Total Appointments
247
â 23% from last month
This Week
42
â 8 more than last week
Revenue (MTD)
$18.5K
â 31% from last month
Show-Up Rate
96%
â 4% improvement
Recent Appointments
Last 10 bookings
| Client | Service | Date & Time | Status | Actions |
|---|---|---|---|---|
| Sarah Martinez sarah.m@email.com |
Full Tax Prep | Nov 8, 2024 @ 10:00 AM | Confirmed | |
| Michael Chen m.chen@email.com |
Consultation | Nov 8, 2024 @ 2:00 PM | Pending Docs | |
| Emily Rodriguez emily.r@email.com |
Tax Review | Nov 9, 2024 @ 11:00 AM | Confirmed |
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Quick Tip: Enable Google Calendar sync in Integrations to automatically sync all appointments to your calendar!
Brand Customization
Customize your booking page to match your brand
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Click to upload logo
PNG, JPG or SVG âĸ Max 2MB âĸ Recommended 200x200px
Used for buttons & accents
Used for highlights
Custom Domain Setup
Use your own domain for booking (e.g., book.yourdomain.com)
After entering your domain, we'll provide DNS records (CNAME) to add to your domain registrar. SSL certificate will be automatically provisioned.
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Current Booking URL: https://klevrtax.app/smith-associates
This will remain active even after setting up a custom domain
This will remain active even after setting up a custom domain
Business Hours & Availability
Set your working hours and booking preferences
Monday
to
Tuesday
to
Wednesday
Closed
How far in advance clients must book
Concurrent bookings allowed
Services & Pricing
Manage your service offerings and rates
Full Tax Preparation
Complete individual tax return preparation
$200
Tax Consultation
1-hour consultation for tax questions
$75
Blackout Dates
Block specific dates or date ranges
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No blackout dates configured. Add dates when you're unavailable (holidays, vacations, etc.)
All Appointments
View and manage your bookings
| Client | Service | Date & Time | Status | Documents | Actions |
|---|---|---|---|---|---|
|
Sarah Martinez sarah.m@email.com 555-123-4567 |
Full Tax Prep $200 |
Nov 8, 2024 10:00 AM CST |
Confirmed | â Submitted | |
|
Michael Chen m.chen@email.com 555-234-5678 |
Consultation $75 |
Nov 8, 2024 2:00 PM CST |
Pending | âŗ Pending | |
|
Emily Rodriguez emily.r@email.com 555-345-6789 |
Tax Review $100 |
Nov 9, 2024 11:00 AM CST |
Confirmed | â Submitted | |
|
David Thompson d.thompson@email.com 555-456-7890 |
Amendment $150 |
Nov 10, 2024 3:00 PM CST |
Confirmed | âŗ Pending |
Booking Destinations
Configure where clients go after booking
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Built-in Thank You Page Active
Clients will see a confirmation page with their appointment details and next steps
Clients will see a confirmation page with their appointment details and next steps
Email Notifications
Customize automated email communications
Clients will reply to this address
Attach .ics calendar file to confirmation emails
Available variables: {CLIENT_NAME}, {APPOINTMENT_DATE}, {APPOINTMENT_TIME}, {SERVICE_NAME}, {SERVICE_PRICE}, {CONFIRMATION_CODE}, {DOCUMENT_LIST}
Reminder Schedule
Automated reminders to reduce no-shows
24 Hours Before
Email reminder with document checklist
2 Hours Before
SMS text reminder
After Appointment
Follow-up email with receipt
Integrations
Connect with your favorite tools
Google Calendar
Sync appointments to your Google Calendar automatically
Connected
Stripe Payments
Collect deposits or full payment when clients book
Not Connected
Zapier Webhooks
Trigger automations when appointments are booked or updated
Not Connected
Make.com (Integromat)
Create advanced automation workflows with visual builder
Not Connected
Custom Webhooks
Send appointment data to your CRM or custom application
2 Active
Active Webhooks
Custom webhook endpoints
CRM Sync Webhook
Sends new appointments to HubSpot
https://api.hubspot.com/crm/v3/objects/contacts
Events: appointment.created
Status: Active
Last triggered: 2 hours ago