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Integrated Calendar

Mr_SALTyMr_SALTy Posts: 7 ✭✭

Hi there,

I would love for clients to be able to schedule appointments via the Client Dashboard and for that to route to the time sheet as well.

3
3 votes

Idea Submitted to Product Team · Last Updated

Comments

  • [Deleted User][Deleted User] Posts: 0 admin

    Good morning!

    That is a great time-saving suggestion. I will go ahead and send this through to our product team.

    Thank you for your submission!

  • Wsinbad1Wsinbad1 Posts: 1

    This is a similar idea to what I have been thinking this tax season. If I could go into my calendar and set dates and times that I had open appointment and then clients could log into their portals and choose one of those open appointments to schedule it would save a ton of time on phone calls trying to schedule appointments.

  • jeffrey.mcnealjeffrey.mcneal Posts: 174 admin

    @Mr_SALTy @Wsinbad1 We have something like that on our roadmap (scheduler). We will be releasing a "client-facing appointment scheduler" (kind of like Calendly) later this year.

  • JGTaxProJGTaxPro Posts: 15

    Hopefully less like Calendly and more like Acuity Scheduling. In fact just use the API for Acuity and tie it in with Canopy.

  • pbtaxpbtax Posts: 9 ✭✭

    We currently use Calendly and like it but would LOVE to have it all integrated into Canopy!

    Just FYI, we require a $50 deposit at time of scheduling, need to be able to customize the confirmation emails as well as any auto-reminder emails, and have text reminders. We would need all of these options to switch to Canopy scheduling.

  • JGTaxProJGTaxPro Posts: 15

    Revisiting this idea and now more than ever we need a more integrated scheduler in Canopy. I recently implemented and Zapier to tie in Acuity Scheduling and Canopy which is working quite well but now it's another "thing" I have to add and manage in my tech stack. An integrated scheduling system 'a la' Acuity Scheduling or Calendly would be a welcomed improvement.

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