Book and manage appointments in the Client Portal
Members can book, view, and manage appointments from the Client Portal. This lets organizations offer self-service booking for mentoring sessions, ethics consultations, meetings with an executive director, and similar appointments without members leaving the portal.
Enable appointments for the Client Portal
Two configuration areas must both be set: enable Client Portal booking on the calendars you want available, and enable the Appointments app in the Client Portal permissions.
Enable Client Portal booking on a calendar
Go to Calendars > Calendar Settings > Meetings > Calendars.
Open the calendar to make available.
Open Edit Calendar > Booking Channels.
Turn on Client Portal booking.
Select Save changes.
Repeat for each calendar that should be bookable from the portal.
Enable the Appointments app
Go to Portal and Groups > Client Portal > Settings > App Permissions.
Turn on Appointments.
Save the settings.
How members book and manage appointments
Appointments are available in the new Client Portal UI. Members open the Appointments app to view and manage their appointments.
View appointments in Today, Upcoming, Past, or the full calendar view.
Each appointment shows its date, time, and status.
Select the booking action to create an appointment. The member's existing contact information is used automatically, so they do not re-enter it.
If more than one calendar is enabled for Client Portal booking, the member selects which calendar to book.
After completing an appointment, the member can book another from the portal.
Eligible appointments can be rescheduled or cancelled from the portal.