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 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