Business Tools

• Manage customer appointments

  Learn how to find and manage customer appointments in Portfoliobox. View appointment details, filter results, and receive automatic reminder emails.

  Learn    Business Tools    Appointment Services  |  Created on: June 13, 2024

• Add an Appointment Service to your website

  Learn how to set up an appointment booking page on your Portfoliobox portfolio website, display selected services, and create single-service or single-personnel

  Learn    Business Tools    Appointment Services  |  Created on: November 7, 2023

• Connect and disconnect staff from an Appointment Service

  Learn how to connect or disconnect staff from your appointment services so clients can book the right person on your Portfoliobox portfolio website.

  Learn    Business Tools    Appointment Services  |  Created on: September 27, 2023

• Add personnel to an Appointment Service

  Learn how to add staff, set schedules, and assign personnel to appointment services on your Portfoliobox portfolio website.

  Learn    Business Tools    Appointment Services  |  Created on: September 27, 2023

• Create an Appointment Service

  Learn how to set up appointment services on your Portfoliobox portfolio website so clients can book personalised time slots directly through your calendar.

  Learn    Business Tools    Appointment Services  |  Created on: September 27, 2023

• Booking Services vs. Appointment Services

  Learn how booking and appointment services work in Portfoliobox, and how to add them to your portfolio website.

  Learn    Business Tools    Appointment Services  |  Created on: September 12, 2023