FEDIX Practice management
Calendar, bookings & meetings
Your Microsoft 365 calendar next to client work, online booking for client meetings, and AI meeting notes and briefings.
Who it is for
Accountants who meet clients regularly and practices that take bookings online.
Features in Calendar, bookings & meetings
Calendar
View Microsoft 365 calendars, create and edit events, check availability and find meeting times.
Client bookings
Manage appointments, services, locations and staff hours, with a dashboard, no-show tracking and scheduling from an email.
Booking setup
Configure meeting types with categories, tiers, add-ons, locations and price schedules, kept in step with your service catalogue.
Online booking page
A public booking page for your practice where clients book, confirm, cancel and reschedule.
Recurring bookings
Create recurring bookings for standing meetings and generate them automatically.
Booking reminders and payment status
Automatic booking reminders and a payment status on each appointment.
AI meeting notes
Bring in Microsoft Teams meeting transcripts and get an AI summary, action items and a compliance check, assigned to the client.
Pre-meeting briefing
An AI briefing prepared ahead of your client meetings so you walk in prepared.
More from FEDIX
See it working in your practice.
Start with one workflow and adopt more of the connected practice system over time. Your team reviews and approves the work.
14-day free trial. A payment method is required to start. Your paid subscription starts automatically when the 14 days end; cancel during the trial and you pay nothing. After the trial, a 6-month minimum term applies, then month-to-month. Commit to 12 months up front and the monthly price is 20% lower. See pricing.