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I would love for clients to be able to schedule appointments via the Client Dashboard and for that to route to the time sheet as well.
That is a great time-saving suggestion. I will go ahead and send this through to our product team.
Thank you for your submission!
This is a similar idea to what I have been thinking this tax season. If I could go into my calendar and set dates and times that I had open appointment and then clients could log into their portals and choose one of those open appointments to schedule it would save a ton of time on phone calls trying to schedule appointments.
@Mr_SALTy @Wsinbad1 We have something like that on our roadmap (scheduler). We will be releasing a "client-facing appointment scheduler" (kind of like Calendly) later this year.
Hopefully less like Calendly and more like Acuity Scheduling. In fact just use the API for Acuity and tie it in with Canopy.