Best Appointment Scheduling Software for Accountants

Are you an accountant or an independent bookkeeper? No matter if you work with small or medium business clients on a daily basis, you understand the importance of juggling numerous appointments, always staying on top of your calendar, and having everything under control. We know how crazy your life can get, believe me!

There are numerous solutions to help you manage your schedule online, including your website. They allow you to keep track of all appointments and organize them without having to do much labor. You can additionally send confirmation emails directly from these platforms or even forward clients directly into the system. The whole process helps save you quite a lot of time, which is why it’s important for bookkeepers to choose an appointment scheduling app that fits their needs. Most importantly, the software needs to be easy to use. If it takes hours to figure out how everything works, you’ll quickly get bored and ignore the whole tool altogether considering there are hundreds of other options available.

 Microsoft Bookings

If you’re already using Microsoft 365, you probably won’t need to look for a new appointment scheduling app. In fact, MS365 comes with Microsoft Bookings, a tool designed to let you build webpages for your customers to find available times and book appointments in an automatic and simplified fashion. Customers can add your appointments to their personal calendars, and you can also set up automatic reminders for customers and staff. 

Ready to step up your appointments booking?

At the end of the day, it’s all about being more productive. Scheduling meetings (and staying on top of them) can be very time consuming. But with one of the appointment scheduling apps mentioned above, you should be able to cut down the time you’re spending on these menial tasks.

Did you know that Plooto is helping accountants and bookkeepers with their payment workflows? Your success is our success – and this is why our platform is designed to unify payments, approvals, reconciliation and reporting. So you can focus on scaling your business while we take care of your accounts payable and accounts receivable processes.

SimplyBook

As the name suggests, SimplyBook makes it simpler for your clients to book your service by checking the schedules first. If you haven’t used this kind of software before and unsure about how it works, SimplyBook offers a demo to convince you. There are three kinds of demo offered by this appointment software. From booking website templates, admin interface example to booking app on Facebook. SimplyBook is great to adopt by service-based business like consultants, medical clinic, fitness class and other business that involve schedule. SimplyBook is also a freemium appointment scheduling software so you can use this software for free for basic use.

SimplyBook has made it easier for you to integrate your schedules with your website by offering a plugin for WordPress, Joomla and SITE123. If you use other platforms, SimplyBook also offers iframe to embed your schedules on your site. Furthermore, SimplyBook also features email and SMS notifications, online payments (including PayPal), calendar sync, and analytics tool.

Doodle

What it Does:

simplifies the process of scheduling events

Main Features:

  1. Connect calendars: Connects your calendar with Doodle. Start and answer meeting requests directly in the calendar interface.
  2. MeetMe (free): Your main contact center to coordinate your meetings. Partners, colleagues, and friends want to meet you. Show them when you are available and how you want to be contacted.
  3. Premium Doodle (paid): An ad-free professional version of Doodle for individuals (Premium Doodle Private) or companies and organizations (Premium Doodle Business or Enterprise). A premium subscription offers premium functionality and theming possibilities.
  4. Doodle mobile: Enables you to use Doodle on the go. By using your mobile device, you can respond to a meeting poll, initiate a poll, and see all of your polls at a glance. In addition to the mobile Web app, Doodle also offers a native app for iPads and iPhones.

Free Trial: (Yes/No)

Yes – 30 days, they also have a free plan

Pricing

starts at $39 / year

Cloud based?

No

Website: https://doodle.com

Acuity Scheduling

If you’re looking for an easy-to-use yet powerful appointment scheduling app, Acuity Scheduling is a great candidate. This app allows you to customize your appointment booking experience: for example, you can build different links for different scenarios. Also, one of the most appreciated features is the possibility to add buffer time between meetings, so you can always show up on time.

For those who hate waking up to an unexpected meeting booked overnight (who doesn’t?!), Acuity Scheduling allows you to prevent people from scheduling time on your calendar during specific hours. In terms of pricing, Acuity Scheduling offers a number of different plans, including a free plan for users with limited needs. You can also start a free trial on their website.

