Appointment Management

Streamline your calendar for
a smoother client experience

Say goodbye to scheduling headaches! TAAX APP offers a powerful
appointment management system designed to simplify booking and
boost client satisfaction.

Replaces:

NEVER MISS AN APPOINTMENT AGAIN

Effortless Scheduling for a Seamless Client Experience

Simplify the entire appointment process, ensuring efficiency for your business and a smooth, professional experience for your clients. Spend less time managing calendars and more time serving your customers.

Intuitive Online Booking: Empower your clients with the convenience of self-service. Our easy-to-use online booking portal allows clients to view your real-time availability and book appointments instantly, anytime, anywhere. You maintain full control over your schedule, defining service availability, buffer times, and booking windows.

Automated Confirmations & Reminders: Reduce no-shows and keep everyone informed effortlessly. The system automatically sends customizable confirmation emails and SMS messages upon booking. Scheduled reminders are sent to clients and staff before appointments, ensuring punctuality and readiness.

Client Notifications & Updates: Keep clients and your team in the loop with timely updates. Automated notifications inform all parties about appointment entries, changes, or cancellations. This ensures clear communication and minimizes confusion, fostering trust and transparency.

Centralized Calendar Management: Gain a complete overview of your daily, weekly, and monthly schedule in one place. Our dynamic calendar allows you to easily view, create, edit, and reschedule appointments. Integrate multiple staff calendars to manage team availability, prevent double-bookings, and optimize resource allocation.

Game changing technology helps people just like you.

See what our users are saying.

It’s a total business solution. I love being able to run my office virtually from anywhere. It has given me the freedom that I always wanted to have during the busy season.

Thomas Lee - MTP Financial Services

I started using the TAAX App appointment system and saw a quick increase in confirmed meetings with almost zero no-shows.

Lauren Ellis - Ellis and Associates

I love having all of my business tools on one dashboard. Virtual meetings are so much easier with having all of the customer data all in one place.

Mitch Thompson CPA

We joined TAAX App because we initially were trying to save money on all of the various apps. After using it for a month we noticed how much more organized our office was running.

Richard Breene - Diamond Mortgage

The automated marketing has really helped me build my business. I’ve quickly expanded from only having local clients to having national clients using the virtual meetings.

Katy McMicheal - McMicheal Accounting

Watch how TAAX PRO can help you.

BOOST CLIENT SATISFACTION

Intelligent calendar automates in-take workflows

The Appointment Manager is not a standalone tool but a core, integrated component of your comprehensive TAAX App Pro ecosystem. This ensures a cohesive workflow where your appointments connect effortlessly with other crucial aspects of your business operations.

Video Meetings: No more lost meeting links! Host video meetings without any 3rd party applications. Host virtual meetings and build customer relationships. Communicate while working on the client’s file in real time. Enjoy less missed appointments and higher customer satisfaction.

Data Collection: Send personalized questionnaires automatically with every new booking. Automate collecting in-take data and simplify onboarding. Get a head start on e-filing by gathering important details beforehand.

Customizable Services & Staff: Tailor the booking experience to your unique business needs. Define your full range of services, including descriptions, durations, and pricing. Assign specific services to staff members and manage their individual availability, ensuring clients book with the right person for their needs.

Integrated Reporting & Analytics: Gain valuable insights into your booking trends and operational efficiency. Access reports on appointment volume, popular services, no-show rates, and staff utilization. This data helps you make informed decisions to optimize your scheduling strategy and business growth.

The Benefits for Your Business

Implementing the TAAX App Pro Appointment Manager will significantly enhance your operational efficiency and elevate your client experience. This section highlights the tangible advantages businesses gain by centralizing their appointment management.

  • Increased Efficiency:

    Automate manual scheduling tasks, freeing up valuable staff time to focus on core business activities and client service.

  • Reduced No-Shows:

    Proactive confirmations and reminders significantly decrease missed appointments, improving your revenue and resource planning.

  • Enhanced Client Satisfaction:

    Provide a convenient, professional, and transparent booking experience that builds client loyalty and trust.

  • Optimized Resource Allocation:

    Efficiently manage staff and room availability, preventing conflicts and maximizing your operational capacity.

  • Data-Driven Decisions:

    Leverage insights from booking trends to refine your service offerings, pricing, and marketing strategies.

  • Professional Image:

    Present a modern and organized front to your clients, reinforcing your business's professionalism and reliability.

Are Ready to Streamline Your Scheduling?

Discover how the TAAX App Pro Appointment Manager can transform your client experience and operational efficiency.

Are Ready to Streamline Your Scheduling?

Discover how the TAAX App Pro Appointment Manager can transform your client experience and operational efficiency.

EFFORTLESSLY NAVIGATE PROJECTS AND PROCESSES

Regain control of your deadlines and bring all your work together in one place.

The essential functionalities of the Appointment Manager simplifies booking, automates communication, and provides clear oversight of your schedule. Each feature is designed to reduce administrative burden and enhance client satisfaction.

Customer Manager

Automatically link appointments to client profiles, ensuring a complete history of interactions and bookings is always available. Stop feeling buried in project chaos? Juggling deadlines, tasks, and team updates can be overwhelming. It's time for a smarter way to work.

Task Manager

Generate follow-up tasks directly from appointments, such as preparing for a meeting or sending post-service information. Start streamlining your workflow today with simplified team collaboration. Assign due dates and deadlines.

Seamless data exchange between the pro and customer apps

Client mobile app

The Customer App automatically exposes your business nationally.
Customers can search, book, communicate and send documents
via the app.

5 Stars in App Store and Google Play

Pro mobile app

Professionals can access all of the tools on one easy platform. Build
stronger relationships and deliver exceptional service, regardless
of location.

5 Stars in App Store and Google Play

Set up your account in
minutes—no contracts,
setup fees, or credit card
required.

  • Get Started Fast:

    Streamline your workflows, automate routine activities, and empower your team to focus on high-priority tasks, leading to significant productivity gains.

  • Focus on What Matters:

    No more juggling multiple apps and platforms. Experience the simplicity of managing your busy workflow with ease.

  • Experience the All-in-One Advantage:

    TAAX APP is your one-stop shop for success. Manage appointments, streamline workflows, connect with clients, and more – all from a single, user-friendly platform.

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Ready to elevate your business? Sign up for your FREE trial of TAAX APP today!

Start Free trial

Need Help?

Frequently Asked Questions

Certainly. You can send a preset calendar link directly to their email.

Yes. You can set your calendar to auto-approve all appointments.

Definitely. You can mark specific dates as unavailable for scheduling. This is helpful during holidays, internal events, and personal leaves.

Yes. The meeting details will show virtual or in-office for each location and employee.

For sure. Each employee will see only their appointments and notifications.