How To Schedule Appointments

Scheduling can be conducted by any tax preparer. In order to schedule an appointment with a clients (tax payer) they must be added first under the  clients module.  The administrator and tax preparer can also set their own scheduling and allow clients (tax payers) to schedule sessions.

Here are directions 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 clients name, type, date, time and note if needed

Step 5: Click Ok when finished

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