Customer Confirmation Portal

After a customer books an appointment, they land on a confirmation page and receive a confirmation email. Both provide access to a self-service portal where they can review their appointment details, add the event to their calendar, and reschedule or cancel if needed.

What customers see

The confirmation portal displays the key details of the booked appointment:

• Date and time — The scheduled appointment date and time slot

• Service type — The name of the appointment type they booked

• Location — The service address they provided during booking

• Confirmation status — That the booking request was received

This gives customers a clear summary so they know exactly what to expect.

How customers access the portal

Customers reach the confirmation portal in two ways:

1. Immediately after booking — After clicking "Confirm Booking," the customer is redirected to the confirmation page automatically.

2. Via the confirmation email — The confirmation email includes a direct link back to the portal. Customers can return to it anytime.

The portal link is unique to each appointment, so it always shows the correct details.

iCal download

Customers can download an iCal file (.ics) to add the appointment to their personal calendar — Google Calendar, Apple Calendar, Outlook, or any app that supports the iCal format.

• Click the Add to Calendar button on the confirmation page.

• The .ics file downloads and, when opened, creates a calendar event with the appointment date, time, and service details.

This helps customers remember their appointment without manually entering it into their calendar.

Rescheduling

If a customer needs to change their appointment time, they can do it directly from the confirmation portal:

1. Click the Reschedule button on the confirmation page.

2. Browse the updated calendar for available time slots.

3. Select a new date and time.

4. Confirm the change.

The customer receives an updated confirmation email, and your team is notified of the change. The appointment updates on your kanban board and calendar automatically.

Note: Reschedule availability depends on your appointment type settings. If you've disabled customer-initiated rescheduling for a specific appointment type, the reschedule button won't appear.

Canceling

Customers can also cancel their appointment from the confirmation portal:

1. Click the Cancel button on the confirmation page.

2. Optionally provide a reason for cancellation.

3. Confirm the cancellation.

The appointment moves to Canceled status on your kanban board, and both the customer and your team receive a cancellation notification.

Note: Like rescheduling, the ability to cancel can be configured per appointment type. If customer-initiated cancellation is disabled, the cancel button won't appear.

What your team sees

When a customer reschedules or cancels through the confirmation portal, the changes appear in your Driive account immediately:

• Rescheduled appointments — Updated date and time on the kanban board and calendar. The appointment history tracks the original and new times.

• Canceled appointments — Moved to the Canceled column on the kanban board. The cancellation reason (if provided) is visible in the appointment details.

Your team receives notifications based on your notification settings.

What's next

• How Customers Book — See the confirmation portal in the context of the full booking journey.

• Appointments — Learn how to manage rescheduled and canceled appointments on your end.

• Notifications — Control what emails your team and customers receive.