Today we are talking all about scheduling tools.
When we say “scheduling tools,” we’re talking about apps that allow referral sources, clients, and potential clients to schedule a time in your calendar to meet with you. These tools are truly fantastic. The capabilities they offer and the flexibility they allow for both you and your clients could be a game-changer in your law firm.
In this episode, we discuss exactly why and how you should be using these scheduling tools. We go over each of the features these tools offer that you don’t want to miss out on. Finally, we cover which scheduling tool may be best for you to use.
Whether you’re brand new to scheduling tools or have heard of them but have hesitations, tune in to learn the countless benefits of using this resource to take your law firm to the next level.
- The various benefits of scheduling tools.
- How to use a scheduling tool without losing control of your calendar.
- How these tools can enhance the quality of your customer service.
- Why you should create different types of appointments.
- Seven features of scheduling tools that you should utilize.
- How to decide which software to use in your law firm.
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1. If you aren’t already using a scheduling tool, go to Calendly.com and sign up for a free account. It will limit you in the number of appointments that you can make but it’s a great way to start using it and getting a feel for the possibilities.
2. If you are using a scheduling tool, start talking to your team about how you’re using it and write down some guidelines that you want to follow. For example, (1) never let the person scheduling the appointment pick the type of appointment, (2) never refuse to schedule over the phone; in that case, schedule the appointment in the tool for them.
3. Brainstorm the different types of appointments that you want to set up. Generally, the more detailed the better. This ensures that you know what the appointment is for when you see it on the calendar and that the client knows what to expect as well. Some common examples are a consultation for a potential new client, a short status update call with an existing client, or a 2-hour trial prep with a current client or witness.