FEDIXCalendar, bookings & meetings
Pre-meeting briefing
An AI briefing prepared ahead of your client meetings so you walk in prepared.
The problem it solves
Preparing for a client meeting means reading notes, emails and status across several screens.
How it works
- Book the meeting as usual.
- Fedix prepares a briefing ahead of it.
- Read the briefing before you meet.
What your practice gets
- Walk in prepared.
- Context gathered for you.
- No extra set-up.
Questions accountants ask
When is the briefing ready?
Ahead of the meeting; it is prepared automatically.
What does it include?
Relevant client context from Fedix.
Should I check it?
Yes. It is an AI summary to help you prepare.
Related features
Features that work alongside pre-meeting briefing.
AI meeting notes
Bring in Microsoft Teams meeting transcripts and get an AI summary, action items and a compliance check, assigned to the client.
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.
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.