A filing is ready. The client needs to come in and sign. You could play phone tag for three days — or book it right here. Calendar views, staff availability, recurring meetings, and Google/Outlook sync — everything your firm needs to stop chasing appointments.
Visual Calendar
Mon
16
Tue
17
Wed
18
Thu
19
Fri
20
9:00 AM
Patel Corp — T2 Review
Sarah M.
11:30 AM
Chen Family — T1 Signing
Mike R.
10:00 AM
Westside Auto — GST Consult
James K.
2:00 PM
New Client — Consultation
Requested
9:30 AM
Maple Leaf Holdings — Year-end
Sarah M.
1:00 PM
Northern Pines — Payroll Setup
Mike R.
10:00 AM
Sharma — T1 Drop-off
James K.
2:30 PM
River Valley Dental — Review
Rescheduled
9:00 AM
Peak Construction — WSIB
Mike R.
3:00 PM
Sunridge — Quarterly Check-in
Sarah M.
Today's Schedule
Staff Legend
Your entire team's schedule — color-coded, at a glance.
How It Works
Search for a client or switch to Guest mode for non-clients. Pick an appointment type — duration fills in automatically.
Select the staff member, pick a date. The system shows exactly which slots are open. Holidays blocked, buffer time respected. Office or virtual.
One click and it's on the calendar. The client gets a confirmation email. Your team sees it immediately.
Feature Deep Dive
Every feature designed to eliminate the back-and-forth of booking appointments.
Day, Week, 2-Week, and Month views. Color-coded by staff member. Visual indicators: solid = confirmed, dashed orange = requested, dashed purple = rescheduled, red = no-show.
Only shows available time slots based on working hours, existing appointments, buffer time, and holidays. No double bookings.
Monthly check-ins, quarterly reviews. Pick a pattern, set end condition, preview all dates. Skip individual dates. Edit one or all future.
Book appointments for people who aren't clients yet. Enter name, email, phone. Perfect for consultations with prospects, referral meetings, or vendor calls.
Working hours per person, per day. Time-off blocks for vacation, lunch, personal time. All-day events show as banners. Office holidays block entire days.
Connect Google Calendar and Microsoft Outlook. External events sync in. Toggle visibility on/off. Everyone's real schedule in one view.
Grab an appointment and drag it to a new time. Choose whether to notify the client. Rescheduled appointments show with a purple dashed border.
Confirmation on booking, alerts on reschedule or cancellation, configurable reminders before the appointment. Toggle each on/off.
Multi-Staff Support
Add a secondary staff member to any appointment. Choose when they join — at the start, at the end, or at a custom time. Set how long they're needed. Both blocks show on the calendar.
The main accountant who owns the appointment. Their calendar block spans the full meeting duration. Receives all notifications.
A supporting team member who joins for part of the meeting. Set their join time and duration. Their block shows on the calendar too.
Calendar views, staff availability, automated notifications, and Google/Outlook sync. Request a demo and see how it transforms your scheduling.