Scheduler · Stages

1 · Who & how

Meeting type

Team member Type

Duration (minutes) Room

Override availability (ignore hours, lunch, buffer & notice)

Override ignores working hours, lunch, buffer, and the minimum notice period for this booking. It does not override a conflict — a time the attorney is already booked into is still refused.

Book over a conflict (Court only)

This books the attorney into a time they are already booked into. Use only when one attorney is deliberately covering two Court appearances at the same time — the conflict is stamped onto the appointment's Scheduling Notes. Press “Find available times” again — the busy times only appear as options once this is ticked.

2 · Pick a date

Pick a date to see the attorney's day.

3 · Client details

Attendees

First name Last name

Email Phone

Off-site address Additional attendees (optional — spouse, adult child, advisor)

Signing Documents

Trust Will Deed Probate Docs Other

Prep instructions for the client Client sees this Goes out with the appointment — write it to the client, not about them. Scheduling notes Internal only For the firm. Never shown to the client by this app.

Notify the client (confirmation email/text + calendar invite)

The client will not be notified — no confirmation, no reminder, and no calendar invite. Use this only when a human is telling them directly.

Booked ✓

Working hours (Eastern)

Team member

These are your standing weekly hours. For a one-off — an appointment, a day off, vacation — block the time on your Google Calendar instead and it disappears from booking automatically.