Setup the Appointments Calendar

Quick Start: Appts. Calendar

The taxPRO Appts. Calendar allows you to setup appointments for your customers. You may schedule for yourself, or a complete team. You may also schedule for different types of tasks like preparation, review and more.

This tutorial will mainly focus on the quick setup of a single employee.

Basics

Once you have logged in, click on “Appointments”- This will take you to main Dashboard for Appts.

This area will allow you to “Create an Appt” or view your appts. Let’s move to the “Services” tab.

(Notice:) The calendar is known as Booking Calendar Pro. Not only can you have multiple appts scheduled based on your criteria, you can add multiple staff members, and even multiple locations.

Finally, you can take deposits for appts to prevent no-shows. Send us a quick note using your contact form in your taxPRO dashboard to hear more about this feature.

The 'Services' Tab

Services contains one default service. You may add more services using the “+”
For now lets edit the one service. Click on the pencil icon to continue…

Adjust for your schedule

From here you can adjust the length of time for an appt. Adjust time before or after the appt.
You can even add a price, though this is disabled by default.

VERY IMPORTANT:

You must edit your staff entry. If you do not, the schedule will not match you schedule. As well, appts may not go through. Note that you can add more staff entries. For now, lets edit the main areas of your staff listing.

Edit your Services

Services will need to be edited if you have added additional services. Otherwise, you may move on.

IMPORTANT: SCHEDULE

Set your schedule here. These are the hours that will be allowed to be selected on the calendar. If this is not done, the defaults will be used.

TIME OFF AND VARIATIONS

The rest of the staff listing is for scheduling various break schedules, vacation time or to add a quick schedule change like a Doctors Appt., etc.

COMPANY DATA

Go to Settings, Update Company Information

NOTIFICATIONS

Then go to notifications to update company info. Once this is complete, you will be ready to start accepting appts.

Google Calendar - Appointments Integration

The basics to help guide you through the integration with Google Calendar and your TaxPro Appointments.

1 – Go to the Google Developers Console. (external link)

2 – Select a project, or create a new one.

3 – Click in the upper left part to see a sliding sidebar. Next, click API Manager. In the list of APIs look for Calendar API and make sure it is enabled.

4 – Click on OAuth consent screen Tab.

5 – Click on the Credentials Tab.

6 – Set the Application information & Create your Project.

7 – Click on Credentials.
At this point, your Project has been created and it will be listed in the Credentials tab. Just click on it and you will be able to see the Client ID and Client Secret.

8 – Client ID and Client Secret.
You will need to use the above information to start using APPOINTMENTS with Google Calendar.

9 – Go back to your site, Appointments. Go to Settings then Google Calendar.

10 – Next, go to Staff – Select Staff Member.

You will see the following screen right after you click on the Connect Me button..

If everything goes right on the authorization you should see your calendars as displayed below:

IMPORTANT: If you don’t see your calendars it means that your hosting is not allowing APPOINTMENTS to connect to your Google API.

Please note: If you don’t set a calendar, the primary calendar will be used as default and you will see your appointments in your main calendar.

Allowing Staff Members To connect Their Google Calendars.

If you want to let your staff members to connect to Google Calendar you have to add an additional redirect URI.

Please make sure that the second Authorized URI matches the user’s account URL in your website. This point is very important, otherwise the authorization will fail.

The end of APPT. CALENDARS

This ends the basics of appointment calendar setup and use.

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