Every client gets a personal portal link — one page where they see upcoming meetings, reschedule or cancel, download shared files, check package credits, and revisit meeting recaps.
Every client has a personal portal link — no password, no account to create. It's included in their booking confirmation emails, and reminder emails can carry it via the {{portal_link}} variable. You can also copy any client's link yourself from Dashboard → Portal links and send it directly.
The link identifies the client, but it isn't the whole key: the first time they open the portal (and before sensitive actions like rescheduling or cancelling), they confirm a one-time code emailed to their address. So a forwarded or leaked link doesn't expose their details on its own. If a link ends up somewhere it shouldn't, email support@yourdayschedule.com and we'll rotate it.
The portal is one page with five tabs:
Clients handle their own changes from the Upcoming tab — rescheduling reopens your live booking calendar with current availability, cancelling frees the slot (and notifies your waitlist, if that meeting type has one).
If you've set cancellation or reschedule cutoffs on a meeting type, the buttons grey out inside the window with an explanation of your policy — see Waitlists & cancellation rules.
Blocking a client (Dashboard → Clients → Block) closes their portal as well as stopping new bookings. It takes effect immediately — even if they already had the portal open, their next action fails with a note asking them to contact you, and they can't request a new sign-in code. Unblock to restore access.
Still stuck? Email support@yourdayschedule.com — we answer quickly.
