Overview
The Calendar feature for the Customer Portal allows users to schedule client appointments and post appointment availability directly within Clarity Human Services. Appointment details and notifications are then made available to the client through their portal account.
Users with customer portal access can manage all participant appointments in one centralized location so that clients always have access to appointment details.
How to Post Available Appointment Slots
To access the Customer Portal calendar, users will click on CALENDAR in the launchpad, and then click on Customer Portal Calendar in the Calendar options on the right sidebar.
To add a new slot:
- Click ADD NEW SLOT under the displayed calendar.
- Choose the Frequency for how often you want this appointment slot to repeat
- Choose the Start From date and time when you want the first appointment slot to occur
- Choose either an End On date when you want the series to end, or specify the Count of appointment slots you want to schedule
Note: Only one of these options can be used, so entering in either an End On date or Count will cause the other field to disappear
- (Optional) If you want to further specify the frequency that the appointment slot repeats (e.g., every 2 weeks, or every 3 days) adjust the Interval to set a custom repeat pattern
- Review the Output and Dates preview
- Choose a Duration for how long to meet
- Click ADD.
After adding appointment slots, clients with portal accounts will be able to see availability for members of their Care Team and directly schedule appointments.
When a client schedules a new appointment or cancels a previously scheduled appointment, users will be notified in their Staff Inbox.
How to Remove Available Appointment Slots
Using the Customer Portal Calendar, users will take the following steps to remove available slots:
- Click on MANAGE SLOTS
- Choose the Rule (series of appointments) in the dropdown list on the MANAGE AVAILABILITY RULES pop-up
- Click REMOVE SELECTED.
How to Schedule Appointments
Schedule new appointments with clients using the Schedule Appointments icon on the client’s PROFILE:
- Click on the icon
- To schedule an appointment to fill an existing appointment slot, click CUSTOMER PORTAL APPOINTMENT
- The ADD PORTAL APPOINTMENT pop-up will appear; complete the fields and click SAVE.
Notes:
- If you don’t want to schedule an appointment to fill an existing appointment slot, click GENERAL APPOINTMENT.
- The Start date/time and End date/time must correspond to an available appointment slot or a an error message will appear and you will be unable to save.
How to Delete Appointment Slots
To locate an existing appointment, users will click on CALENDAR in the launchpad, and then click on Customer Portal Calendar in the Calendar options on the right sidebar.
Select the appointment and a PORTAL APPOINTMENT pop-up appears. Click DELETE.
Adjustments to the appointment time or date cannot be made once the appointment is set. If adjustments are required, delete the original appointment and schedule a new appointment with the new appointment details.
General information for Clarity’s Calendar features can be found here and information on how to link the Clarity Calendar to your personal calendar can be found here.
Client Experience
Clients can view a listing of all appointments scheduled by their Care Team in the Calendar screen of their Portal account. Clients can also schedule appointments or cancel appointments with care team members. When a client schedules a new appointment or cancels a previously scheduled appointment, users will be notified in their Staff Inbox.
Published: 06/25/2025