Thursday, 5 August 2021

Meeting planner on way in Alpha Legal

We're making some big changes to the calendar feature in Alpha Legal.

Alpha Legal's meeting calendar

The first change we're making is to help you to book meetings with more than one person.  Suppose you have a Will review with a client and they want their children to be at the same meeting (either physical or virtual, via Zoom or Teams).  You'll soon be able to add everyone into the meeting appointment within Alpha Legal so that everyone gets the invitation and you also have their contact details to use when prospecting for new business.

The second change will help when you need multiple people to attend a meeting and finding a suitable slot is proving complicated (isn't it always!).  The new Meeting Planner feature will enable you to suggest a number of slots to any number of people.  Each attendee will be able to mark the appointments that work for them until a suitable time is found.  So much easier than emailing or calling everyone to find something that works for everyone.  Perfect for Trust meetings, of course.

We're hoping to publish these changes in September - watch out for the update.

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