Add a public scheduling URL under Advisor Settings → Advisor → Calendar link so the client portal can offer a direct scheduling action. Kerdora opens the destination; the scheduling service handles the booking.
Add the calendar link
Select your profile menu in the top-right corner.
Select Advisor Settings.
Under Advisor, find Calendar link.
Paste the complete public scheduling URL, including
https://.Wait briefly for the setting to autosave.
Reload Settings and confirm the URL persisted.
Preview a client portal and select the scheduling action to test the destination.
There is no separate Save button. Advisor settings save after a short delay.
What link should I use?
Use a link that a client can open without access to your private scheduling account. It can point to your general booking page or a specific meeting type, depending on the experience you want every client to receive.
Kerdora does not create appointment types, calculate availability, or manage calendar invitations. Make those changes in your scheduling service.
Troubleshooting
The scheduling action is missing
Confirm Calendar link is not empty, reload the portal, and verify you are previewing the intended practice and client.
The link opens the wrong page
Return to Advisor Settings and replace the URL. Test the new URL in a private browser window before relying on it.
The scheduling service asks the client to sign in
The saved URL may not be a public booking link. Copy the public client-facing URL from the scheduling service and replace the value in Kerdora.
If the saved Kerdora value is correct but the portal action still fails, contact Kerdora Support through the in-app chat and include the browser, client file, and exact result. Do not send private calendar credentials.