Self- Scheduling Site

Pass the ID from a Salesforce Community into the Self-Scheduling Site

You want to put a “Schedule Appointment” button in your Salesforce Community, so your community users can self-schedule appointments with your staff.  Assuming the community user is already logged into the community and only accessing this “Schedule Appointment” button from an authenticated page, you would like the user to not have to re-identify themselves, since they […]

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On the Login/Registration Page of the Self-Scheduling Site, users are getting this when trying to register. AND/OR the SUMO Self-Scheduling Site / Customer Portal Administrator is receiving this email: Troubleshooting Tips 1. Confirm your SUMO/Salesforce Org has “Authenticated Website” licenses. Login to SUMO, click on your name in top right, and click on Setup Under Administration Setup click […]

How to update Terms of Service?

The Self-Scheduling Site has the option to ask users if they would like to accept the Terms of Service.  The user may click “Terms of Service” to view them.  If you use this feature, you must first update the Terms of Service text document with you Terms of Service. On the far right of the top nav […]

Relate Self-Scheduled Appointments to Any Object

About SUMO can dynamically relate any Self-Scheduled appointment to almost any object.  For example: Mass emailing from a campaign and having self-scheduled appointments related to the campaign. Self-scheduling an appointment and having it related to a case. Self-scheduling an appointment and having it related to a custom object. The Setup In order for this functionality to work […]

How to Use the SUMO Portal

About the SUMO Portal If you your contacts in SUMO to authenticate during a self-scheduling process, then you will need to setup the SUMO Portal (aka Customer Portal).  Once a user has logged into the Online Scheduling Site, then they are technically now in the SUMO Portal, where they have more options. Features for Portal Users Home Since you […]

Setup “Team” Scheduling Link

About In addition to creating a Personal Scheduling Link for yourself, you can create a Team Scheduling Link.  When people click on this link they are taken to the same Self-Scheduling Site, but the WHO step is hidden, and SUMO will automatically assign the appointment to a provider on the team that is available. Setup Instructions Login to SUMO […]

Setup Person Account Settings for Online Scheduling Site

What is a SUMO Person Account? That is explained here. Where are the Person Account Settings for the Online Scheduling Site? On the far right of the tab menu at the top, click on +. Find “SUMO Admin Settings” and click on it. On the “General Settings” tab, look for the section title “Person Account […]

How to Setup Services Offered

What is “Services Offered”? In order to deploy the SUMO Online Scheduling Site you must specify what services each provider offers.  For example, if you would like people to self-schedule into an appointment with Jane Provider, and you would like them to be able to choose a service, such as “Initial Consultation” or “Follow-Up Meeting”, then Jane’s […]

How to Setup the SUMO Portal

Learn how to use the SUMO Portal here. *Required if you choose Customer Scheduling Mode in the Online Scheduling Site – Global Settings. If you plan to allow your contacts in SUMO to register for a self-scheduling process, then you need to take a few minutes to setup the Scheduling Portal (aka Customer Portal).  Once the user has […]