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Modules overview

From Qmatic Experience Cloud portal, you can reach the different parts of the system from the left side menu. Which menu items are available for you depend on the access rights connected to your user.

Administration and configuration (portal):

  • Accounts & systems – For setup and configuration of account and systems, only accessible for system administrator.

  • Organization – See branches and services synced to the portal and map auth groups per branch and service.

  • Closed days– Define global dates when appointments cannot be booked.

  • Branding - Change the branding for the online booking website.

  • Localization– Configure language settings for the portal and appointment-related applications.

  • Appointments– Change the settings related to appointment scheduling on general (global) and branch level.

Administration and configuration (Visit Manager):

  • User Management – Manage roles and role mappings

  • Business Configuration – Manage services and branches, configure operation and equipment profiles and publish configuration.

  • Surface Editor – Set up and edit surfaces for touch screen and displays.

  • Context Marketing

  • Personal Data – Manage customer data retention policies.

  • Service Scheduler – Manage opening hours per service.

  • General Admin

  • WeSeeDo – Change settings related to the WeSeeDo video conferencing integration.

  • Notification Admin – Set up and edit notifications related to the visit part of the customer journey.

Staff views:

  • Book

  • Plan

  • Check in

  • Serve

  • Monitor queues

  • Monitor operations

Data and analytics:

  • Reports

  • Data Connect

External parts and apps:

  • Mobile Ticket

  • Qmatic Kiosk

  • Qmatic Display