Appointments in the Client Portal

Members can now book, view, and manage appointments from the Client Portal. Enable Client Portal booking on the calendars you want available, and turn on the Appointments app in the Client Portal permissions. Members book with their existing contact information, choose between multiple calendars, and reschedule or cancel eligible appointments from Today, Upcoming, Past, and calendar views.

This is a feature that is primarily used by organizations that allow scheduling of mentorship appointments, ethics consultations, or meeting scheduling with team members.

See Book and manage appointments in the Client Portal for the full setup.