{"id":11810,"date":"2024-03-19T10:41:28","date_gmt":"2024-03-19T10:41:28","guid":{"rendered":"https:\/\/docs.daftra.com\/?post_type=user_manual&#038;p=11810"},"modified":"2024-03-24T07:05:41","modified_gmt":"2024-03-24T07:05:41","slug":"clients-appointments","status":"publish","type":"user_manual","link":"https:\/\/docs.daftra.com\/en\/user_manual\/clients-appointments\/","title":{"rendered":"Clients Appointments"},"content":{"rendered":"<section class=\"wpb-content-wrapper\"><p>[vc_row][vc_column][vc_column_text]Daftra provides a comprehensive set of services for effective appointment management. Daftra allows users to easily schedule court dates, hearings, and other client appointments. It sends reminders and notifications to ensure that crucial dates are not missed. The system\u00a0is intended to increase efficiency, save time, and contribute to a more professional client experience, making it an ideal choice for legal professionals.<\/p>\n<p>&nbsp;<\/p>\n<p>[\/vc_column_text][\/vc_column][\/vc_row][vc_row][vc_column][vc_custom_heading text=&#8221;Adding a New Appointment&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711263235286{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]From the main menu click on &#8220;<strong>Clients<\/strong>&#8220;, and from the dropdown menu choose\u00a0&#8220;<strong>Appointments<\/strong>&#8220;,<\/p>\n<p>then click on &#8220;<strong>New Appointment<\/strong>&#8221;<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Law-firm-2-3.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter wp-image-11814 size-full\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Law-firm-2-3.png\" alt=\"\" width=\"1366\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Law-firm-2-3.png 1366w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Law-firm-2-3-300x139.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Law-firm-2-3-1024x475.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/Law-firm-2-3-768x356.png 768w\" sizes=\"auto, (max-width: 1366px) 100vw, 1366px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>You&#8217;ll be directed to the page where you should fill in the appointment details which are:<\/p>\n<ol>\n<li>Select the\u00a0<strong>\u201cClient\u201d<\/strong>\u00a0from the account client list.<\/li>\n<li>Set the date and time of the appointment from the\u00a0<strong>\u201cDate\u201d<\/strong>\u00a0field.<\/li>\n<li>Enter the\u00a0<strong>\u201cDuration\u201d<\/strong> value to set the period the appointment will take.<\/li>\n<li>Select the required action from the\u00a0<strong>\u201cActions\u201d<\/strong> list.<\/li>\n<li>Add\u00a0<strong>\u201cNotes\u201d<\/strong>\u00a0for the appointment in the attached text editor with formatting tools.<\/li>\n<li>You can choose from a set of available options such as:\n<ul>\n<li><strong>Share with Client:<\/strong>\u00a0Send appointment details to the client\u2019s page<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<ul>\n<li>For the client to view the appointment, the permission to view appointments must be set on their page. For more details, refer to the guide <strong>\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/setting-up-client-settings\/\">Client Settings<\/a>\u201c<\/strong><\/li>\n<\/ul>\n<p>[\/vc_message][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]<\/p>\n<ol>\n<li style=\"list-style-type: none;\">\n<ul>\n<li><strong>Recurring:<\/strong>\u00a0The appointment will be repeated at fixed intervals until a specified date.<\/li>\n<li><strong>Assign to staff members:<\/strong>\u00a0One or more employees are chosen to view and follow up on the appointment with the client.<\/li>\n<\/ul>\n<\/li>\n<\/ol>\n<p>[\/vc_column_text][vc_message message_box_style=&#8221;3d&#8221; message_box_color=&#8221;sky&#8221; icon_fontawesome=&#8221;fas fa-book&#8221;]<\/p>\n<ul>\n<li>This employee needs to be a (user) and be able to use the account.\n<ul>\n<li>Refer to the guide [<strong>\u201c<a href=\"https:\/\/docs.daftra.com\/en\/tutorial\/adding-a-new-user\/\">Adding a User<\/a>\u201c].<\/strong><\/li>\n<li>See the topic [\u201c<strong><a href=\"https:\/\/docs.daftra.com\/en\/user_manual\/difference-between-employees-and-users-in-daftra\/\">The Difference Between an Employee and a User in Daftra<\/a><\/strong>\u201d].<\/li>\n<\/ul>\n<\/li>\n<\/ul>\n<p>[\/vc_message][vc_custom_heading text=&#8221;Edit Appointment&#8217;s Actions List&#8221; font_container=&#8221;tag:h2|font_size:28|text_align:center|color:%2304306b|line_height:2&#8243; use_theme_fonts=&#8221;yes&#8221; css=&#8221;.vc_custom_1711263746495{margin-left: 200px !important;background-color: #f6f9fc !important;border-radius: 4px !important;}&#8221;][\/vc_column][\/vc_row][vc_row][vc_column][vc_column_text]You can customize the actions list and add, edit, or delete any action you need.<\/p>\n<p>To do so, click on &#8220;<strong>Actions<\/strong>&#8220;, then from the dropdown menu click on &#8220;<strong>Edit Actions List<\/strong>&#8221;<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-4.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11819\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-4.png\" alt=\"\" width=\"1177\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-4.png 1177w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-4-300x161.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-4-1024x551.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-4-768x413.png 768w\" sizes=\"auto, (max-width: 1177px) 100vw, 1177px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>A floating screen will appear where you can delete, edit, or add a new action by clicking on the &#8220;<strong>+ Add New Action<\/strong>&#8221;\u00a0 button as illustrated in the following image:<\/p>\n<p>&nbsp;<\/p>\n<p><a href=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-5.png\"><img loading=\"lazy\" decoding=\"async\" class=\"aligncenter size-full wp-image-11821\" src=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-5.png\" alt=\"\" width=\"1161\" height=\"633\" srcset=\"https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-5.png 1161w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-5-300x164.png 300w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-5-1024x558.png 1024w, https:\/\/docs.daftra.com\/wp-content\/uploads\/2024\/01\/law-firm-2-5-768x419.png 768w\" sizes=\"auto, (max-width: 1161px) 100vw, 1161px\" \/><\/a><\/p>\n<p>&nbsp;<\/p>\n<p>By following the steps in this tutorial you&#8217;ll be able to add a new appointment for a client and organize your daily appointments.[\/vc_column_text][\/vc_column][\/vc_row]<\/p>\n<\/section>","protected":false},"author":23,"template":"","categories":[5241],"tags":[],"class_list":["post-11810","user_manual","type-user_manual","status-publish","hentry","category-law-firms-and-legal-practice"],"yoast_head":"<!-- This site is optimized with the Yoast SEO plugin v17.8 - https:\/\/yoast.com\/wordpress\/plugins\/seo\/ -->\n<title>Clients Appointments - Daftra Knowledge Base<\/title>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/docs.daftra.com\/en\/user_manual\/clients-appointments\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"Clients Appointments - Daftra Knowledge Base\" \/>\n<meta property=\"og:description\" content=\"[vc_row][vc_column][vc_column_text]Daftra provides a comprehensive set of services for effective appointment management. 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