Meetings and scheduling
A client meeting that arrives already prepared
Clients book real time from your Outlook calendar. The invitation carries a Teams link and an agenda built from what is open on their file, and what you agree becomes tasks on the job, not a note in someone’s notebook.
- Books from your Outlook calendar
- Every US time zone, stored in UTC
Whitmore Holdings LLC
Tax planning meeting
- Thu, Mar 5When10:00–10:45 ET
- Booked by the clientFromReal availability
- Microsoft TeamsWhereOn the invite
- AgendaBuilt from2 jobs · 1 request
Sample client and figures, shown for illustration.
How it works
Booked, prepared, and turned into work.
Every tool can book a slot. What makes scheduling worth having inside a practice system is what the meeting knows when it starts and what it leaves behind.
The client books real availability
They pick a time from your live Outlook calendar, with notice periods and buffers already applied. No “does Thursday work?” emails.
The meeting arrives with context
Because it is booked against a client, not an email address, the agenda shows open jobs, outstanding requests, the next deadline and anything awaiting signature.
What you agree becomes work
Outcomes are recorded as tasks on a job, requests to the client or deals on the pipeline, each with an owner and a date.
Availability
Real Outlook availability, not a second calendar.
Availability is read from the Outlook calendar each person already keeps. Existing appointments, PTO and the meeting type’s buffers are removed before a slot is ever offered.
- Times shown in the booker’s own zone: Eastern, Central, Mountain, Pacific, Alaska and Hawaii
- Created in the adviser’s own calendar, so the client sees a name they recognize
- Reminders set per meeting type, with the same cadence for every client
- Clients reschedule or cancel from the same link, and it moves on the record
Tax planning · 45 min
3 business days’ notice
- 09:00Existing appointmentBusy
- 10:00Offered to the clientBookable
- 10:4515 min bufferHeld
- 13:00PTOBlocked
- 15:30Offered to the clientBookable
Connected modules
What a booked meeting touches.
Live today: Outlook calendar, Teams links and Microsoft Entra ID sign-in. Not yet: Google Calendar, SMS reminders and webinar booking, and we would rather say so.
- CRM and pipeline
Free/busy from the deal owner’s own Outlook, with bookings written back to the deal.
- Jobs, tasks and deadlines
Agreed actions land as tasks with an owner and a due date, not as meeting notes.
- Forms and requests
Outstanding client requests appear on the agenda automatically.
Bring the last booking thread you had.
We will screen-share with your own calendar and a sample client file, so you can watch the agenda assemble itself and four agreed actions become four tasks.
Start Smarter. Grow Faster.
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