Client Portal Appointment Management Live

TL;DR

Clients can now manage their own appointments directly in the client portal. No immediate action is required unless you want to customize client access.

Who this affects

HighLevel has not confirmed who is affected by this update, such as specific plan levels or user roles. However, any agency offering client portals to their clients, especially those with high booking volumes, should review this change.

What changed

HighLevel has added appointment management capabilities to the client portal. Clients can now:

• View their bookings across Today, Upcoming, and Past sections.
• Book new appointments, with their personal details pre-filled for convenience.
• Reschedule existing appointments independently.
• Cancel existing appointments independently.
• Users can select which calendars are accessible to clients within the portal.
• The appointment feature can be disabled for individual clients if needed. HighLevel has not confirmed any limits, plan gating, or rollout status for this feature.

Where to find it

This feature is located within the Client Portal. HighLevel has not published the exact navigation path to configure it, but based on the functionality, expect settings for calendar access and client-specific toggles to be available within the client portal settings or individual client records.

How agencies will use this

Agencies can leverage this to reduce administrative overhead. For example, an agency managing multiple clients with high-volume booking needs, such as a coaching program or a service-based business, can enable this feature. Clients log into their portal and see all their upcoming sessions. If a client needs to move a 1:1 coaching call scheduled on a 'Coaching Calendar' calendar, they simply reschedule it themselves through the portal. This eliminates the need for the agency's support staff to act as a middleman, sending reschedule links or manually updating calendars, thus freeing up agency resources for other tasks. Agencies can also select which calendars are visible to a specific client within their portal, ensuring clients only see relevant booking options.

Our take

This is a major update. The ability for clients to self-manage appointments directly within the client portal addresses a significant friction point for many agencies. It reduces manual tasks and streamlines client interaction, offering a better experience for clients and freeing up agency staff. This update is worth reviewing for any agency utilizing client portals.