Portals

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Requirements

To fully utilize the function, your company must:

• Use the latest managed BookMe package
• Run on package 1.12 - 1.13 in BookMe’s unmanaged package

If your company has not installed any of the mentioned packages, you will only be able to offer the basic functionality.

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Purpose

With Portals, your partners and customers can book meetings with their advisor or selected advisors. Portals enhance your accessibility to customers and ensure that valuable meeting leads are not lost in the process.

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1. Creating a Portal

Steps to Create a Portal:

1. Go to Management UI and select BookMe -> Portals
2. Click Create Portal
3. Enter the Portal Name
4. Choose Configuration (select after it has been created)
5. Select Login Type (Azure AD / MitID)
6. Configure Styling
   • Insert URL to the logo
   • Enter desired logo height
   • Customize portal styling such as colors for bullets, header background, buttons, etc.
7. Configure Customer Data Setup
   • Select Customer category
   • Choose Theme
   • Assign Department to receive meeting bookings
8. Set up Fields for the Portal
   • Click Add Field
   • Enter Key
   • Provide Field Name
   • Add Field Description
   • Select Default Value
   • Define Order for field display
   • Choose Field Type
   • Indicate if the field is Required
   • Indicate if the field should be Hidden (e.g., pre-filled text/value)
   • Configure Regex Validations (choose from predefined options or create custom ones)
9. Finalize by clicking Create
10. Test the Portal by clicking on the portal icon (square with an arrow) on the homepage

Note: Before using the portal, it must be configured with your CRM system.

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Portal Styling

You have the option to style your Portal under Custom styling

Example:

• Setting background-, stepicon og text color:

  --mui-palette-primary-main: #153C56;
  
  .MuiStepIcon-root {
  color: #B5101F;
  }
  
  .MuiTypography-root {
  color: #B5101F;
  }
  
  .MuiStepper-root {
  width: 50%;
  }
  

Ensure colors do not obscure button visibility.

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Regex validation rules

When setting up your Portal you can choose to add a validation rule for the specific field

The following regex validation rules comes as standalone formulas:

Fields	Regex validation formula
Cpr-number	^\d{6}-\d{4}$
Customer name	^[a-zA-ZæøåÆØÅ]+$
e-mail	^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+.[a-zA-Z]{2,}$
Danish phone number	^+45\d{8}$

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2. Configure a Portal

Steps to Configure a Portal:

1. Go to Management UI and select BookMe -> Portals
2. Click on the “CRM Configuration tab
3. Click Create New
4. Enter Configuration Name
5. Set up Portal configuration fields
   • CRM Portal - new portal - create field setup
     • Choose Key
     • Select Object
     • Select Object field
   • CRM Portal - Bookme meeting fields - create standard field setup
     • Choose Key
     • Select Object
     • Select Object field
6. Click Create to save configuration
7. Go to Management UI and select BookMe -> Portals and choose your new Portal.
8. Choose your new configuration under Configuration and click Save
9. Publish the Portal for partners and internal/external users

Note: Before using the portal, it must be configured with your CRM system.

Important Note

Ensure that your Portal is properly configured to align with your CRM system requirements before going live.

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