You are able to configure access per service, or per supplier. Each method has been listed below.


Configure Services for a Diary:

1. Go to Setup >>> Client Portal

2. Go to 'Available Services'

3. Select the diary from the filter and then work through the services list and tick which services the diary provides

4. Click "Save"


Configure Services for each Service:

1. Go to Setup >> Services

2. For the service that you would like to configure click "Some Diaries"

3. Select which diaries can supply this service in the client portal