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. To get started, navigate to your Settings in Canopy.
What's in this Article
- Add Third Party Links and Schedulers to the Client Portal
- Roles: Admin
- Permissions: Custom Branding
- Licenses: CRM
1. Click on Custom Branding in the left-side column.
2. Locate the Custom Links section.
You will see Three (3) custom link options: Company Website, Appointment Scheduler, and Custom Link.
3. Toggle each link you wish to show on the Client Portal to Green.
Links that are toggled to Grey will not appear on the client portal.
4. Input the link into the appropriate link box.
If you are inputting a link for the Custom Link section, be sure to also input a Link label.
5. Scroll to the bottom of the page and click Save changes.