To view Bookings as a client or to view a Client Portal

  1. From your dashboard, select the Bookings icon.

  2. Click on the Ellipsis (3 dots) on the selected booking.

  3. Click View in Client Portal.

  4. The Client Portal will open in a separate tab.


Note - If you do not have View in Client Portal as an option, please see How to add an "Action" button.

Please watch the video below for additional reference.