Can multiple staff share the same calendar?

Each staff member has their own availability that clients can choose between.

Are appointments visible to clients?

Yes. Clients see their upcoming appointments in their portal.

Feature · Appointments

Share booking links with clients, define availability per staff member and confirm appointments without back-and-forth email.

Each staff member controls their own availability.

Clients pick a time without back-and-forth email.

Automated confirmation and reminders for both sides.

Each appointment is attached to the client record.

Book the year-end review with each client.

Paid advisory time bookable via the portal.

Discovery call before opening a new engagement.

FAQ

External calendar sync is on the roadmap.

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