How To Schedule Appointments

Any tax preparer can conduct scheduling. To schedule an appointment with a client (taxpayer), they must be added first under the client's module.  The administrator and tax preparer can also set their own scheduling and allow clients (taxpayers) to schedule 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 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

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