NOTE: For a more in-depth overview of how the client portal works, we recommend checking this article first.
Step 1: Navigate to Client Portal Settings
Begin by navigating to the left sidebar menu, clicking on Setup, and selecting "Client Portal" under the "Services" section.
After that, Click on "Customize" located on the right side of the screen.
Step 2: Access the Features Tab
Once you switch to the ''Features'' tab, you have the flexibility to determine which aspects of your business clients can access within the portal.
Step 3: Manage Appointment Visibility
When in the ''Features'' tab, locate the Appointments option. Use this setting to control whether clients can view and interact with appointments in their portal.
To enable it, click the option and select ''Enable'' in the pop-up.
Once enabled, a preview on the right side of the window will show how the ''Appointments'' section will appear to the client.
Make sure to click ''Save'' in the top-right corner to apply your changes.
How the Appointment Widget Will Appear to Clients
When the ''Appointments'' option is enabled, clients will see the Appointments widget on their portal dashboard. They can view upcoming appointments and interact with clickable appointment items in the activity section, giving them easy access to their schedule and booking information.
If disabled, the widget will be hidden, and the appointment item will remain visible but inactive.
By following these steps, you can control how appointments are displayed in the client portal, ensuring clients have the appropriate access and visibility.
For more guides, refer to related articles below, select additional guides, or use the search bar at the top of the page. These guides will help you get the most out of your Pabau account.
Additionally, to help you fully utilize and understand your Pabau account, we recommend exploring additional guides and resources offered at the Pabau Academy. It offers in-depth video tutorials and lessons, offering a holistic learning experience that can equip you with the essential skills for achieving success with Pabau.