Tax season is already well under way. For many CPAs that means little sleep until the end of April. With long hours up ahead and frequent weekends at the office, it’s important to get organized and reduce administrative tasks like scheduling which eat into your day.
Utilizing the web is a smarter way to go about scheduling for accountants. In this post, we’ll show you how to use an online calendar software to automate important tasks during this hectic period. You’ll be happy you took a few minutes off your busy schedule to read this article. It will save you countless hours this tax season, we promise! Continue reading
Each year, an estimated 10% to 25% of Canadians will suffer from the flu. Pacific Blue Cross has launched an onsite Flu Clinic Program to make sure that their clients’ members are not part of that statistic. Continue reading
Last year we launched a new waiting list feature designed to help you retain clients during busy periods. Clients who are unable to find a time slot that’s convenient for them are added to the waiting list. When cancellations occur, you can refer back to the list and quickly fill those empty time slots. It’s a win-win: Clients get the time slot they are looking for, and you keep your schedule full.
Successful businesses know that long term success depends on the ability to foster long lasting client relationships. You probably know your regular clients by name, but how to keep track of those clients that haven’t translated into repeat business or haven’t visited you in a while?
We are excited to release the beautified mobile version of our scheduling application. Pull out your smartphones and check it out! Continue reading
You may have clients that are members of the same family and share the same email address. Or perhaps a parent needs to book and manage appointments for their minor children. Here’s how to do it! Continue reading
CalendarSpots understands the important role your brand plays in your business. We already allow you to customize the appointment booking portal – but now it’s possible to do even more. Just follow these simple steps to add a background image for even more color and pizazz! Continue reading
An infographic I saw on Mashable by @BobAlGreene got me thinking about email. Work email, personal email, junk email… we sure do get a lot of email. More specifically we collectively receive 144.8 Billion emails every single day. How to make sense of it all? Continue reading
Did you know you can sync your appointments with other calendar applications? This is useful as a way to back-up appointments or simply to conveniently access the details of your schedule from different devices.
A repeating appointment is essentially a series of appointments that reoccur at a pre-established frequency. For example, after an injury, your doctor may request that you have an appointment every week for a 3 month period with the physiotherapist.