new
Client Portal
š Service Booking is Now Available in the Client Portal!
Booking and managing services just got easier! Your clients can now
discover, book, reschedule, and manage service appointments directly from the Client Portal
ā without needing separate booking links or switching between platforms.With meetings and services available in one place, your clients get a smoother, more convenient booking experience.
āØ What's New?
- Book Services Directlyā Clients can explore available services, select their preferred date and time, and complete bookings without leaving the Client Portal.
- Faster Booking Experienceā Client information is automatically pre-filled, with support for booking single or multiple services depending on your setup.
- Easy Rescheduling & Cancellationsā Clients can reschedule or cancel eligible service bookings based on your calendar settings.
- All Appointments in One Placeā Meetings and service bookings now appear together underAppointments, organized into Upcoming and Past.
- Control Service Visibilityā Choose which service booking pages are accessible to your clients through the Client Portal.
šÆ Why It Matters
Previously, clients had to rely on separate booking links to schedule services, creating unnecessary friction in their experience.
Now, the
Client Portal becomes a central destination for accessing services and managing appointments
, making it easier for clients to engage with your business.š What You'll Benefit From
- Simplified Bookingā Let clients discover and book services without leaving the Client Portal.
- Fewer Manual Stepsā Reduce the need to share and manage individual booking links.
- Better Client Experienceā Give clients one place to view, reschedule, and manage their appointments.
- Complete Controlā Decide exactly which services are available for booking.
āļø Getting Started
Step 1: Enable Service Booking
- Navigate to Calendars ā Services ā Booking Pages.
- Open the booking page you want to make available.
- Under Client Portal, enableAllow booking from client portal.
- Click Save changes.
Step 2: Enable Appointments in the Client Portal
- Navigate to Memberships ā Client Portal ā Settings ā App Permissions.
- Enable Appointments.
- Click Save.
That's it! Your clients can now discover and book your enabled services directly from their Client Portal.
Availability:
Service Booking is now available in the new Client Portal
.