Client self scheduling

Hi ​@brendakelleher, typically when a client is scheduling in the portal, they have to follow certain steps in order so that things populate for them correctly. The steps are:

1. Client has to log in to their Client Portal and click Appointments in the top navigation.
2. Click New Appointment button.
   
    
3. The appointment pop-up window opens. Select the following:
   • Provider - who you would like to schedule an appointment with
   • Location - the location of the appointment
   • Forum - select in-person or telehealth if this setting is enabled

     NOTE: Depending on how your provider has availability set up, you may see a Select Forum field when requesting an appointment. You will need to specify whether you want to request a Telehealth or In-person appointment. 
      

     

   • Service - based on the selected provider, select the service for the appointment 
   • Availability - see available times based on the selected provider's schedule.
     Double-click and drag in any available space on the calendar to select the date & time for the appointment.

     NOTE: Unavailable times are greyed out on the calendar.

      

4. Click Save.
5. Click Submit New Appointment.
6. Click View My Appointments to confirm the booking.

IMPORTANT: 

The services that appear for clients to choose from are determined by the staff member’s settings. Staff must configure which service types are available under:
Profile > Client Portal Settings > Service Types Available for Scheduling