Quick Tip: Client View of a Booking Page

Question: What does the client booking experience look like when someone schedules through my booking page?

Short answer: Your booking page is designed to make scheduling simple for both new and existing clients. Depending on how the client accesses the page, through a direct link, embedded website form, or client portal, the experience adjusts automatically to guide them through booking the right appointment.

Watch this Quick Tip video to learn how you can:

Customize your booking page title and description so clients know exactly what to expect
Automatically recognize existing clients by email and verify their identity securely
Link lead forms for new clients so intake information is collected before booking
Allow clients to choose appointment types, providers, and meeting locations
Offer flexible meeting options like in-person visits, phone calls, Google Meet links, or Doulado video room
Let clients schedule multiple appointments at once from the same booking page
Display provider availability clearly so clients can easily choose a time that works
Skip extra verification steps when clients book directly through their client portal
Control which booking pages appear in the client portal using labels and visibility settings

If your booking page has any potential to have new clients booking through it, we highly recommend linking a lead form to your booking page, so that new client information is automatically saved into a new lead journey before they even finish scheduling.

Bonus Tip: If your clients use the client portal, enabling booking pages there creates an even faster scheduling experience because they can skip the email verification step entirely.

Learn more: Client Portal View, and Customizing Booking Pages