All Collections
Client Portal
Client Portal Basics!
Set availability and locations for Client Portal
Set availability and locations for Client Portal

Use schedules to set when and where your clients can book an appointment in Client Portal

Updated over a week ago

Client portal uses your schedule to determine which times and locations to offer your clients. This article will outline how to set availability and publish your schedule to Client Portal.

πŸ“ For more detailed instructions on creating a schedule, see Your calendar schedule
​
This article includes:
​
​1. Publish your schedule
​2. How it looks from the client's end
​
​


Publish your schedule

1. From the Dashboard, go to Calendar.
​2. Scroll down and click on View Schedule, then click on Create Schedule on the top left.
​3. Enter your working schedule: dates, days, times, and locations.

4. In Publish To check Client Portal, and click Save and Update.
​
​


πŸ›‘ Client Portal will ignore any 'Allocate' blocks, used to colour your schedule. If you don't want Client Portal to offer a certain period of time, you'll need to Block out time in your calendar

πŸ’‘ Published locations need to have a postcode, to add a postcode see Add your practice location with sites
​
​


How it looks from the client's end

Now that you've published a schedule, client portal will offer times based on the length of the selected appointment type.

Clients will have the option to choose between locations from the portal.


πŸ’‘ The maps in client portal are automatically generated based on the address of your site
​
πŸš€ You can also publish your schedule for online bookings via the below add-ons:


See similar articles relating to setting availability and locations for Client Portal:
​


Please let us know if you have any questions and don't forget to rate this help article below so that we can continue to improve our support to you!

Did this answer your question?