How to Configure Availability Templates

Enable Portal Clients and Attorneys to Self-Schedule Events

  1. Home
  2. Events
  3. How to Configure Availability Templates
Last updated 10 months ago

How to Configure Availability Templates

To use this article: sign in to eCourtDate here.

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:

 

Availabilities link in eCourtDate main navigation

Step 2: Choose a Name, then click on the Add Availability button:

 

Ex: Office Appointment

add availability

 

Step 3: Click on the newly created Availability in the table:

 

Example Office Appointment availability

 

Step 4: Choose a Portal to host the Availability link:

 

edit availability

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.

 

 

Example Event Type

 

 

Step 6: Fill in a Description to show on the booking link:

 

 

Example Availability Description

Step 7: Fill in your desired scheduling rules:

 

Example Scheduling Rules with Event Duration, Start Time, and Max Events

 

Step 8: Add any emails and phones to receive booking notifications:

Example comma-separated phones and emails to notify bookings

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:

 

save availability button

Get Help from the eCourtDate Team

Schedule a Virtual Meeting