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 can not hide the Home tab in the Scheduling Portal, you will need to put a banner on the Home tab, or this page will look oddly blank.

Schedule Appointment

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The “Schedule Appointment” tab starts the appointment scheduling process, for users who are already logged in.

My Appointments

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The “My Appointments” tab in the SUMO Customer Portal provide the user a number of options, which include:

Upcoming Appointments

This simply lists appointments that are scheduled in the future.  Here the users are offered a few options:

Reschedule

If the user clicks this button, then they will be taken back through the self-scheduling process starting at the WHEN step.  Once the user completes the reschedule process, the appointment is simply moved to the new date/time and the “Modified Appointment” email is sent to them.

IMPORTANT – If the user needs to change the WHERE or WHAT of the appointment, then they will need to click DECLINE to cancel the appointment, and click “Schedule Appointment” to schedule a new appointment.  The Reschedule Button only appears for appointments where there is 1 provider and 1 participant.  If there is more than 1 provider or more than 1 participant scheduled, then the “Reschedule Button” does not appear since the user does not have the ability to reschedule on behalf of everyone, because they will not have insight into their availability.

Decline

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If the user is unable to attend, then they may click DECLINE.  This will make a red indicator on the appointment calendar.

Add to Outlook

If the user clicks this button, they can download a .ICS file, which they can open in Microsoft Outlook and add the appointment to their calendar.

Add to Google Calendar

If the user clicks this button, they are redirected to Google Calendar, and are able to add the appointment to their Google Calendar.

Past Appointments

Past Appointments are any appointment in the past that was not “Canceled” or marked as “No-Show”.

Incomplete Appointments

Incomplete Appointments are any appointment that was “Canceled” or marked as “No-Show”.

Additional Tabs

You may also turn on more tabs, including:

  • Documents
  • Ideas
  • Questions & Answers
  • Custom Objects (such as Invoices, Payments, etc…)

NOTE: More information about the SUMO Customer Portal License (AKA ISV Portal License) can be found here.