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Between a follow-up meeting with an existing client and an introductory meeting with a new business, the firm needs to set aside time for each type of meeting. TorKal keeps scheduling in one place without getting involved in accounting work.
Illustrative example only. The firm name, services, and prices are fictional.
The new client chooses an introductory meeting for their business.
Enter a name and phone number, and answer any questions you've set up if needed.
The available time reflects the duration of the selected meeting.
The appointment appears in the calendar and on the client profile.
A routine check-in with an active business needs to fit between other appointments.
An individual or company contacts the firm, but finding time for a first introductory call can be difficult.
An introductory meeting isn't the same as a follow-up with a client you already know.
Messages about availability and changes take time away from the office team.
The calendar is for scheduling meetings at your office—not for managing documents, billing, or bookkeeping.
Send a client a link, and they choose a meeting, date, and time from the availability you've set.
Set different durations for an introductory business meeting and a follow-up appointment.
On Pro and Premium plans, ask general text questions before the meeting, without file uploads.
View past appointments and add private internal notes on the client profile.
WhatsApp messages can help clients remember their appointment, subject to the plan's monthly message quota.
The focus here is on office appointments with existing clients and introductory meetings with individuals and companies. The system doesn't provide accounting or tax advice.
No. It's a system for scheduling appointments and keeping appointment history and private notes only; it doesn't manage documents, invoices, or billing.
On Pro and Premium plans, you can configure text questions during booking. File uploads aren't available, so don't use the form to transfer documents.
Share a booking link and create a separate follow-up service with suitable duration and availability.
Yes. WhatsApp confirmation and reminder messages are sent subject to the plan's monthly message quota.
Open your booking page, set up your services and hours, and share the link with your clients.