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            Set Up Video Appointments in Financial Services Client Portal

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            3. Financial Services Cloud Admin Guide

            Set Up Video Appointments in Financial Services Client Portal

            Let your portal users book video appointments with service resources.

            Required Editions

            Available in: Lightning Experience in Professional, Enterprise, and Unlimited editions where Financial Services Cloud license is enabled
            User Permissions Needed
            To customize a Financial Services Client Portal:

            Be a member of the portal AND Create and Set Up Experiences

            OR

            Be a member of the portal AND View Setup and Configuration AND an Experience Cloud admin, publisher, or builder in that portal
            1. Assign video call permissions to service resources. See Assign Video Call User Permission to Service Resources.
            2. Enable video calling so that your portal users can set up video appointments. See Enable Video Calls.
            3. Create a page on the Financial Services Client Portal to add the video call component. When a portal user initiates a video call, the face-to-face conversation between the portal user and the service resource takes place on this page.
              1. From Setup, in the Quick Find box, enter Digital Experiences, and then select All Sites.
              2. Next to your Experience Cloud portal, click Builder.
              3. Open the Pages menu on the top toolbar, and then click New Page.
              4. Click Standard Page, and then click New Blank Page.
              5. Select a layout, and then click Next.
              6. Enter a name, such as Video and a URL, such as video-calls.
              7. Enter an API Name, such as Video_Calls_c, and then click Create.
                Make a note of the API name to use it when you configure video calls.
              8. In the Builder, click Components, and then drag the Video Call component onto your page.
              9. Preview and publish your changes.
            4. Create a named credential for virtual calls for connecting to a video call service provider. See Create a Named Credential for Virtual Calls.
            5. Configure video appointments. See Configure Video Calls.
              Note
              Note When configuring the video call configuration values, for Experience Cloud Page API Name, enter the API name of the page that you created earlier.
             
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