Service Booking Just Got Easier: Clients Can Now Book and Manage Services in SalesEdge.io Portal

We’re excited to announce a major upgrade: your clients can now easily discover, book, reschedule, and manage service appointments—all directly within the SalesEdge.io Client Portal! No more switching between platforms or juggling multiple booking links. Everything your clients need is now in one convenient place.

What’s New?

• Direct Booking from the Client Portal: Clients can browse and select services, choose their preferred date and time, and confirm their booking right from their portal—no extra steps required.
• Seamless Experience: Client details are filled in automatically for a faster process, and depending on your settings, clients can book one or multiple services at once.
• Effortless Rescheduling and Cancellations: Clients can easily reschedule or cancel appointments based on your calendar rules.
• All Appointments in One Place: Both meetings and service bookings now appear together under “Appointments,” clearly organized into Upcoming and Past.
• Flexible Service Controls: You decide which service pages are visible and bookable through the Client Portal, giving you complete control over your offerings.

Why This Matters for Your Business

Until now, clients often had to hunt down separate booking links or navigate different tools just to schedule services. With this new update, the SalesEdge.io Client Portal becomes your central hub where clients can engage with you, view their appointments, and manage their bookings—making their experience easier and more enjoyable.

Key Benefits for You and Your Clients

• Simplified Scheduling: Let clients find and book your services without ever leaving the portal.
• Less Back-and-Forth: Say goodbye to sending individual booking links and managing manual requests.
• A Better Client Experience: All appointments (past and upcoming) are clearly organized in one spot.
• Full Control: Easily choose which services you want clients to see and book.

How to Get Started

Step 1: Enable Service Booking

1. Go to Calendars → Services → Booking Pages in your SalesEdge.io dashboard.
2. Select the booking page you’d like to enable.
3. Under Client Portal, switch on the option for Allow booking from client portal.
4. Click Save changes.

Step 2: Enable Appointments in the Client Portal

1. Navigate to Memberships → Client Portal → Settings → App Permissions.
2. Turn on Appointments.
3. Click Save.

That’s it! From now on, your clients can discover and book your services straight from their portal.

Note: This feature is available in the latest version of the SalesEdge.io Client Portal.

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For existing SalesEdge.io users: This update is already live in your account.

Not using SalesEdge.io yet? Book a demo today to discover how it can simplify and automate your business.