​Embed Scheduler (Calendly, Acuity, Youcanbookme, Schedulista)

Let your clients book appointments with your team directly through their portal! Once you connect TaxDome to your favorite scheduler, you’ll no longer have to write countless emails discussing available time slots. 

Hello, scheduler integration!

Covered here:

Connecting to Your Scheduler

TaxDome supports the popular schedulers Calendly, Acuity, Youcanbookme, and Schedulista. You’ll need to have an account with one of these platforms in order to set up a scheduler on TaxDome. Once you’ve registered with one, follow these steps:

1. Go to Settings, click on the Integrations tab, open the Scheduler subtab, then select your scheduler service. 

2. Paste the link to your scheduler profile page or to the booking page depending on the one you've chosen (see details below). 

3. Click Save. Your clients will now see Book appointment on the Home page of their portal.

How to Get a Booking Link on Calendly

Once you’ve registered with Calendly, you’ll see three meetings with different durations in the Event Types tab. If you want your clients to be able to select from those options, copy the link above the three types of meetings, then paste it to TaxDome.

This is now what the client will see once they click Book Appointment on their portal::

If you don’t want your clients to select from these options, provide the link of only one of the three meeting types instead. For example, allow them to book only a 60-minute meeting by copying that meeting’s link, then pasting it to TaxDome.

This is what the client will now see once they click Book Appointment on their portal:

How to Get a Booking Link on Acuity

Once you’ve registered with Acuity and have customized your scheduling page, navigate to the APPOINTMENTS section on the left, click Scheduling Page Link, copy the link beneath General Scheduling Page, then paste it to TaxDome. The general scheduling page shows all public appointment types, so your clients can select from different options, such as time slots and team members.

This is what the client will now see once they click Book Appointment on their portal:

If you don’t want to provide these options, use an event link instead. For example, allow them to only be able to book a 30-minute meeting by copying that event link, then pasting it to TaxDome. To get the link, go to the Appointment Types section, click Direct Scheduling Link next to the event, then click Copy.

This is what the client will now see once they click Book Appointment on their portal:

How to Get a Booking Link on Youcanbookme

Once you’ve registered with Youcanbookme, create your booking page. Then copy the page link and paste it to TaxDome. 

You can have several booking pages on Youcanbookme, but your clients won’t be able to choose among them since the platform doesn’t provide a generic link for your account. If you want your clients to be able to choose from different options, such as time slots and team members, consider using Calendly instead.

How to Get a Booking Link on Schedulista

Once you’ve registered with Schedulista, go to Settings, copy the scheduler link from the Let your client know section, then paste it to TaxDome.

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