Many of our clients find it more convenient than calling and having a conversation. The client can cancel, change their mind, change to a different date and time or simply stop and come back to it later if they need to.
Online Appointment Scheduler
In addition to the many benefits to the client, the secure online appointment scheduler has benefits for my firm. It removes a very large amount of time consuming workload from my front-office staff. It reduces conflicts by eliminating the possibility of double or over booking due to human error.
Our system sends an email confirmation with the date and time of the appointment and provides a link for the client to cancel or reschedule should something come up. It also sends a text message and email reminder the day before the appointment.
Now, when a popular news story about taxes is aired on TV and lots of people have the same idea, “hey, I should schedule my tax appointment.” It doesn’t matter if 50 or 100 clients are scheduling at the same time. It also doesn’t matter if it’s during the 10 o’clock news at night!
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