How to Schedule an Appointment from Anywhere in Lawmatics | Scribe

    How to Schedule an Appointment from Anywhere in Lawmatics

    • Betsy Nigro |
    • 18 steps |
    • 35 seconds
    1
    Navigate to [https://app.lawmatics.com/dashboard](https://app.lawmatics.com/dashboard)
    2
    Press [[shift]] + [[a]]
    3
    Update the Appointment Type
    4
    Click the Appointment Type you want to schedule.
    5
    Optional: Update the "Display Name" field.
    6
    Select the Location for the appointment.
    7
    Optional: Add any Additional Attendees
    8
    Change the "Start Date" field
    9
    Click "SELECT TIME"
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    Update the Start Time
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    Click "OK"
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    For Attendee, select the Matter (not the contact if they are a lead or client).
    13
    Optional: Update the "Appointment Description" field.
    14
    Optional: Toggle "Send Reminder"
    15
    Select the time before the appointment to send the attendee an email reminder.
    16
    Optional: Toggle "Send Calendar Invite"
    Optional: Toggle "Send Calendar Invite"
    alert ordinal icon
    Alert! If you toggle "Send Calendar Invite" the attendee will be able to see the appointment name and description. Do not write notes in the appointment description that you do NOT want the attendee to see if you choose to send the calendar invitation.
    17
    Click "CREATE APPOINTMENT"
    18
    Need help? Contact us at 720-909-3226 or visit our website at [https://efficientesq.com/](https://efficientesq.com/).