Appointments in the Client Portal

Clients can now book, view, and manage appointments directly from the Client Portal, giving them one place to manage their schedule without switching to emails, booking links, or other tools.

Clients can see their appointments directly inside the Client Portal with:

• Today, Upcoming, and Past views
• A full calendar view
• Appointment details including date, time, and status

• Clients can book appointments without leaving the portal.
• Their existing contact information is automatically used, making the booking experience faster and reducing repetitive data entry.
• If multiple calendars have been enabled for the Client Portal, clients can select the calendar they want to book with.

After completing an appointment, clients can quickly book another appointment from the portal whenever they need to.

Eligible appointments can be rescheduled or cancelled directly from the Client Portal, allowing clients to manage schedule changes without contacting the business separately.

Businesses decide exactly which booking options are available to clients.

You can:

• Enable one or multiple calendars for Client Portal bookings
• Choose which calendars clients can select when booking
• Enable or disable the entire Appointments experience through Client Portal App Permissions

Open the calendar you want to make available, then navigate to:

Turn on Client Portal booking and click Save changes.

Repeat this for every calendar you want clients to be able to book.

Navigate to:

Enable Appointments and save your settings.

Once enabled, clients will see Appointments inside their Client Portal and can start viewing and booking available appointments.

Appointment management is now part of the Client Portal experience, giving clients more control over their schedules while reducing the need for businesses to manually handle booking, rescheduling, and cancellation requests.