Portals
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
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.
1. Creating a Portal
Steps to Create a Portal:
Go to Management UI and select BookMe -> Portals
Click Create Portal
Enter the Portal Name
Choose Configuration (select after it has been created)
Select Login Type (Azure AD / MitID)
Configure Styling
Insert URL to the logo
Enter desired logo height
Customize portal styling such as colors for bullets, header background, buttons, etc.
Configure Customer Data Setup
Select Customer category
Choose Theme
Assign Department to receive meeting bookings
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)
Finalize by clicking Create
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.
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%; }
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]+$ |
^[a-zA-Z0-9._%+-]+@[a-zA-Z0-9.-]+\.[a-zA-Z]{2,}$ | |
Danish phone number | ^\+45\d{8}$ |
2. Configure a Portal
Steps to Configure a Portal:
Go to Management UI and select BookMe -> Portals
Click on the "CRM Configuration tab
Click Create New
Enter Configuration Name
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
Click Create to save configuration
Go to Management UI and select BookMe -> Portals and choose your new Portal.
Choose your new configuration under Configuration and click Save
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.