Accountants: onboarding new clients with online booking

New enquiries arrive at random, and each one starts with phone tag to find a time to talk. With Book, a prospective client books a short discovery call on your own booking page, and if you take them on, you book the onboarding meeting from your list. The first step happens without a single back-and-forth email.

On Book, each service has a name, a price and an optional description, all shown on your public page. Each slot belongs to one service, sits within one day and has its own capacity.

Durations are examples. Set your fees according to the rules that apply to you; an empty price is hidden.

Open a few discovery call slots each week at set times. Slots repeat weekly on the weekdays you choose until an end date. Each online booking takes one place, and a booked slot leaves your page. Say in the description that you'll call the number given.

The booking form takes first name, last name, email and phone, plus an optional note that reaches you in the new booking email and appears in the client's calendar file. Ask for the business type, its legal form and when the year ends. Say in the description not to put figures or tax numbers in the note.

If the call goes well, book the onboarding meeting yourself from your bookings list. First and last name are enough; with their email, the client gets a confirmation with a calendar file. Send your list of documents to bring and your engagement letter by email.

Ask clients to send documents by the secure channel you already use, never by the booking note.

For video meetings, send your link by email: Book doesn't create video links. Clients can't move or cancel online: they contact you, and you move the booking from your list. Book doesn't email clients about changes and sends no reminders. Your bookings sync with Google, iPhone or Mac calendars.

Book doesn't store documents, sign engagement letters, take payments or send reminders. One booking page per business, no staff field: in a firm, create services per accountant. See the guide on client meetings in tax season. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.