Client View: Booking an Appointment
Your clients can schedule their own appointments directly through the portal by clicking + Book Appointment.
This will allow them to choose from a list of providers that have their own booking pages and have allowed them to be shown in the Client Portal.
If a client has multiple journeys with a provider. They need to directly contact the provider to book an appointment.
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Select a provider/team to open their booking page.
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Choose the Appointment Type you want to book.
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Select the specific provider that you want to schedule an appointment with.
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Choose a date and location and complete your booking.
Available dates are highlighted to make it easier to tell what dates are fully booked/unavailable.