Calendar – easy, safe & secure

Booking an appointment to meet your client? Setting up a Zoom call and want to share the details with a prospect? You can do this, and more, all from within Alpha Legal!

The Calendar feature includes the ability to:

• share the appointment instantly with your contact
• add the meeting to your Outlook or Google calendars
• plot the meeting automatically on a map
• see all the appointments, at a glance, on the contact screen or their timeline.

It's now so easy to keep on top of meetings with your prospects and clients. All from within Alpha Legal.

Meet the Meeting Planner

Getting people together for a meeting can be quite a headache, especially if you need to find a time that suits a lot of busy people, but with the Meeting Planner you can easily organise that meeting between your contacts.

To propose a meeting from the Meeting Planner you simply suggest possible times to the required attendees. They receive an email with a link to the response page where they can indicate whether or not they can make the suggested times by clicking ticks or crosses. All required attendees can see the responses, making it clear whether some rescheduling of diary appointments will help make that meeting happen.

When everyone has indicated their choices, the first timeslot that all attendees can make is automatically added to the calendar and a confirmation email is sent. The Meeting Planner is even clever enough to know when you have offered the same timeslot for more than one meeting - when one of these meetings is confirmed, the timeslot is removed as a choice from the others.

If no agreement is reached on the timeslot, the organiser is emailed to suggest alternative dates. Easy!