Work Settings

Appointments in Client Hub


With our "Appointments in Client Hub" feature, the next time your customers are in Client Hub they will be able to see a list of their most recent past and future appointments!

List of Appointments

For scheduled assessments or visits, your clients will be able to see who's coming and when. For any upcoming or past appointments, they'll see the date, time, address, as well as the first name and photo of any team members assigned to the work. If the assigned team member doesn't have a photo, we will just show their initials. 

Your clients will feel comfortable knowing the details and you'll look professional, without any extra work—they'll see the date, time, and address of their past and upcoming appointments, as well as which employees will be providing the service.

You can also choose to either show the specific time or just the date, and this can be toggled in your settings. 

Here is an example of what your customers will see in Client Hub when they look at their list of appointments:






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