When scheduling new client appointments, you can control the appointments clients can view in the Schedule menu of the Client Portal. Client appointment visibility must be defined when creating a brand new appointment through the “Visible to Client” toggle. When Visible to Client is enabled, the client will always see the appointment in their schedule, and all future appointments in the recurring series.
If enabled, client visibility cannot be hidden after the appointment is created, and the appointment and all recurring series will be shown in the Client Portal. If the toggle is disabled when the appointment is created, the appointment will be hidden from the client schedule in the Client Portal, and users can enable view for each individual appointment one by one, or in bulk, at a later time.
To disable the Visible to Client toggle:
- Navigate to the Scheduling module and select Settings.
- Click Additional Settings.
- Click the Allow Hiding Appointments from Clients drop-down and select No.
- Click Update.
Click here to learn how to create an appointment.
Click here to learn how to unhide an appointment from the Client Portal.