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· New Feature

Service Booking in the Client Portal

Clients can now book services in the new Client Portal, view appointments in one place, and reschedule or cancel eligible bookings based on your settings.

S
SMBcrm Team · October 29, 2026

Service booking is now available in the new Client Portal. Clients can discover and book enabled services without separate booking links or leaving the portal.

What Changed

  • Book services directly: Clients can explore available services, choose a date and time, and complete their booking in the portal.
  • Prefilled client details: Client information fills in automatically, with single-service or multiple-service booking supported depending on your setup.
  • Manage eligible bookings: Clients can reschedule or cancel service appointments according to your calendar settings.
  • View appointments together: Meetings and service bookings appear under Appointments, organized into Upcoming and Past.
  • Choose what clients can book: Control which service booking pages are accessible through the Client Portal.

How to Enable Service Booking

1. Enable a Service Booking Page

  1. Go to Calendars → Services → Booking Pages.
  2. Open the booking page you want clients to access.
  3. Under Client Portal, enable Allow booking from client portal.
  4. Click Save changes.

2. Enable Appointments in the Client Portal

  1. Go to Memberships → Client Portal → Settings → App Permissions.
  2. Enable Appointments.
  3. Click Save.

Clients can then discover and book your enabled services directly from the new Client Portal.

Release Images

Screenshot 2026-10-13 at 6

Screenshot 2026-10-13 at 6

Screenshot 2026-10-13 at 6

Screenshot 2026-10-13 at 6

Screenshot 2026-10-13 at 6


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