📚Portal Flow I: Single Unit
A simple flow for unit portals.
Last updated
A simple flow for unit portals.
Last updated
Customers who use the portal are taken through a series of pages, which is referred to as the "portal's flow".
"Flow I" is supported for unit portals. It enables customers to queue up or book appointments for services in the portal's unit. This flow begins with selecting a service along with its type. If the selected service is appointment-based, the portal allows the customer to find an available time slot and schedule the appointment.
The following diagram depicts the steps in this flow:
The following screenshots depict the basic portal flow:
The homepage serves as a space to welcome customers and provide them with general information.
The Service page displays available services and allows customers to select their desired option. This page is optional when only one service is available.
The Service Type page displays available service types for the selected service and allows customers to select their desired option. This page is optional when only one service type is available.
Service types configured with "Disable customer appointment booking and service queueing via the Portal" are unavailable on the portal.
Depending on the selected service's configuration, the portal may ask the customer for a phone number, email, or customer ID.
For more information, see:
📚Prerequisites & Data CollectionDepending on the service entry mode (walk-in or appointment), the customer is taken to the Queue Up or Time Slot pages:
When the selected service's entry mode is "Walk-in", the Queue Up page is displayed. The page displays a summary of the user's selections.
When the customer clicks the Queue Up button, a new case is added to the queue, and the customer is redirected to the Virtual Ticket page.
If the selected service type supports multiple channels, customers can choose their desired channel.
The Video Channel option is only available when the Video Meetings are properly configured for the organization.
When the selected service's entry mode is "Walk-in", the Time Slot page is displayed. The page allows the customer to choose a time for his appointment.
If the selected service type supports multiple channels, customers can choose their desired channel.
The Ticket page provides a real-time status of the new case.
To learn more about virtual tickets, see:
Virtual Tickets
