📚Portal Flow II: Cross Unit Search

Find service availability across organizational units.

Customers who use the portal are taken through a series of pages, which is referred to as the "portal's flow".

"Flow II" is supported for unit and organization portals. It enables customers to either queue up or book appointments for services across multiple units.

In this flow, customers select a service category and service type. The portal will present available services in all the relevant units. You can control which units will be searched on the portal's configuration page.

The following diagram depicts the steps in this flow:

The following screenshots depict the basic portal flow:

Home Page

The homepage serves as a space to welcome customers and provide them with general information.

Service Category Page

The Service Category page displays available service categories and allows customers to select their desired option. This page is optional when only one service category is available.

The Service page displays available services and allows customers to select their desired option. This page is optional when only one service is available.

Service Type Page

The Service Type page displays available service types for the selected service category 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.

Service Locator Page

The Service Locator page lists the first available time slot matching the selected service category and types in each unit supported by the portal.

For example, in the following screenshot, two timeslots are suggested to the customer: the first time slot is in the Registrar's Office on Feb 19 at 08:34, and the second is in the Academic Advising Center on Feb 19 at 08:34.

Customers can click on the option that better suits their needs. They will be redirected to the Time Slot page, where they can select their preferred appointment time and channel.

The Porta's Service Locator Page

Prerequisites and Data Collection

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 Collection

Queue Up / Time Slot Pages

Depending on the service entry mode (walk-in or appointment), the customer is taken to the Queue Up or Time Slot pages:

The Portal's Queue Up / Time Slot pages

Walk-in Service -> Queue Up Page

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.

Appointment Service -> Time Slot Page

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.

See Also

Portals