How To Schedule Appointments

Any tax preparer has the ability to manage scheduling. To arrange an appointment with a client (taxpayer), they must first be added to the client's module. Both the administrator and tax preparer can also establish their own scheduling preferences and enable clients (taxpayers) to book sessions.

Here are directions on how to schedule:

Step 1: Click on the Appointments module.

Step 2: Click on the Schedule Appointment button.

Step 3: A pop-up box will open.

Step 4: Enter the client's Name, Meeting Type, Date, Time, and Notes if needed.

Step 5: Click Save when finished.

Important: Please make sure that you create an appointment type before attempting to schedule.