The taxPRO Appointments Scheduler allows you to setup appointments for your customers. You may schedule for yourself, or a complete team. You may also schedule for different types of tasks like preparation, review and more.
This tutorial will mainly focus on the quick setup of a single employee.
Basics
Once you have logged in, hold your mouse over “Appointments”. This allows you to move quickly to your Calendar, appointments or Customers.
Click on “Dashboard” to get an overview of your services, employees, appointments and even payments.
But, we will focus on appointments, services and customers.
First, lets take a look at the “Calendar” tab.
(Notice:) The Scheduler is known as Amelia. Not only can you have multiple appointments scheduled based on differing criteria, you can add multiple staff members and multiple locations.
Finally, you can take deposits for appts to prevent no-shows. Send us a quick note using the support link on your taxPRO dashboard.
The 'Calendar' Tab
The ‘Calendar’ is used to get a quick overview of any upcoming Appointments. You can also add appointments from this screen. (Hold mouse over image. Click arrows to move through slides. Click image to enlarge)
Appointments Window
An alternative to the Calendar is the Appointments window. This allows you to see appointments at a quick glance. (Hold mouse over image. Click arrows to move through slides. Click image to enlarge)
'Employees' Window
The employees window allows you to edit your schedule, set days off, add break times or add new employees.
(Hold mouse over image. Click arrows to move through slides. Click image to enlarge)
'Services' Window
Services are what you provide to your customers, such as tax preparation. (Hold mouse over image. Click arrows to move through slides. Click image to enlarge)
'Locations' Tab
The locations tab allows you to add other offices (not your main office). If you have additional offices to display, please contact us at https://store.sitedart.net/ticket for further information.
'Finance' Window
The Finance Window will show you payments received, and track cash flow for appts. If you wish to accept payments for appts, please contact us at https://store.sitedart.net/ticket for further information.
NOTIFICATIONS
Notifications are what is sent to your customers, and your company notifying you of appts. These are preset, but you may review the wording if you wish to make additional edits.
