Tax advisers: first consultation checklist

A first tax consultation is wasted if the client arrives without the right papers or the right question. With Book, clients book a first consultation on your own booking page, the service description tells them what to prepare, and the note collects only the logistics you need.

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.

Use each service description to list what clients prepare:

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 only for the topic and any deadline. Say in the description not to put amounts or tax numbers in the note.

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. For video consultations, send your link by email: Book doesn't create video links.

After the first consultation, book follow-ups yourself from your bookings list. First and last name are enough; with their email, the client gets a confirmation with a calendar file.

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, take payments or send reminders. One booking page per business, no staff field: with several advisers, create services per adviser. See the guide on tax return appointments. Book costs €5/month, everything included: unlimited services and bookings, no commission, no contract.