For your clientsBook an appointment

Book an appointment

What it is for: scheduling time with your firm without back and forth emails.

Booking an appointment with the firm from the client portal

Steps

  1. Open Appointments from the menu, or use the Book appointment button on your dashboard.
  2. Choose an available time.
  3. Confirm the booking. It then shows on your dashboard as your next appointment.

Good to know

  • Your dashboard always shows your next upcoming appointment near the top.
  • Need to change it? Message your firm and they can help.
Was this helpful?