Firm & DMS · Wissen und Organisation
Appointments: Set Up Availability, Appointment Types and Online Booking
Enlarge imageThe Appointments page shows the upcoming appointments at the top; as long as there are none, a checklist names what is still missing for online booking: set availability windows and activate and make public at least one appointment type. Below, you create weekly time windows in the firm’s local time from which the bookable times are calculated, and define appointment types with duration, format and lead time. “Public” means that a type appears on your booking page. You manage deadlines not here but under “My work”.
To the feature: Client portal →Watch the video →
All recordings use fictional sample data – no real cases, people or file numbers. AI output can contain errors and does not replace legal advice.
