Put a Book a time button in a client's private portal so they can schedule with you without hunting for a link.

Turn on booking for a client

  1. In Calendar, make sure the booking types you want to offer are published and your booking page is on. Only published booking types can be offered in a portal.
  2. Open Clients, click the client, then click Portal controls. Scroll down to the Booking card.
  3. Switch on Client can book online.
  4. If you work with a team, choose Who they book with: one teammate, or Anyone on the team. Changing the person clears the sessions you picked, so pick them again.
  5. Under Sessions the client can book, tick each session this client may choose. Changes save as you make them.

What your client sees

  • With one session ticked, the portal's Book a time button goes straight to it.
  • With several ticked, it opens your booking page showing only those sessions.
  • With none ticked, the portal shows no booking button.