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A meeting with an existing client and an introductory conversation with a new business need their own time in the calendar. Make booking straightforward without adding scheduling to your team's workload.
This is an illustration only; the firm name, services, and prices are fictional.
The new client chooses an introductory meeting for their business.
The client provides contact details to complete the booking.
The available time reflects the duration of the selected meeting.
The appointment appears in your calendar and on the client profile.
A routine conversation needs to fit between other scheduled appointments.
Finding a time for an introductory conversation can take several messages.
A first meeting and a follow-up may need different amounts of time.
Messages about availability and changes take time from the office team's day.
Use the calendar to coordinate appointments and keep the schedule easy to review.
Clients choose a meeting, date, and available time from the availability you set.
Choose different durations for an introductory conversation and a follow-up.
A confirmation can be sent by email when a client provides an email address.
View past appointments and keep private internal notes on a client profile.
Clients can cancel or reschedule through their booking link, subject to your settings.
This page focuses on introductory meetings and client follow-ups for accounting firms. The calendar is for scheduling appointments.
Meetura organizes appointments and client appointment history; it does not manage your firm's records or documents.
The booking flow does not support document uploads. Arrange any materials directly with the client.
Share your booking link and create a follow-up service with a suitable duration and availability.
No reminder is promised. A booking confirmation can be emailed when the client provides an email address.
Open your booking page, set up your services and hours, and share the link with your clients.