For clients A real situation
Find your visits without calling the front desk.
See where your bookings live in the client portal and how to start your next visit.
Recorded in a demo workspace. Captioned screen walkthrough, no audio.
Start in your portal
The home screen shows your next appointment and a button to book a new visit. Branding may look different for each business.
The situation
Put it into practice.
You want to check a visit or book again. Your client portal brings the visits linked to your account into one place.
What you will take away
You know how to find appointments and where to start another booking.
Before you start
Sign in to your client account with the email or phone associated with the booking. Check which business you are viewing.
Keep in mind
Rescheduling and cancellation depend on the business policy and timing. If a visit is missing, check the account used to book and contact the business rather than making a duplicate booking.
Try the decision
You cannot find an appointment you already booked. What is a useful first check?
Read the full walkthrough
1. Start in your portal
The home screen shows your next appointment and a button to book a new visit. Branding may look different for each business.
2. Open appointments
Use the calendar icon to see upcoming and previous visits. An upcoming visit shows the actions that business allows, such as Cancel or Reschedule.
3. Find your next step
Return home and choose Book a new visit. The business's booking page opens at its services. This walkthrough stops before choosing a time.
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