How To Set Your Customer Portal Options

This guide will show you how to configure your online booking calendar to meet your business needs.

Step 1. Enter the "Edit Customer Portal Settings" Section

Under the "Customer Portal" tab of the "Settings" page, select the "Edit Settings" tab.
online appointment scheduler for clients

Step 2. Determine How Clients Will Access Your Customer Portal

Select either "Public" or "Private" View Access by clicking on the corresponding button. Public View Mode allows anyone who visits your customer portal to view the services that are available and book an appointment. In Private View Mode, only users that have a registered account can view services and book an appointment. They must enter their username and password to login into your customer portal.
Regardless of wich view is selected, you must determine whether you want clients to be able to create an account online or not. When customer registration is enabled, clients can register their own account by completing a form with the following minimum information: Name, Email Address, Password, and Telephone Number. If this feature is disabled, customers must call you in order to set up an account and be able to book appointments online through your portal.
online appointment booking for clients

Step 3. Save Your Changes

Don't forget to click the "Save" button at the bottom of the page to confirm your changes.
online booking for clients

If you need assistance with your setup or would like some tips, feel free to touch base.

Contact us for assistance.