How to schedule appointment
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