Appointments in the Client Portal

The Calendar is the default tab clients see when they log into their portal. It gives them a clear view of their upcoming sessions with you, and depending on your settings, lets them request or reschedule appointments themselves.

[Screenshot: Client portal calendar showing upcoming appointments]

What Clients Can See

Clients see all their upcoming and past appointments in one place:

• Date and time of each session
• Session type (video call, phone, in-person, etc.)
• Duration
• Status (Confirmed, Pending, Cancelled)

Requesting an Appointment

If you have Appointment Scheduling enabled in your Client Portal Settings, clients can request new appointments directly from their portal.

They’ll see your available time slots based on the availability you’ve configured in your calendar settings, and can pick a slot that works for them. The appointment will appear as Requested until you confirm it.

Rescheduling

Clients can request to reschedule an existing appointment by selecting it and choosing a new time slot. This follows the same confirmation flow — you’ll see it as a pending request.

Cancellation Policy

If you have a cancellation policy set up, it will be displayed to clients when they attempt to cancel or reschedule. You can enable this in Settings → General → Client Portal → Calendar → Apply Cancellation Policy.