Review: Online Meeting Scheduling Software For Accounting

As an accountant, CPA Firm, or bookkeeper, managing meetings can easily become a time intensive nightmare. Which is why having an online meeting scheduling software can be vital for your practice or firm. Below are a few reviews of the top products in the space.

Bookeo

What it Does:

Online booking system

Main Features:

  1. Accept bookings directly from your web site, 24×7
  2. Manages confirmations, cancellations, reminders, date changes, manage the scheduling of staff, rooms, vehicles
  3. No more manual payment processing
  4. Ask for deposit or full payment online or just credit card details.
  5. Unique marketing tools

Free Trial: (Yes/No)

Yes – 30 days

Pricing

starts at $14.95 / month

Cloud based?

Yes

Website:

http://www.bookeo.com/


Doodle

What it Does:

simplifies the process of scheduling events

Main Features:

  1. Connect calendars: Connects your calendar with Doodle. Start and answer meeting requests directly in the calendar interface.
  2. MeetMe (free): Your main contact center to coordinate your meetings. Partners, colleagues, and friends want to meet you. Show them when you are available and how you want to be contacted.
  3. Premium Doodle (paid): An ad-free professional version of Doodle for individuals (Premium Doodle Private) or companies and organizations (Premium Doodle Business or Enterprise). A premium subscription offers premium functionality and theming possibilities.
  4. Doodle mobile: Enables you to use Doodle on the go. By using your mobile device, you can respond to a meeting poll, initiate a poll, and see all of your polls at a glance. In addition to the mobile Web app, Doodle also offers a native app for iPads and iPhones.

Free Trial: (Yes/No)

Yes – 30 days, they also have a free plan

Pricing

starts at $39 / year

Cloud based?

No

Website:

https://doodle.com


 

Scheduleonce

What it Does:

An online appointment scheduler that can be used in two ways. 1 – ask the customer to select a single time and the appointment is automatically booked. 2 –  ask the customer to select more than one time and then having an extra step where you can review the selections and pick the time that works best for you

Main Features:

  1. In tandem with personal calendars
  2. Multi-user system
  3. Outstanding scheduling experience
  4. Works globally
  5. Flexible and scalable
  6. Private and secure

Free Trial: (Yes/No)

Yes – 14 days

Pricing

starts at $5/user/month

Cloud based?

Yes

Website:

www.scheduleonce.com


 

Time Bridge

What it Does:

Scheduler that does not only schedule, but allows you to lead meetings, send a follow-up after the meeting, create notes and agendas.

Main Features:

  1. Find the best time to meet with a single email. Set up a 1-on-1 or rally a weekly staff meeting in one step. TimeBridge coordinates everyone’s calendars and confirms the best time automatically.
  2. Share your availability in three powerful ways. Share schedules with individual contacts. Connect a team with TimeBridge Groups. Or announce your availability to the world.
  3. Don’t let late-comers slow you down. TimeBridge automatically nudges attendees with email and SMS reminders. Everyone just shows up. No nagging required!
  4. Stay on-topic and on-time, every time. Use TimeBridge to stick to your agenda, capture outcomes, and leave the meeting ready for action. Corral every doc, idea, and detail in The Meeting Room. Share agenda and monitor meeting progress against that agenda with TimeBridge for iPhone.

Free Trial: (Yes/No)

Yes – 30 days

Pricing

starts at $8.95/month

Cloud based?

No

Website:

http://www.timebridge.com


 

Calendly

What it Does:

Online scheduler that allows you to set 15, 30, and 60 minute meetings (for paid).

Main Features:

  1. Event types
  2. Google Calendar integration
  3. Personalized Notifications
  4. Automated reminders
  5. Customizable page and url

Free Trial: (Yes/No)

Yes – 14 days, there is also a free plan

Pricing

starts at $8/month

Cloud based?

Yes

Website:

https://calendly.com/

Click here to return the the software guide and reviews for accountants

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Owner and CEO of Garnett and Gold Financial Corporation

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