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During busy periods, inquiries about tax refunds and annual returns add up. Show times for introductory meetings, ask about the reason for the inquiry in advance, and keep your calendar organized without promising a professional outcome.
As deadlines and tax-return season approach, many clients request appointments within a short period.
A tax refund discussion needs different preparation from an introductory meeting about an annual return.
New clients wait for a phone response to find a time for their first conversation.
During a busy period, both clients and the office may miss a scheduled appointment.
Share a link, and clients choose a service, date, and time from the available slots.
Set separate durations for a short introductory call and a longer meeting about a tax refund or return.
On Pro and Premium plans, ask general preliminary questions in an intake form to help you prepare, without file uploads.
A WhatsApp message is sent before the appointment, subject to the plan's monthly message quota.
Illustrative example only. The office name, services, and prices are fictional.
The client selects an introductory meeting or a tax inquiry.
If you've set up a form, the client provides the preliminary details you've requested.
The system shows slots that fit the appointment duration.
Confirmation and a WhatsApp reminder are sent subject to the plan's quota.
No. TorKal helps with appointment scheduling only; it doesn't file returns, check eligibility, or handle tax claims.
On Pro and Premium plans, you can add short text questions to the booking form. File uploads aren't available, and it's best to request only information needed for scheduling.
You can update your working hours and calendar availability as needed. The system shows available slots based on your settings.
You can send a WhatsApp confirmation and reminder, subject to the plan's monthly message quota.
Yes. Manual approval lets you review each booking before confirming it.
Open your booking page, set up your services and hours, and share the link with your clients.