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Add Third-Party Links & Schedulers to the Client Portal
Add Third-Party Links & Schedulers to the Client Portal
Updated over a week ago

What's in this Article

You can add third-party links to the client portal to help connect your clients to appointment schedulers, your company's website, or any other relevant site.

Add Third-Party Links & Schedulers to the Client Portal

1. Navigate to your Settings in Canopy and click on Custom Branding in the left-side column.

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You will see Three (3) custom link options: Company Website, Appointment Scheduler, and Custom Link.

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Links that are toggled to Grey will not appear on the client portal.

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If you are inputting a link for the Custom Link section, be sure to also add a Link label.

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5. Scroll to the bottom of the page and click Save changes.

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