Booking pages, calendar sync and reminders that cut no-shows
Let clients book consultations, reviews and appointments online, synced with your team’s calendars, with confirmations and reminders sent automatically.
$57.60 per user / year
What Scheduling does
Booking pages
Branded pages for each meeting type and team member.
Calendar sync
Works with Google and Microsoft calendars.
Reminders
Email and text reminders before every appointment.
Availability rules
Buffers, busy-season hours and daily limits.
Office or online
Choose a location or video link per meeting type.
Show-rate reports
Booked, held and no-show numbers by week.
Where firms get value first
- Fill tax-season appointment slots
- Book annual policy and portfolio reviews
- Reduce back-and-forth emails
Questions about Scheduling
When will Scheduling be available?
Scheduling is planned after our first modules. Join the waitlist to be told when it opens and to help shape it.
How much does it cost?
$57.60 per user per year ($4.80 per user per month, billed yearly). The minimum for any firm is $470.40 per year across all modules.
Is there a free trial?
No free plan or trial. Clients of our growth services can choose one module, such as this one, free for 6 months.
Does it work with other modules?
Yes. Every module shares the same client records, so adding more modules later needs no setup or data moves.