Enhance your scheduling experience with Lawcus Appointment Scheduler, eliminating the stress and inefficiencies of arranging appointments. The Scheduler streamlines the appointment booking process, empowering clients to schedule consultations conveniently.

Steps to Setup the Appointment Scheduler

To access the Lawcus scheduler appointment tool, click on your User Avatar in the top-right corner and select Settings.
Then, click on Apps and Integrations and select Appointment Scheduler.
Now, to set up a new scheduling page, click on Click to set up scheduling pages.
Then click on Create New to add a new scheduling page.
Give your new scheduling page a Name under Event Title.
Add your Zoom meeting link and ID under Location by clicking on Custom Location, if you want to use video conferencing for your appointments. You can also add Google Meet based on your preference.
Choose the Event duration of your appointments.
Select the relevant calendar to which the event is to be added under Calendar booking.
Click on Create.
Now add further details to the event like Event Description, and other details mentioned below.
Define your Availability by selecting the Days and Times clients can schedule appointments with you and the Timezone. You can add multiple timeslots per day by clicking on the + Icon.
You can add default participants under the Participants and you can also use the open hours of the participants. You can customize your scheduling page fully. Follow the customizations mentioned below.
Finally, click on Save changes.

You can always access your scheduling pages under Calendar as well. Click on Calendar on left and select Open Appointment Scheduler.

Customize your Scheduling Page

You are navigated to customization when you click on the Create button while adding a new page. You can also click the Edit button on your scheduler page to customize it easily. In all the scenarios after completing the customizations, click on the Save Changes button 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 Availability tab. Note that the event will be linked to your calendar by default.
If you want to add the event booking to multiple calendars, under Book to this calendar, select multiple calendars. Once the event is created, it will be added to all the selected calendars automatically.
If you want to let the system check multiple linked calendars to decide your availability, under Connected Calendars, add all such calendars.

In all customization stages, you can always click on the Preview Button to preview the scheduling page to be sure about your changes.

Redirect After Booking and Other Booking Options

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:

Go to the Booking Options tab and scroll to Custom booking flow.
Select Display default confirmation page to display the system default.
If you want to display a custom page, select Redirect to custom URL and add the custom URL.
If you want to block the scheduler to book a certain time before or after the event for convenience, define the volume in minutes under Buffer Time.
You can further define the Event Limits like Minimum booking notice, Limit Future bookings, and Minimum cancellation notice. For the cancellation notice, you can also add the Cancellation policy message.
You can round up the time slot under Time slot setting.
Under Additional settings, you can Allow guests to invite additional guests, Hide rescheduling option, and Hide cancellation option.

Appointment Reminder (Communications)

You can set up an appointment reminder system to help your clients remember their appointments or consultations. To set up an appointment reminder:

Go to the Communications tab.
Update Booking Confirmation Email with Custom email title and Additional info.
To add a reminder, click + New Reminder.
Enter the details of the reminder system, such as Email recipients, and when to send the reminder.

Booking Forms and 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:

Go to the Booking Form tab.
Click + Add New Field.
Specify the custom field Type, and click Down Arrowto edit.
Update the Label and select Required checkbox if the field is mandatory and finally click on Up Arrow to collapse.

Page Styling

You can only add a page name here. By default, Scheduling Pages use your user name as the Page name. The Page name is displayed in the top-left corner of the calendar view.

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 Edit button to update.
Update all the details and click Save Changes to complete.

Locate the Link to Your Calendar to Share

Sending a link to your online calendar is a great way to organize your appointments with clients and colleagues. To get started:

Go to the Scheduler Editor to view All Scheduling Pages.
Locate the page which you want to share.
Click on the Ellipsis button next to the scheduling page and click on Copy to copy the event scheduling link.
Share the link with your contacts to enable them to schedule events based on your availability quickly.

Schedule Event from 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, or Leads from the left-hand menu. Then, open the record where you want to schedule an appointment.
Within the selected page, click on the Calendar tab.
Click Create Event, then enter the event details, such as the date, time, and other relevant information.
Click Save to confirm the appointment and send the invitation.

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.

FAQ8: Can I change the subject of the appointment confirmation email that goes out to clients?

Answer: Update the Email title under communications as mentioned above.

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