Client Portal Appointments Now Live

TL;DR

Clients can now view, book, reschedule, and cancel appointments within the Client Portal. This is a major update to the Client Portal experience.

Who this affects

This impacts businesses using the Client Portal for their clients. Agencies and SaaS entrepreneurs serving clients who book appointments will find this relevant. HighLevel has not confirmed who this affects in terms of plan levels or specific sub-account configurations.

What changed

Clients can now manage their appointments directly within the Client Portal. Specifically:

• Clients can see their appointments in Today, Upcoming, and Past views.
• A full calendar view of client appointments is available.
• Appointment details, including date, time, and status, are visible to clients.
• New appointments can be booked directly from the Client Portal.
• Existing client contact information is automatically populated when booking.
• Clients can select from multiple calendars if enabled for the Client Portal.
• The option to book another appointment is available after completing one.
• Eligible appointments can be rescheduled by clients.
• Eligible appointments can be canceled by clients.
• Businesses can enable one or multiple calendars for Client Portal bookings.
• Businesses have control over which calendars clients can select when booking.
• The entire Appointments experience can be enabled or disabled via Client Portal App Permissions.
• These appointment features are integrated into the new Client Portal UI. HighLevel has not confirmed any limits, plan gating, or the rollout status of this feature.

Where to find it

The settings for this feature can be found in two main areas:

• Calendars → Calendar Settings → Meetings → Calendars
• Memberships → Client Portal → Settings → App Permissions

How agencies will use this

Agencies can leverage this update to streamline client scheduling and reduce administrative overhead. For example, an agency managing a fitness studio's HighLevel account could configure the Client Portal to allow members to book and manage their classes or personal training sessions. The agency would enable the desired class calendars under Calendars → Calendar Settings → Meetings → Calendars and then activate the Appointments experience within Memberships → Client Portal → Settings → App Permissions. Members logging into the Client Portal could then view their upcoming class schedule, book new classes, or reschedule existing ones, all without needing to contact the front desk or use a separate booking link. This self-service capability enhances the client experience and frees up staff time.

Our take

This is a major update for anyone utilizing the Client Portal, particularly for service-based businesses. Providing clients with direct control over their appointments within the portal is a significant step towards a more self-sufficient client experience. The ability for clients to book, reschedule, and cancel directly reduces friction and potential client support tickets. Agencies should evaluate how this can be implemented for their clients, especially those with recurring appointments or services.