Coordinate the firm calendar
Review appointments and events without broadening private access.
- 1 min read
- Who this is for: Law firms
- Last reviewed
Before you start
- Before you start
- Active membership; managing events requires calendar permission.
- Who can do this
- Calendar visibility does not grant private chat, note or personal Vault access.
Steps
- Open Firm calendar and choose an available period or view. Find the event or appointment to coordinate.
- Open its detail and check date, time, professional and associated office or resource. Distinguish calendar activities from client bookings.
- With management permission, create or update events using available controls. Review conflicts and confirm changes.
Part 1 of 4