Calendar Creation Form

Systems for Lawyers Onboarding Week 1: Your Law Firm’s Intake Process Calendar Creation Form

Calendar Creation Form

Step 1 of 2

Paid Consultation Information

Name of the calendar (Paid Consultation)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Paid Consultation)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Paid Consultation)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Paid Consultation)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Paid Consultation)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Paid Consultation)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Paid Consultation)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Paid Consultation)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

Free Consultation Information

Name of the calendar (Free Consultation)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Free Consultation)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Free Consultation)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Free Consultation)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Free Consultation)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Free Consultation)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Free Consultation)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Free Consultation)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

Internal Staff Meetings Information

Name of the calendar (Internal Staff Meetings)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Internal Staff Meetings)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Internal Staff Meetings)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Internal Staff Meetings)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Internal Staff Meetings)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Internal Staff Meetings)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Internal Staff Meetings)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Internal Staff Meetings)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

Onboarding Calendar Information

Name of the calendar (Onboarding Calendar)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Onboarding Calendar)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Onboarding Calendar)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Onboarding Calendar)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Onboarding Calendar)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Onboarding Calendar)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Onboarding Calendar)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Onboarding Calendar)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

Offboarding Calendar Information

Name of the calendar (Offboarding Calendar)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Offboarding Calendar)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Offboarding Calendar)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Offboarding Calendar)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Offboarding Calendar)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Offboarding Calendar)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Offboarding Calendar)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Offboarding Calendar)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

Dedicated Calendar Information

Name of the calendar (Dedicated Calendar)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Dedicated Calendar)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Dedicated Calendar)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Dedicated Calendar)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Dedicated Calendar)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Dedicated Calendar)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Dedicated Calendar)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Dedicated Calendar)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

Networking Calendar Information

Name of the calendar (Networking Calendar)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Networking Calendar)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Networking Calendar)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Networking Calendar)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Networking Calendar)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Networking Calendar)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Networking Calendar)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Networking Calendar)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

After-Hours Calendar Information

Name of the calendar (After-Hours Calendar)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (After-Hours Calendar)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (After-Hours Calendar)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (After-Hours Calendar)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (After-Hours Calendar)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (After-Hours Calendar)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (After-Hours Calendar)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (After-Hours Calendar)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

Emergency Calendar Information

Name of the calendar (Emergency Calendar)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Emergency Calendar)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Emergency Calendar)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Emergency Calendar)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Emergency Calendar)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Emergency Calendar)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Emergency Calendar)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Emergency Calendar)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

Individual Calendar Information

Name of the calendar (Individual Calendar)

Enter a descriptive name for this calendar that clearly indicates its purpose (e.g., “Initial Consultations” or “Team Strategy Meetings”).

How long does each appointment last? (Individual Calendar)

Specify how much time should be allocated for each appointment (e.g., 30 minutes, 1 hour, 90 minutes).

How often should an appointment show up on your calendar? (1, 1:15, 1:30) – 5 min, 10 min, 15 min, 30 min, 1 hour) (Individual Calendar)

Indicate the interval between appointment start times. For example, every 15 minutes (9:00, 9:15, 9:30) or every hour (9:00, 10:00, 11:00).

Buffer Time (Pre/Post Appointment) (Individual Calendar)

Specify any buffer time needed before and/or after appointments (e.g., 10 minutes before for preparation, 5 minutes after for notes).

Specify Days of the Week for Booking (Individual Calendar)

Specify which days of the week this calendar should be available for bookings (e.g., Monday-Friday, weekends only, etc.).

Specify Time Periods for appointments (8am – noon BREAK 1:30pm – 4pm) (Individual Calendar)

Enter the time ranges when appointments can be booked. Include any breaks or unavailable periods during the day.

What color do you want the calendar to show up as on your Google? (Individual Calendar)

Choose a color for this calendar to help visually distinguish it from other calendars in your Google Calendar view.

Specify how far in advance clients can book (1 month in advance, 7 days etc) (Individual Calendar)

Specify how far in advance clients should be able to schedule appointments (e.g., 2 weeks, 30 days, 3 months).

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Systems for Lawyers Onboarding

Calendar Creation Form