Enable Portal Clients and Attorneys to Self-Schedule Events
Use the Availability Templates feature to create bookable events based on dynamic schedules.
Step 1: Click on Events / Availabilities in the main navigation:
Step 2: Choose a Name, then click on the Add Availability button:
Ex: Office Appointment
Step 3: Click on the newly created Availability in the table:
Step 4: Choose a Portal to host the Availability link:
Read this article on how to create Portals.
Step 5: Fill in the Event Type. Any events with the same type will be included in the scheduling rules (including events created from other sources such as Uploads).
All events will be included in the scheduling rules without an event type.
Step 6: Fill in a Description to show on the booking link:
Step 7: Fill in your desired scheduling rules:
Step 8: Add any emails and phones to receive booking notifications:
Step 9: Choose an Auto Message to require the booker to click to confirm their request:
Step 10: Click on Save Availability to save any changes: