How to use the Customer Portal for appointment management {[56](https://app.asana.com/1/204358902455423/project/407742739611467/task/1203052621274301)}
How to use the Customer Portal for appointment management {[56](https://app.asana.com/1/204358902455423/project/407742739611467/task/1203052621274301)}
Use the Customer Portal for Appointment Management
The Customer Portal in Cadence provides a dedicated space where customers can view their upcoming appointments, access meeting details, and respond to invitations. Through the Appointments Menu › Settings section, you can enable and configure this feature to streamline communication with attendees while giving them self-service access to their meeting information.
When to use
When providing customers with easy access to their appointment details
When you want to reduce email communications about appointment logistics
When offering customers a way to view all their scheduled meetings in one place
When enabling customers to respond to appointment invitations directly
Before you start
You must have System Administrator or Event Manager permissions to enable the Customer Portal. The feature must be enabled at the event level in Appointments Settings.
How to do it
Navigate to the Admin dashboard for your event.
Select "Appointments" from the left sidebar menu.
Click on "Settings" from the submenu.
Scroll down to the "Customer Portal" section.
Toggle on the "Enable Customer Portal" option.
When enabled, customers will be able to access their appointments, respond to invites, and view meeting details through a dedicated portal.
Copy the generated Customer Portal URL that appears below the setting.
This URL can be shared with customers via email or other communication channels to provide direct access to the portal.
Navigate to the Appointments section on the web platform.
Create or edit an appointment with customer attendees.
Toggle on "Send Emails" to ensure customers receive portal information.
If email notifications are disabled, customers won't automatically receive the portal link.
Save the appointment to apply your changes.
Verify the Customer Portal is working by accessing the URL from a different browser or incognito window.
Troubleshooting
If customers report they cannot access the portal:
Confirm the Customer Portal is enabled in your event settings
Verify the customer's email address matches the one used in their appointment invitation
Check that the customer has at least one active appointment in the system
Related links
How to add multiple customers to a single appointment
How to use multi-customer voting for appointment scheduling
How to optimize appointment scheduling for better customer engagement