Confirm or Decline Client Self-Schedule Appointment Request

If Self-Scheduling is turned on for your Organization, Client's with access to the Client Portal can schedule Appointments with you. When they schedule an Appointment, you will receive a notification and can confirm or decline the Appointment Request.

 

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Confirm from within My Clients Plus

The Calendar icon will display the number of Appointment Requests you have yet to respond to.

1. Click the Calendar icon the global navigation bar.
2. All Appointment Requests display.
3. Click Confirm or Decline on Appointment Requests page.
   
    
4. If you Decline, you will have the option to send a message to Client in response. Enter message and click Decline Appointment.
   

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Confirm from Email Notification

If you have turned on email notifications, you will receive an email every time someone submits an Appointment Request. Learn More:  Manage Client Portal Appointment Notifications 

1. Locate Appointment email (titled New Unconfirmed Appointment).
2. Click Manage Appointments button.
   
    
3. Click Confirm or Decline on Appointment Requests page.
   
    
4. If you Decline, you will have the option to send a message to Client in response. Enter message and click Decline Appointment.
   

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