You can enhance a client profile by adding a contact who will have the authority to schedule appointments on the client’s behalf. This feature is particularly beneficial when a family member, such as a parent, partner, or child, needs to arrange appointments for someone else. To set this up, follow the steps below.
- Go to the client's profile.
- Navigate to Profile > Contacts.
- Click + Add New Contact to add a new contact (or select an existing contact from the list).
- Fill in the contact profile details. Please use different mobile phone numbers and email addresses for the client and the contact details.
- Enable the Portal Appointments switch on the bottom-right corner.
5. Click Save.
Once done, the Contact will be able to log into their account, and book an appointment for the Client in their profile.
Important Notes
1. Sending client reminders to their contact.
You can toggle on the Appointment Reminders switch on the Contact Details page, to send reminders about all client appointments to this contact. Please refer to this details article for full instructions.
2. Billing client invoices to their contact.
You can set the client contact as their default payee, this will automatically generate invoices where the contact will be listed as the person responsible for paying for the invoices. The detailed setup process is described here.
