If you have a recommendation for Canopy, please create that discussion in the Ideation category. We will be able to give better feedback with status changes and comments regarding the decisions made. It will also allow individuals to actually "upvote" the ideas they like.

Request Appointment/Meeting in Client Portal

ArielAriel Posts: 11

Give client the ability to use the client portal to schedule a meeting with his accountant (assigned member). Since it syncs with Outlook already, we should be able to manage the availability from there. This way clients have a practical reason to use the client portal, AND we can limit the amount of labor in scheduling appointments and focus on the actual work!

0 votes

· Last Updated


  • RyanNWTARyanNWTA Posts: 2

    Agreed. Possibly add the app/service Calendly directly into the portal via requests field. We definitely need to have an ability for clients to request a meeting via the portal. Even better if we can provide them with some pre-set options for appointments (types of meetings and length). Best would be if we could indicate the fee and have them pre-enter info to pay for the meeting that is being requested using Canopy payments.

  • GinaTallmanGinaTallman Posts: 28 ✭✭

    Agree. Would love a Calendly integration!

Sign In or Register to comment.