Client & Provider Portal: Service Modifications
While testing with a sample client, it became clear that it would be extremely beneficial to allow change requests on already booked and approved services from both sides. If a client needs to adjust to a different time slot, they should be able to submit that request directly through the Client Portal. Likewise, if the provider needs to make an adjustment or suggest a change to a booked service, the provider should be able to initiate that request through the portal as well. Approval and decline workflows should remain in place to ensure changes are properly reviewed and confirmed by both parties.
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Comments2
Lucas Steflor
Dec 19, 2025
Hey @Samantha Rooney ! I agree this would be a great flow to have in reducing back and forth. The work on this would actually overlap a bit with Cancellation Policy , so I’ll see how I can fit them both in.
Wags & Woof LLC Rooney
Dec 19, 2025
Thank you! In regards to the cancellation policy, maybe there could be an option for adjustments and modifications outside of the cancellation policy. If it affects the cancellation policy, then any adjustments or modifications cannot be changed and the client will have to abide to the cancellation policy. Maybe you can allow something like this?