Getting Started with CountingWorks PRO
CountingWorks PRO 3.0
CountingWorks Learning Center
- Automated Newsletter
- Online Appointments & Reminders
- Client Management
- Improve Your Presence
- Message Center
- Professional View Portal
- Tips & Tricks
- Website Editor Plugins
- Website Editor
- Social Media
- Admin Users and Roles
- Leads - Automated Lead Management
- Communication - Special Announcements
- Subscriber Management
- Client Alerts
- Portal Client View
TaxBuzz / CountingWorks
Rackspace Email Set Up
Setting Appointments - Google
The online appointment system utilizes Google calendar and requires a two-step process when you receive the appointment request email in Gmail.
Step 1 - Add the appointment to the Google calendar and click save.
After you add the appointment to the Google Calendar - Google runs the iCal script approximately every 15 minutes beginning 5 minutes after the hour. It then matches to our script which blocks out the free/busy time on the online appointment calendar.
Step 2- From the Gmail email, click confirm the appointment.
Clicking on confirm the appointment will automatically send an appointment confirmation to the client.
If you would like to block out any unavailable time, for example vacation time or meetings outside of client appointments, you can schedule this on the Google Calendar as an appointment (do not use the repeat feature).