CONTACT

How to Schedule an Appointment in the BKE Insight Portal (Using Calendly)

The Your Team button in the BKE Insight portal makes it easy to connect with your bookkeeping team. You can schedule time directly with your Senior Accountant or Client Administrator, and your meeting details (including Zoom link) will automatically be added to your calendar.

👆 Start here

1. Access the Your Team Button

  1. Log in to the BKE Insight portal.
  2. Click on Your Team in the main menu located in the upper-right corner.
👥 Who to meet with

2. Choose Who You’d Like to Meet With

Select either:

  • Senior Accountant – if you want to review or discuss financial documents.
  • Client Administrator – if you need help with missing or requested documents, or if you're resolving an obstruction, login issue, or verification request on your Insight page.
📅 Open calendar

3. Open the Scheduling Calendar

  1. Next to the team member’s name, click on the calendar icon.
  2. A Calendly scheduling window will open.
🗓️ Pick a time

4. Select a Date and Time

  1. Use the calendar to pick an available date.
  2. Choose from the available time slots (meeting length is preset by the team).
✅ Confirm

5. Confirm Your Appointment

  1. Review the meeting details (date and time).
  2. Enter any notes or topics you'd like to discuss (optional).
  3. Click Confirm.
📥 Calendar + Zoom

6. Automatic Calendar & Zoom Integration

Once confirmed:

  • The meeting will automatically populate into your calendar (Google, Outlook, or iCal, depending on your setup).
  • A Zoom link for the video call will be included in the calendar invite.
🔁 Changes

7. Rescheduling or Canceling

If you need to reschedule or cancel:

  • Open your confirmation email or calendar event.
  • Use the Reschedule or Cancel link to make changes.
✅ That’s it! You now have a direct way to schedule meetings with your BKE bookkeeping team.
Secret Link