Portals

A Portal is a dynamic website that allows customers to book appointments or join a queue for walk-in services.

By adding services to a portal, they become available online.

If a walk-in service is added to a portal, customers can queue up for the service during its working hours. On the other hand, adding an appointment-based service to a portal enables customers to book an appointment for that service if a timeslot is available on one of the service's calendars.

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 a specific unit provides (and its sub-units, if available). In contrast, organization portals allow customers to book appointments for services across the organization.

Portal Flow

When customers use the portal, they go through a series of pages where they can choose the desired service, enter personal information, choose the appointment time, etc.

Several factors affect the actual pages the customer will go through:

• The selected portal flow is Flow I or II (see below).

• The selected service entry mode (Walk-in/Appointment)

• The selected service prerequisites (email/phone/phone+otp/customer ID). These prerequisites are configured on the service admin page.

• If a customer ID is required, the Self-auth settings on the Customers Table determine whether to use phone number + OTP or key and validation fields.

• If the service category specifies any required fields, the portal will ask the customer to enter these fields.

A portal can be configured with one of two flows:

Flow I

This flow is supported for unit portals. It allows customers to queue up or book appointments for services in the portal's unit.

This flow starts by selecting a service and a service type.

Learn more:

📚Portal Flow I: Single Unit

Flow II

This flow is supported for both unit and organization portals. It enables customers to search for an appointment across multiple units.

This flow starts by selecting a service category and a service type.

Learn more:

📚Portal Flow II: Cross Unit Search

Appearance

Texts and Translations

To customize the texts on the portal pages, use the Public Apps tool to edit the Portal Profile.

The portal profile consists of pages; each page contains all the texts used by the portal and their translations to other languages.

⚒️Translating Kiosks, Portals, Tickets, and Chats

Colors, Fonts and Graphics

The portal's Theme controls the portal pages' colors, fonts, and graphics.

⚒️Managing Themes

See Also

⚒️Managing Portals