Access the Portal
Using the Portal URL
You can direct customers to a portal by sending them the URL. You can obtain the URL and copy the Portal URL value from the Portal access card.
To open the portal in a selected language, choose the desired language from the Portal language dropdown before copying the URL.
Using a QR Code
A common practice is to place a QR code in your branch, allowing customers to scan the code to get to the portal.
Click on the QR Code button to get the QR code, or use the Portal URL QR code image value to embed the QR code in your legacy website.
Embedding a Portal in Your Website
This feature allows for integrating a button on your company's website. When clicked, it triggers a popup window to open the portal directly within the website interface, enhancing user experience by providing immediate access without needing to navigate away from the current page.
In the Access tab, click Get Embedded Portal Code to open the Embedded Portal Code dialog:
The dialog assists you in generating the script to include in your website. Here, you can configure the button type, label, and colors and
Button Style: Choose Floating, Inline, or Link to control the button's appearance and behavior.
FAB Placement: When the button style is "Floating", choose whether to place the button on the left or right side of the screen ("End" is the right side of the screen when the page direction is left-to-right).
Button Label: The text to show on the button
Button Color/Text Color: The button's background and text colors.
Accessible Theme: Check this box to open the portal in accessible mode.
Presets: The section allows you to pre-select the portal's language, a service, and a service type.
Embed Code: This section provides the scripts to include in your website. There are two scripts, one to insert in the
<head>section of the page and the other in the<body>section. For inline and link button styles, insert the script where you want the button to show. For floating buttons, add the script at the end of the body.
See Also
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