Does my client need to create an account before scheduling an appointment?
No, clients are not required to set up an account. When a new client schedules an appointment with you, makes a payment, shares a document, submits a contact form, etc. they are automatically added to your clients list in Clients.
As long as the client exists in your client list, they will be able to log into their account via your client portal by clicking on My account and entering the email they initially provided.