Use Drop In Appointments with Education Cloud to easily manage learners who visit the location for an in-person consultation with an advisor.
| Available in: Lightning Experience |
| Available in: Enterprise, Performance, Unlimited, and Developer Editions with Education Cloud |
Front office staff can create waitlists, or virtual queues, for service resources, such as advisors, who are available for drop-in appointments. The staff can then generate a QR code for the waitlist, and share it with learners who wish to make an appointment. Learners can scan the QR code to check in and add themselves to the waitlist. Service resources are notified of the check-in and can accept the drop in appointment, while learners wait in the lobby.
On the learner portal, learners can check the status of their check-ins and position in the queue. When a service resource accepts a check-in, the learner can view the scheduled appointment on the Upcoming appointments tab.
- Set Up Your Org for Drop In Appointments
Configure your org to enable drop in appointments, and add the QR Code component to the waitlist record page for the staff. - Set Up Your Learner Portal for Drop In Appointments
Add a page to your Experience site where learners can select a topic and add themselves to the waitlist for a drop-in appointment. - Generate a QR Code for a Waitlist Check-in Page
Create a QR code that learners can use to add themselves to the waitlist of a drop in appointment.