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This guide applies to:

  • Basic Edition
  • Plus Edition
  • Pro Edition
  • Business Edition


Project Panorama is a visual project management platform built for WordPress. With this plugin, you’re able to provide your clients with a beautifully branded project portal so that they can keep track of your custom task lists, share documents, and open discussions around the work you’re doing.

SSA will help clients book appointments to discuss the project within the Panorama portal!

What You Need First

  1. Any paid version of Project Panorama
  2. Any edition of Simply Schedule Appointments, paid or free!

Go ahead and get your first Appointment Type setup within SSA using the Setup Wizard. Feel free to visit our Getting Started guide to learn more about how we set up the booking calendars.

Download Simply Schedule Appointments

You can also easily download the SSA plugin through Project > Add-ons. Simply Schedule Appointments is in the list of plugins; find it and choose Download Now.

Simply Schedule Appointments listed out in the Project Panorama Add-ons page
Simply Schedule Appointments listed on the Project Panorama Add-ons page.

Project Panorama + SSA Demo Page

We’ve created a demo page for a web design agency that uses Project Panorama to keep their clients in the loop as they create their new website.

They utilize SSA to let clients book time slots for special milestones.

Scheduling an appointment with Project Panorama

Enabling the SSA + Project Panorama Integration

To allow clients to book appointments with you from the project portal, you’ll need to enable the Simply Schedule Appointments add-on in the Panorama settings.

From the WordPress dashboard, go to Projects > Settings > Add-ons > turn on Allow Appointment Scheduling.

Projects within the Wordpress admin displaying SSA addons settings.
Turning on the Appointment Scheduling Settings in the Add-ons tab.

After turning on the Appointment Scheduling setting, your clients will see a Schedule Appointment option at the top-right corner of the Project Panorama portal.

Schedule appointment within the Panaroma Projects.
Schedule Appointment button in the Project Panorama portal.

Schedule Appointment Button

The Schedule Appointment button will open up a lightbox that lists all of the Appointment Types you created in the SSA back-end.

The Appointment Type List in SSA and the Project Panorama Portal

Managing Appointments as the Admin

Admins can see their client’s appointments by going to WordPress Dashboard > Appointments.

Learn more about Managing Appointments in our Help Center.

Upcoming Appointments viewed by admin

Simply Schedule Appointments and Resources

After the basic configuration of this Project Panorama integration, there are a lot of features that you can dive into.

SSA offers:

For a complete overview of our features, visit our Business Edition guide.

Project Panorama Setup and Resources

If you need help setting up Project Panorama projects, here are some helpful links:

Still stuck?

File a support ticket with our five-star support team to get more help.

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