Articles on: Getting Started

Sharing Your Meeting Booking Link

If you use meeting booking services like Calendly you can share your personalised meeting booking link with clients through the client portal so that your clients can book meetings into your diary automatically.

To do this, please go edit the employee that you would like to add a meeting booking link to. From the actions button please select "Update basic details"

You'll be presented with a form where you can update the employee's name, but you'll have a field for meeting booking link, like below:

Pop the meeting booking link into that field and hit save.

Now, in the client portal your clients will have a new link to book a meeting. It will be shown like this:

Updated on: 07/11/2023

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