Schedule a walk-up appointment as a guest user

  • Release version: Xanadu
  • Updated August 1, 2024
  • 1 minute to read

    • Schedule walk-up appointments as a guest user from either the Customer Service Portal or Consumer Service Portal.

    Before you begin

    Role required: none

    Procedure

    1. Go to the Customer Service Portal or Consumer Service Portal home page by adding the suffix /csm or /csp to your instance URL.
    2. Click Walk-up Check-in.
    3. Click Allow to use your current location or select the location you prefer from the Select the location drop-down list.
      The Welcome to Walk-up Check-in screen is displayed.
      Note:
      A user with login credentials can also log in through the guest Walk-up Check-in link to book an appointment.
    4. Select the I'm not a robot check box and verify that you are not a robot.
    5. Fill in the fields.
      Table 1. Guest user appointment fields
      Field Description
      Enter your name Your first name and last name.
      Enter your email address Your email address.
      Enter your phone number (optional) Your phone number.
      Note:
      This field doesn't accept alphabetical characters.
      What is the reason for your visit? The reason for your visit.
      When do you want to visit? The date you want to visit. Click the calendar icon, select the desired date and time for the appointment, and click Select.
      The default location name, description, hours of operation, and Get Directions link are displayed on the right.
      Note:
      If you have chosen to select a location, the View on map link appears instead.
    6. Optional: Change the location manually.
      1. Click Change Location.
      2. Select a location from the drop-down list.
    7. Click Schedule appointment.
      You will receive a verification email.
      Note:
      You can also click Cancel appointment on the same Welcome to Walk-up Check-in screen. Confirm the cancellation in the dialog box that appears and cancel the appointment.
    8. Click Verify or click on the link to confirm your appointment from the email you receive.
      The appointment is confirmed and the details are displayed on the confirmation screen. If you want to verify your appointment once this screen Is no longer displayed, you can click the link in the appointment confirmation email to display it again.