Enhance your scheduling experience with Lawcus Appointment Scheduler, eliminating the stress and inefficiencies of arranging appointments and collaborative calls with current and prospective clients. It streamlines the appointment booking process, empowering clients to schedule consultations conveniently. Clients can select from the designated time slots without worrying about back-and-forth communication.
Basic Setup
1. To access the Lawcus scheduler appointment tool, click on your User Avatar in the top-right corner and select "Settings."
2. Then, click on "Apps and Integrations."
3. Select "Appointment Scheduler."
4. Now, to set up a new scheduling page, click on "Click to set up scheduling pages."
5. Then click on "Add Scheduling Page."
6. Give your new scheduling page a Name.
7. Add your Zoom meeting link and ID if you want to use video conferencing for your appointments. You can also add Google Meet or any other link based on your preference.
8. Choose the duration of your appointments.
9. Define your availability by selecting the days and times clients can schedule appointments with you.
10. Decide how far in advance clients can book appointments.
11. Customize your appointment booking link, click Create to finalize the process, and make your new scheduler page go live.
Edit or Update Existing Scheduling Pages
Editing or updating an Existing Scheduling Page is easy. Follow the steps below:
User Avatar>Settings>Apps and Integrations>Appointment Scheduler>Click to setup Scheduling Pages.Locate the Scheduling Page you wish to update.
Click on the
Editbutton to update.Update all the details and click "
Save & Exit" to complete.
Customize your Scheduling Page
Click the Edit button on your scheduler page to customize it easily. This will unlock various personalized options, simplifying your booking experience and saving time. In all the scenarios, click on Save & Exit to complete the process.
Linking with Multiple Calendars
If you work in a team or have multiple calendars, you can link your new scheduler page with multiple calendars so that clients can see the availability of all the team members. To do this:
Navigate to the
Calendarstab.Click on the
Existing Email.Click
Advancedin the dropdown menu.
Add as many calendars as required by
Checkingthe respectiveBoxes. That is it!
Redirect After Booking
With the redirect after booking feature, you can choose where your clients should be redirected after completing an appointment booking or event creation. This can be useful if you want to direct your clients to your payment page or another external webpage. To set up the redirect:
1. Go to the Booking Flow tab.
2. Select Custom Page under What should happen when a booking is completed? section.
3. Add the Webpage Link to where you’d like to redirect them.
Define Booking Confirmation
You can also pre-define whether the meeting will be auto-confirmed or if you wish to confirm the meeting manually. Follow the steps below:
Go to the Booking Flow tab.
Select either "Automatic" or "Manual" under "How should new bookings be handled?" based on your requirements.
Appointment Reminder
You can set up an appointment reminder system to help your clients remember their appointments or consultations. To set up an appointment reminder:
1. Go to the Reminders tab.
2. Click Add Reminder.
3. Enter the details of the reminder system, such as when to send the reminder and what to include in the reminder message, and click Create.
Custom Fields Creation
Add more fields to your appointment scheduling client forms with the custom fields tab. This can help you gather more information about your clients and tailor your services to their needs. To add custom fields:
1. Go to the Custom Fields tab.
2. Click Add Field.
3. Input the Label, specify the custom field Type, and click Save.
Page Styling
You can access the Page Styles tab to enhance your scheduler page to align with your firm's unique requirements. Tailor the visual elements to create a professional, cohesive experience that resonates with your firm's brand.
To upload your company name & logo:
1. Click the empty line to add your Company Name.
2. Click "Upload" to add your company logo.
3. Choose the logo file from your computer files.
To include a theme color:
Input an accent color number to include a theme color.
To customize form submission button label & thank you message:
Enter the label you'd prefer for the form submission button.
Note: Please click 'Save & Exit' in all scenarios to complete the process.
How to locate the link to your calendar to send people for scheduling?
Sending a link to your online calendar is a great way to organize your appointments with clients and colleagues. To get started:
Click on the
Avatar Iconin the top right corner and selectSettings.In the left-hand menu, click and expand
Apps & Integrations.Select Appointment Scheduler from the list of available options.
Click on
Click to setup scheduling pagesto see all scheduling pages or create a new page as described above.Click on the
Ellipsisbutton next to the scheduling page and click onCopyto copy the event scheduling link.Share the link with your contacts to enable them to schedule events based on your availability quickly.
How do you Schedule an Appointment from the Contacts, Matters, or Leads Page?
Streamline your workflow in Lawcus by scheduling appointments directly from a contact, matter, or lead page. This feature enhances efficiency, keeps you organized, and ensures seamless coordination by linking appointments to specific records. Here's how:
Select
Contacts,Matters, orLeadsfrom the left-hand menu. Then, open the record where you want to schedule an appointment.Within the selected page, click on the
Calendartab.Click
Create Event, then enter the event details, such as the date, time, and other relevant information.Click
Saveto confirm the appointment and send the invitation.
In conclusion, the Lawcus scheduler appointment tool can help you streamline your client appointment booking process and make it easier for your clients.
FAQ Section
FAQ1: Can my answering service access the calendar to book my consults?
Answer: Lawcus 'Appointment Scheduler' allows you to share your calendar link seamlessly. Additionally, you can integrate with Calendly and utilize their scheduler link for scheduling purposes.
FAQ2: Do I have to pay additionally for the Lawcus calendar and appointment scheduler?
Answer: No, there are no additional charges for using the Lawcus calendar and appointment scheduler. They are both included in the service at no extra cost.
FAQ3: How long does a new appointment take to appear on integrated calendars?
Answer: Our Appointment Scheduler integrates directly with Google/Office 365 through third-party software (Nylas). Calendar changes are imported to Lawcus within approximately five minutes.
FAQ4: Can I view my calendar availability from a contact, matter, or lead page while scheduling a meeting?
Answer: No, your calendar availability is not displayed when scheduling a meeting directly from a contact, matter, or lead page.
FAQ5: How does calendar sync work with Lawcus Scheduler?
Answer: Lawcus Scheduler synchronizes your calendar through real-time updates and integration with Google or Office 365 calendars, powered by Nylas. Here’s how it works:
Integration Setup: Start by connecting your Google Calendar or Outlook Calendar to Lawcus and granting the necessary permissions.
Two-Way Sync: The integration establishes a two-way communication channel, ensuring events scheduled in Lawcus appear in your external calendar, and vice versa.
Real-Time Updates: Changes made in either Lawcus Scheduler or your external calendar are reflected in both systems. However, there may be a delay of up to 10 minutes for updates to appear in Lawcus.
FAQ6: Can I send an appointment scheduler link to a client on behalf of another user?
Answer: No, you cannot send an appointment scheduler link on behalf of another user unless they have explicitly shared their scheduler link with you or you have direct access to their account.
FAQ7: Is there a way to automatically create a Zoom appointment through the appointment scheduler?
Answer: As no direct Zoom integration is available, there is no way to create a Zoom appointment automatically through the appointment scheduler. However, you can include your personal Zoom meeting link when configuring your scheduling page. Note that the Zoom link will be the personal Zoom meeting link, which will be the same as all scheduled events. No unique Zoom links will be added.