Clients can now book, view, and manage appointments directly from the Client Portal. This gives them one place to manage their schedule without relying on email threads, booking links, or other tools.

What’s included

View appointments in one place

Clients can see their appointments inside the Client Portal with:

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

Book new appointments

• Clients can book appointments without leaving the portal.
• Their existing contact information is used automatically to speed up booking and reduce repeated data entry.
• If multiple calendars are enabled for the Client Portal, clients can choose which calendar to book.

Book again

After an appointment is completed, clients can quickly book another appointment from the portal.

Reschedule or cancel appointments

Eligible appointments can be rescheduled or canceled directly from the Client Portal, so clients can manage changes without contacting the business.

You control what’s available

Businesses decide 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 appointments experience through Client Portal app permissions

How to enable appointments

1) Enable calendars for Client Portal booking

Go to: Calendars → Calendar Settings → Meetings → Calendars

Open the calendar you want to make available, then go to: Edit Calendar → Booking Channels

Turn on Client Portal booking and save your changes. Repeat for each calendar you want clients to be able to book.

2) Enable the Appointments app

Go to: Memberships → Client Portal → Settings → App Permissions

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

Why this matters

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

Note: Appointments are currently available in the new Client Portal UI.