Appointments · Built into your office

Your calendar.
Under control.
All in TAAX.

Let clients book, keep every staff calendar aligned, and turn reminders into one less thing to manage.

Start free trial Book a demo
Online booking. Team calendars. A connected office.

Your day, at a glance.

Week view
Monday, September 14
September 14–18, 2026 · All staff

9:00 AM · Tax consultation

Jordan Ellis Virtual · Alex

11:30 AM · Document review

Avery Morgan In office · Maya
Reminders scheduled
Mon 14

9:00 AM

Tax consultation Jordan Ellis Virtual · Alex

11:30 AM

Document review Avery Morgan In office · Maya
Tue 15

10:00 AM

Business planning Taylor Brooks Virtual · Alex
Open for bookings
Wed 16

1:00 PM

New client meeting Casey Reed In office · Maya

Reminder scheduled

Jordan’s appointment is tomorrow at 9:00 AM.
Illustrative calendar · Sample appointments and clients
Illustrative calendar · Sample appointments

Online booking

Let clients choose a time

Team calendars

Keep every schedule in view

Automated reminders

Help everyone arrive ready

Connected to TAAX Ai

Start with a clearer plan

Less back-and-forth. More bookings.

Make it easy to book.
Keep control of your time.

Share your booking link and let clients choose from your available times—even if they don’t use the app.

01  Set the rules

Choose durations, buffer times and booking windows.

02  Share your availability

Clients select a service, staff member and available time.

03  Keep the process moving

Enable auto-approval and send confirmations after booking.

TAAX Pro  /  Book an appointment

Let’s find a time that works.

Tax consultation

30 minutes · Virtual meeting · Alex Morgan

September 2026

Mon

14

Tue

15

Wed

16

Thu

17

Fri

18

Available times · Eastern Time

9:00 AM

10:30 AM

2:00 PM

Continue to booking
Illustrative booking flow · Availability follows your calendar settings Illustrative booking flow
The whole team in sync

One clear view.
Every calendar.

Manage daily, weekly and monthly schedules in one place. Match each appointment to the right service, person and location.Match each appointment to the right service, person and location.

Monday, September 14

All staff · All locations

Alex Morgan

9:00 AM · Tax consultation Jordan Ellis · Virtual

Maya Chen

11:30 AM · Document review Avery Morgan · In office

Noah Carter

10:00 AM · Business planning Casey Reed · Virtual

Alex Morgan

Tax specialist

9:00 AM · Tax consultation

Jordan Ellis · Virtual

11:00 AM · Available

Open for client bookings

Maya Chen

Office manager

11:30 AM · Document review

Avery Morgan · In office

2:00 PM · Client onboarding

Sam Rivera · Virtual

Noah Carter

Business advisor

10:00 AM · Business planning

Casey Reed · Virtual

1:00 PM · Unavailable

Time blocked on calendar
Illustrative team schedule · Sample clients Illustrative team schedule · Sample staff, clients and appointments

Individual availability

Each employee has their own calendar and notifications.

Virtual or in office

See meeting details for each service and staff member.

Time that stays yours

Block holidays, personal time and unavailable dates.

Ready before the appointment

A better appointment starts before it begins.

Keep everyone in the loop.

Confirmations and reminders keep clients and staff informed without the extra follow-up.

01  Booking confirmed

Email and SMS confirm the appointment.

02  Reminder scheduled

A timely nudge helps clients show up ready.

03  Plans change? Stay informed.

Updates reflect reschedules and cancellations.

Start with the details you need.

Send personalized questionnaires with each new booking and simplify client onboarding.

New client questionnaire

Contact details

Appointment goals

Preparation questions

Collect the right information before the conversation begins.

Connected to TAAX Ai

Start your day
with TAAX Ai.

Bring appointments into the same conversation as the rest of your office.

  • Review today’s schedule
  • Spot preparation that needs attention
  • Keep client follow-ups in view
icon stars

TAAX Ai

What needs my attention today?

Your appointments, in one conversation.

4 appointments across your team

9:00 AM · Jordan Ellis 10:00 AM · Casey Reed 11:30 AM · Avery Morgan 2:00 PM · Sam Rivera

One intake needs attention

Sam’s questionnaire is still pending. Review the client details before the2:00 PM appointment.
Review client details
Illustrative TAAX Ai interaction · Sample client information
More than a place on your calendar

Your next meeting.
Already connected.

Move from booking to conversation with the client relationship and next steps close at hand.

Built-in Video Meetings

Keep meeting links and your client’s file together.

Connected client records

Find appointment history alongside the client relationship.

Follow-up tasks

Turn the next step into a task your team can track.

TAAX Pro

You’re booked

Tax consultation

With Alex Morgan

Tuesday, September 15

10:30–11:00 AM Eastern Time Virtual meeting
Intake questionnaire completed
Join your meeting
Illustrative Customer App screen
A clearer picture of your business

See what’s working.
Plan what comes next.

Use appointment reporting to understand demand, prepare your team, and refine your scheduling.

Appointment volume

Understand how busy your calendar is.

Popular services

See what clients book most often.

No-show patterns

Spot where attendance needs support.

Staff utilization

Plan around your team’s availability.

Good questions, clear answers

Your scheduling questions, answered.

Want to see it in action?

Yes. Share your client link so clients can choose an appointment time online.

Yes. Turn on auto-approval in your calendar settings to approve new bookings.

Yes. Mark specific dates as unavailable for holidays, personal time or internal projects.

Yes. Appointment details show the meeting type, location and assigned employee.

Yes. Employees see their own appointments and receive their own notifications.
Less scheduling. More possibility.

Make room for
better client experiences.

Bring bookings, your team and the rest of your office together with TAAX Pro.

Start free trial Book a demo