Scheduling and Rescheduling Appointments

Scheduling and Rescheduling Appointments

Manage your appointments efficiently with built-in scheduling, client self-booking, and automated notifications.

Creating an Appointment

1. Navigate to Calendar and click on a time slot, or open a matter and click Schedule Appointment.
2. Fill in the details:
   • Client — Select from your client list
   • Matter — Link to the relevant case
   • Type — Consultation, court appearance, mediation, etc.
   • Duration — 30 min, 1 hour, or custom
   • Location — Office address or video call link
3. Click Save — the appointment appears on your calendar and the client receives a confirmation email.

Client Self-Scheduling

Share your firm's booking page link with clients:

• They see your available time slots (based on your connected calendar)
• They select a slot and confirm
• You receive a notification and the appointment is automatically created

Rescheduling

By the lawyer:

• Open the appointment and click Reschedule
• Select a new date/time
• The client is notified automatically

By the client:

• Clients click the reschedule link in their reminder email
• They choose a new available slot
• You're notified of the change

Cancellations

• Cancel from the appointment detail view.
• Both parties receive a cancellation confirmation.
• The time slot becomes available again for booking.

Tips

• Block out preparation time before important consultations.
• Use the Week view for the best overview of your schedule.
• Review the lawyer prep summary that's generated before each meeting — see Setting Up Calendar Integration.