You can optimize your workflow by scheduling appointments directly from a contact in Lawcus. This feature helps you save time, improve organization, and ensure seamless coordination by effortlessly linking appointments to specific contacts.
How to Schedule an Appointment from a Contact:
Go to the
Contacts
section on the left side menu. Open the contact you wish to schedule an appointment with.Click on the
Calendar
tab within the contact's profile.Select
Add Meeting
and fill in the event details (date, time, and other relevant information).Click
Save
to send the invitation and finalize the appointment.
FAQ Section
FAQ1: Can I see my calendar availability while adding a meeting under a contact?
Answer: You cannot see your calendar availability while scheduling directly under a contact.