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Question

Is there a way to ensure new clients can't schedule with a clinician who has a full caseload?

  • May 12, 2026
  • 1 reply
  • 8 views

Is there a way to handle this better? 

 

We want the client portal to be open to current clients for scheduling, but sometimes a clinician will have availability showing because clients have canceled or have schedules that change week to week, and it shows as available for new clients. We would love to prevent new clients from being able to schedule with clinicians who are not accepting new clients while still allowing new clients to access the client portal, so that they can schedule with clinicians who are actually accpting new clients. Is there a way to design this in our permissions? 

1 reply

  • Employee
  • May 14, 2026

Hi ​@AffirmingPsych Clients can currently request appointments with any staff member who has enabled self-scheduling, regardless of whether they are a new or existing client. At this time, there isn’t a way to limit booking access to specific therapists. If a therapist has availability and has self-scheduling turned on, their time can be requested by any client.