Configure Walk-up Experience locations for guest users

Configure walk-up locations for guest-users so they can select a location while making appointments.

Before you begin

Role required: sn_csm_walkup.walkup_admin, catalog_admin

Note:

catalog_admin is a high‑privilege role which grants broader permissions. Assign this role only after reviewing the permissions and confirming necessity.

Procedure

1. Navigate to All > CSM Walk-up Experience > Administration > Appointment Configurations.
2. Select a location that the guest user needs access to.
3. Click the Preview this record icon ( ) next to the Catalog item field.
4. In the Record Producer window, click Open Record.
5. Under Related Links, click the Available For tab.
6. Click Edit.
7. Move Any Guest User from the Collection list to the Available For list and click Save.
8. Under Related Links, click the Variable Sets tab.
9. Select sn_appointment_variable_set and set permissions for each of its variables.
   1. In the notice at the top of the form about the current application, click here to access the CSM Walkup Experience application record.
   2. Select the sn_appointment variable.
   3. Click the Permission tab.
   4. For the Read roles and Write roles, move the public, snc_internal, and snc_external roles from the Available list to the Selected list.
      Note:

      Create roles is also required for the correct auto-population of the information in the guest records.
   5. Click Done.
   6. Repeat these actions for the sn_appointment_macro variable.
10. Repeat step 9 to set permissions for the sn_walkup_variable_set variable set.

Result

The configured walk-up locations are now available for guest users.