Apptoto’s Appointment Reminder System
Keeping in touch with your clients about upcoming appointments is easier and more efficient with Apptoto. Not only can you set automatic meeting reminders for tax appointments, you can even customize our messaging templates to include helpful details, such an address and what to bring to the appointment.
Automatic reminders help your clients arrive on time and prepared for the meeting, and they help to reduce the number of no-shows and last-minute cancellations which cost your business time, money, and resources.
Get Advanced Notice of Cancellations
Even the best clients will occasionally experience scheduling conflicts, but finding time to call and reschedule the appointment can be tricky, especially if the conflict is an unforeseen event. But with friendly reminders with easy cancel requests, you can help them be a better client by giving your team advanced notice of their need to reschedule. Apptoto also offers easy scheduling tools which allow clients to schedule and reschedule appointments without having to engage a live member of your staff.
It’s Free to Get Started
Make your move toward scheduling software and appointments reminders with Apptoto for tax professionals. Best of all, you can get started today with our free trial period!