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Book services from your Client Portal

Let members find enabled services, choose a date and time, and manage eligible bookings from the new Client Portal. Service visibility and existing calendar settings stay in your control.

  • Creator Platform
Maintained concrete service pavilion with three sheltered bays and a narrow red entrance seam in an alpine landscape

Bring service booking into the member workspace

The new Client Portal can offer service booking alongside meetings under Appointments. Members can browse enabled services, choose an available date and time, and complete the booking without opening a separate booking link.

Existing client information can be pre-filled. Depending on the booking-page setup, members can book one service or several services together. This release applies to the new Client Portal and the service pages made available there.

Choose which service pages members can find

In Calendars → Services → Booking Pages, open the relevant page and enable Allow booking from client portal, then save the change. Appointments must also be enabled in Memberships → Client Portal → Settings → App Permissions. Review both settings before offering the page to members.

Choose the service pages intended for portal access. The public settings example shows the visibility control; the page name and description identify its tile in the member portal. Existing workspace permissions still govern who can change that configuration.

Keep appointment rules in place

Meetings and service bookings appear together under Appointments, organised into Upcoming and Past. Members can reschedule or cancel eligible service bookings according to the calendar settings already configured for them.

Services catalogue with the generic Main Booking Page card, All Services label and View link
Official public historical Client Portal example. This crop keeps only the generic Main Booking Page card and its original All Services label and View link. Personal calendars, named service pages and account identity are outside the crop; no member booking was opened.
Public service-booking date and time picker showing October 2026 example dates and available-time buttons
Official public historical booking example from October 2026. The displayed dates, selected day and time buttons are unchanged source values, not current Creator appointment availability. Portal identity, service-account branding, location and staff details are excluded; no date, time or appointment was selected.
Client Portal service setting with Show in client portal and Allow booking from client portal switched on
Official public booking-page settings example. The original Allow booking from client portal switch is on. The portal URL, account-specific booking-page name and description are outside this crop. No setting was changed or saved for this article.
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