12 27 2021 / TaxDome Updates

Native Integration with Schedulers 

Native Integration with Schedulers 

You can now integrate the most popular schedulers with your TaxDome portal: Calendly, Acuity, Youcanbookme and Schedulista. This was highly requested by the community, so we’re excited to deliver it to you before tax season gets underway. 

Streamline your customer engagement strategy: allow your clients and prospects to book appointments with your team directly through your custom-branded client portal. 

How to install the Scheduler integration

To add the integration, go to Settings -> Integrations -> Scheduler. Then, choose the service you wish to integrate and paste in your profile link. If you do not enable this, the ‘book appointment’ button will not be visible on the client portal. 

Learn more about integrating your scheduler with TaxDome in our Help Center.

If you have any suggestions on how to scheduler functionality, just let us know in the Feature Request Board!

Maria Kris

Maria Kris

Maria is a Marketer at TaxDome. Having been working in both custom software and product development, she knows what clients care about and how to help businesses succeed. Enjoys all sorts of writing. When not writing, she's looking for a new hypothesis to test.

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