I'm an accountant. How do I take bookings for paid one-off consultations for sole proprietors, especially in reporting season?
Set the consultation up as its own service — for example “Consultation for sole proprietors, 30 min” — with a price and online payment at booking: the client pays the full price and the money goes to your acquirer account. Put what to prepare — a bank statement, documents, questions — in the service description; clients see it before they pick a time. You can't cap consultations per day or open separate hours just for them, so in reporting season close the extra time with exceptions in the schedule. This is booking and a client base, not accounting software: managing your firm's clients, documents and filings stays in your accounting system.
