Client Portal booking: restrict calendars by contact tag, plan, or custom field
P
Paul Okelo
Today, enabling "Client Portal booking" on a calendar lets every client with portal access book it.
Membership businesses need eligibility rules:
- Show a calendar only to contacts with a given tag (e.g. a membership tier) or an active subscription.
- Block booking when a condition fails (e.g. waiver not signed, payment past due), with a message to the client explaining why.
- Optional per-contact weekly/monthly booking limits.
- Always apply the calendar's cancellation and reschedule policy to portal bookings.
Without this we can't turn on portal booking for member calendars, because it would bypass our membership rules.
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