Create appointment type

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 and create an appointment type.

Here are directions how to create an appointment type:

Step 1: Click on the  Appointments module

Step 2: Click on the Appointments type tab

Step 3: Click on the New Appointments type button

Step 4: Enter the clients name, description, color, duration, time availability, etc.

Step 5: Click save when finished

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