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Request Appointment/Meeting in Client Portal

Ariel
Ariel Posts: 11 ✭✭

Give client the ability to use the client portal to schedule a meeting with his accountant (assigned member). Since it syncs with Outlook already, we should be able to manage the availability from there. This way clients have a practical reason to use the client portal, AND we can limit the amount of labor in scheduling appointments and focus on the actual work!

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