Appointment Request

TaxDivaTaxDiva Posts: 27 ✭✭

When a client request an appointment through email can the calendar pop up with the date they are requesting?

Comments

  • rob.holcombe@canopytax.com[email protected] Posts: 97 admin

    Hello,

    When an email is synced within Canopy, any appointments that show in the synced email calendar will show within Canopy.

    Many of our customers use either a gmail or outlook calendar. When clients request an appointment through those calendars and an appointment is set, then that appointment will show in the Canopy calendar as well.

  • TaxDivaTaxDiva Posts: 27 ✭✭

    Great!

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