How do I let contacts book their own appointments (self-scheduling)?
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Self-scheduling lets a contact request or book appointments from their portal. Contacts must have a Portal Login to self-schedule.
- An admin configures appointment types and scheduling rules under Organization › Appointments.
- Each staff member sets the hours they're bookable under Settings › Self-Schedule & Sync.
- Contacts then see a Schedule Appointment button in the portal, pick an available slot (shown in their time zone), and book.
Depending on your settings, a booking is either confirmed automatically or sent to the staff member to Approve or Decline.