CPA Websites Marketing Tips

Scheduling a meeting with multiple people can be a time consuming process. When you are busy with tax season, you can have all this happen for you automatically. This is an easy process. Timebridge completes the management of responses and figuring out the best time for a meeting so you don’t have to for free!

Free Plan. All you have to do is register. Once you register it is easy enough to get started as there are prompts for everything you need to do.

Drag and Drop Times Requested

Send 5 Optional Times. You send the best five times available to meet to one or more attendees. These are automatically marked out in your calendar as a tentative meeting times.

They Pick Time, Meeting Created. They get an email with the proposed times and click on what works for them. Once all people have responded then the tentative meeting times get replaced by an actual meeting time.

Easily View Response Information

They Send 5 Optional Times. You can have your own calendar that you can send a link to any clients. They can then drag and drop the meeting times they want to propose. The clients don’t even have to register or login as a user to propose a time. Instead they confirm via a link sent to their email address.

You Pick Time, Meeting Created. An email is sent to you with the proposed times, you choose, and the meeting is created. This takes a lot of the back and forth that can happen via the phone or email.

Remote Meetings. If you opt for one of the paid plans then you can even host a remote meeting. You, and the meeting attendees, are given a link to the online location. You can share your screen, a whiteboard, and chat via voice or instant message.

When you need to create meetings with multiple people during a busy tax season it is nice having a lot of the work done for you. All that time you used to spend setting up the meeting can now be focused work you actually get paid to do.

Have your own ideas on how to schedule meetings when you are busy? Share with other readers by filling out the comment form below.

Every website hosted by CPA Site Solutions comes with access to the Workteam Collaboration Suite powered by Google Applications. You can have an appointments page on your CPA website that clients can view and request appointments. Here is another solution for those wanting to leverage even more out of the Workteam Collaboration Suite.

Managing your firm’s calendars and meetings can be a full time job. You can shorten the time it takes by allowing the Tungle.me system to do some of the work for you.

Free Sign-Up. Tungle.me is free to sign up and use. Once using it you can have your own Tungle.me page that others can visit or you can just rely upon email.

Tungle Meeting Scheduling Multiple Times

Pick Times. When you schedule a meeting multiple times are given to the participant(s) via email. They are taken to the meeting page where they can choose the best time that works for them.

Once they decide and click on the one they want,  an email is sent to both you and your participant. The best part is that your calendar is automatically updated.

No Conflicts. If you have multiple appointments there is bound to be a conflict in times at some point. These types of conflicts are avoided by the system as it automatically updates meetings as they are booked so you don’t have to.

Your Personal Page. You have a personal page that can be linked to from your CPA website. Anyone can then organize a meeting complete with multiple times to choose from.

Once the time is accepted then the meeting is automatically added to your calendar. You can even personalize your page as much as you want.

Mobile Devices. The system works with mobile devices, Outlook and more. You can do everything on the go easily because if you have access to email you have access to your calendar.

During the busy season it can be a chore to get the right appointments in place. When you  use the Workteam Collaboration Suite alongside Tungle.me you can reduce meeting confusion and stress.

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