Let members book their own appointments

Portal booking lets members book their own appointments online, instead of calling or emailing. You turn it on for the workspace, then choose which types are open to it.

Turn on portal booking

1. On Settings, under General, switch on Portal booking enabled.

   This allows members to self-book from the portal. Nothing opens until you also mark types bookable.

2. Save. You'll see Settings saved.

Open individual types

1. On Setup, open the Types tab and edit a type.

2. Switch on Bookable from member portal so members can self-book it.

3. Optionally switch on Auto-confirm portal bookings to skip staff review.

   With it off, a member's booking lands as pending for someone to confirm. With it on, it's confirmed straight away.

Decide what needs review

Leave Auto-confirm portal bookings off for anything you want eyes on first — those appear as Pending in the List and on the calendar until a staff member confirms them.