Appointment Scheduling

Appointment Scheduling For Tax Pros

Let clients choose a service, provider, date, and time in English or Spanish while your office controls availability, booking rules, reminders, and the calendar behind every opening.

See Pricing Book a Demo

A booking flow clients can finish without calling

Your public booking page follows the choices and availability configured by the office.

  1. Choose a serviceClients see active event types with the localized name, description, duration, and visible price when one is present.
  2. Choose a providerWhen multiple team members are assigned, the client selects who they want to meet. A single provider can be selected automatically.
  3. Choose an available timeThe page shows dates and time slots based on the event, provider availability, lead-time rules, and existing calendar commitments.
  4. Submit booking detailsThe client enters their name, email or phone, notes, and any required booking fields configured for that service.
  5. Receive confirmationThe completed booking shows the appointment details and can send confirmation to the contact information provided.

Publish the right link for the conversation

Use the office-wide page when clients should choose from all active services, or send a direct event link when the appointment type is already known.

Office booking page

Copy or preview the public page that lists the active services your office offers.

Event-specific links

Copy a direct link for an active event so the client starts with that service already selected.

English, Spanish, and embed

Copy English or Spanish versions of the booking URL, or copy the provided embed code for a website.

Configure each appointment type

Events define what the client is booking and which team members can provide it.

Service details

  • Set English and Spanish names and descriptions
  • Translate missing Spanish event copy from the form
  • Set appointment duration
  • Choose how often start times appear
  • Activate, deactivate, duplicate, reorder, or delete events

People and intake

  • Assign eligible team members to an event
  • Choose event-specific booking fields
  • Create text, number, currency, date, yes/no, or dropdown booking fields
  • Make selected fields required
  • Create a Zoom meeting for the event when Zoom is connected and enabled

Control availability by team member

Each bookable person can have their own weekly schedule and booking restrictions.

Weekly hours

Enable the working days, add one or more time ranges per day, and copy a day's schedule to other days.

Booking restrictions

Allow or block same-day bookings and require up to 24 hours of minimum lead time.

Calendar conflicts

Connected Google and Outlook calendars contribute existing commitments so occupied times are not offered as open slots.

Team scheduling, booking fields, Zoom, calendar connections, and advanced availability controls depend on the office plan, permissions, and configured integrations.

Run the day from the internal calendar

Your team can manage Conecta bookings alongside connected calendar events without losing the client record.

Calendar views

  • Switch between day, week, and month views
  • Filter by team member, booking status, or event source
  • Show Conecta, Google, and Outlook events
  • Show availability on the calendar
  • Switch between office and viewer timezones when permitted

Appointment controls

  • Create appointments from the calendar
  • Open a quick view or full edit form
  • Drag or resize internal appointments
  • Change status or assigned team member
  • Delete an appointment
  • See when a booking falls outside availability

Client follow-up

  • Open the linked contact in Inbox
  • Start an email, SMS, or WhatsApp message from the appointment
  • Keep client and internal notes with the booking
  • Open or retry a connected Zoom meeting when available

Choose when booking reminders go out

Enable appointment reminders, select email, SMS, or both, and choose one or more times from three days before to five minutes before the appointment.

Client PortalLet signed-in clients review and manage appointments alongside their other records.
InboxContinue the client conversation from the appointment record.
IntegrationsConnect Google Calendar, Outlook Calendar, and Zoom where supported.

Make booking easier for clients and clearer for your team

Bring bilingual booking links, team availability, reminders, connected calendars, and client follow-up into Conecta.

See Pricing Book a Demo