Scheduleonce

What it Does:

An online appointment scheduler that can be used in two ways. 1 – ask the customer to select a single time and the appointment is automatically booked. 2 –  ask the customer to select more than one time and then having an extra step where you can review the selections and pick the time that works best for you

Main Features:

  1. In tandem with personal calendars
  2. Multi-user system
  3. Outstanding scheduling experience
  4. Works globally
  5. Flexible and scalable
  6. Private and secure

Free Trial: (Yes/No)

Yes – 14 days

Pricing

starts at $5/user/month

Cloud based?

Yes

Website:

www.scheduleonce.com

Appointment Plus

Used across the board by small companies and enterprise-sized corporations, Appointment Plus is a very comprehensive appointment scheduling app. In a few clicks you can not only organize your agenda, but also check schedule changes in real time and generate various types of reports. Your customers can easily book their appointments online, while you can schedule automated reminders in order to reduce the no-show rate. Appointment Plus pricing spans from $49 per month (Bronze plan) to $199 (Platinum plan) according to the specific features required.

Time Bridge

What it Does:

Scheduler that does not only schedule, but allows you to lead meetings, send a follow-up after the meeting, create notes and agendas.

Main Features:

  1. Find the best time to meet with a single email. Set up a 1-on-1 or rally a weekly staff meeting in one step. TimeBridge coordinates everyone’s calendars and confirms the best time automatically.
  2. Share your availability in three powerful ways. Share schedules with individual contacts. Connect a team with TimeBridge Groups. Or announce your availability to the world.
  3. Don’t let late-comers slow you down. TimeBridge automatically nudges attendees with email and SMS reminders. Everyone just shows up. No nagging required!
  4. Stay on-topic and on-time, every time. Use TimeBridge to stick to your agenda, capture outcomes, and leave the meeting ready for action. Corral every doc, idea, and detail in The Meeting Room. Share agenda and monitor meeting progress against that agenda with TimeBridge for iPhone.

Free Trial: (Yes/No)

Yes – 30 days

Pricing

starts at $8.95/month

Cloud based?

No

Website:

http://www.timebridge.com

Calendly

A lot of accountants and bookkeepers are using it. Calendly is an intuitive and flexible tool to schedule and manage meetings without having to send any emails. This will help you save a lot of time! Integrated with Google, Office 365 and Outlook calendars, Calendly is very easy to configure. It can also be integrated with your website and includes a round-robin feature to better organize your team’s bandwidth. The Basic plan offered by Calendly is totally free, but in order to add more event types, customize your brand or manage group events, you’ll need to switch to one of their paid plans (starting at $8/month per user).

Bookeo

What it Does:

Online booking system

Main Features:

  1. Accept bookings directly from your web site, 24×7
  2. Manages confirmations, cancellations, reminders, date changes, manage the scheduling of staff, rooms, vehicles
  3. No more manual payment processing
  4. Ask for deposit or full payment online or just credit card details.
  5. Unique marketing tools

Free Trial: (Yes/No)

Yes – 30 days

Pricing

starts at $14.95 / month

Cloud based?

Yes

Website:

http://www.bookeo.com/

Schedulicity

Time is a very limited resource for accountants and bookkeepers, and it’s always great to be able to save some by leveraging automation. This is exactly what Schedulicity aims for. By automating repetitive tasks, Schedulicity is a great partner in enabling you to survive your busiest days. Your customers will be able to book their appointments without having to heavily interact with you, so you can spend more time preparing for the meeting itself. Additional features allow you to personalize and categorize meetings according to your needs, including the possibility of easily rescheduling an appointment. Pricing starts at $20 per month, and changes according to the number of users and the features you need.

TimeTap

TimeTap is an online appointment scheduling software that is aimed at small businesses. You can also rely on this software to provide a scheduling system for the business you are running to makes it easy for your consumers to book your service online. While the schedules are arranged by the system, you can fully focus on your service to get your consumers pleased as you give your best. TimeTap comes with lots of integration including Salesforce, Google Calendar, PayPal to Outlook. Just like all software above, TimeTap is also a freemium software. You are given a 30-day period to try one of the paid plans.

Conclusion

You can’t even imagine how helpful it is for a small company to manage appointments with its customers and clients. You will be able to do it with the tools provided above and keep track of all appointments and organize them without having to do much labor. You can additionally send confirmation emails directly from these platforms or even forward clients directly into the system. The whole process helps save you quite a lot of time, which is why it’s important for bookkeepers to choose an appointment scheduling app that fits their needs

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