Efficient appointment scheduling is at the heart of effective legal practice management. In this article, we'll guide you through the steps to set up and make the most of this functionality.
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The Scheduler Appointment Workflow Trigger in Lawcus allows you to automate various tasks, notifications, and reminders associated with client appointments.
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​Setting up the Workflow Trigger:
In our example below, we create a lead based on the scheduler appointment. 
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By adding such a prospect as a new lead, you can start to nurture the lead by sending newsletters, and resources, among other subtle marketing content, irrespective of whether or not the call eventually takes place.

1. Navigate to the Automation menu located on the left side.

2. Click the + Add Workflow button to create a new workflow

3. Navigate to the right side to provide a name and description for the workflow

4. Choose the trigger type. In this case, the trigger would be a New Scheduler Appointment.

5. Specify whether the workflow action should apply to all scheduling pages or a specific teammate’s schedule page. If you choose a specific teammate scheduling page, you must choose the teammate and their scheduling page.

6. In the next action, choose Create Lead as the new action and click Next

7. Set up the action by entering data in fields and mapping info from the previous steps.

8. You can also designate an email to go straight to a newly-created lead. To do that, select Send Email as the new action and tap Next

9. Enter details of the email and tap Save to bring the automation workflow to a wrap or tap Continue + new action to add more actions

​Note: You can add as many workflow actions as you want.