Portal Verification and Booking Times
The client portal uses an emailed verification code to protect shared client information. Clients can also book available meetings without creating a clientfam password.
Verifying Portal Access
- Open the portal link sent by the service provider.
- Request the six digit code and open the message sent to the email address connected to the client.
- Enter the code and confirm it to open the portal.
On supported phones, the code may appear as an autofill suggestion above the keyboard. Review the digits before confirming.
If the Code Does Not Work
Use the newest code you received and enter it exactly as shown. If it has expired, request another code after the resend option becomes available. Do not share a verification code with anyone.
Understanding Booking Dates and Times
Availability is stored consistently while appointment times are shown in the time zone reported by the client device.
- Choose a date in the device time zone shown beside the field. Available slots, your selection and existing bookings use that same time zone.
- Available time slots show the detected device time zone next to the time selection.
- Review the booking summary and its time zone before confirming the meeting.
Manage an Upcoming Booking
Open Book a Meeting in the client portal. Under Your Upcoming Bookings, choose Edit to change the date, time, subject, or notes, or choose Cancel to cancel the booking. Only confirmed upcoming bookings for that client and service provider can be changed.
If a time looks unexpected, check the device time zone and review the summary before confirming.