Customer panel and appointment access

Help customers find and manage their appointments through the access route for your workspace.

Included tools

Customer Panel, Customer Panel Pages and Customer Appointment Cancellation are included in Free. Rescheduling is included in paid plans.

Prepare the access route

1. Use the actual customer access link provided for your workspace.
2. Complete a test booking with your test customer.
3. Open the customer panel and confirm that the expected appointment appears.
4. Check the available cancellation and, where included, rescheduling actions.

Keep access instructions clear

Give customers the correct route for their appointments. The marketing website’s Log in button is not a substitute for a configured customer portal address.

When an appointment is missing

Confirm the customer identity and booking details in the workspace. Do not share another customer’s information to troubleshoot access. Ask support if the correct record still cannot be accessed.

See appointment changes.