Consultations are a key part of the immigration workflow. LollyLaw makes it simple to schedule a consultation, link it to your office's linked calendar system (e.g., Google Calendar or Outlook Calendar), and, if desired, accept payment for the consultation.
This article will cover how to perform those steps in your LollyLaw account.
Scheduling a Consultation and Linking it to a Calendar
Click on the Contacts tab
Go to the existing contact record or create a new contact record for the person you would like to schedule a consultation for
On the Snapshot page of the contact record, go to the Consultations card and click the Add button to add a new consultation entry
A drawer will open where you can add the details of the consultation
Add the necessary consultation details, including the linked calendar you would like to add this consultation to, the date and start/end time, a rate and amount if any, location, and invite any attendees
You will also have an opportunity to specify whether the consultation will include a client interaction (and if, so, what type), require a specific client facing note, and/or trigger an SMS notification
Add any required notes
Click Save to save your consultation entry to the contact record
Once saved, your consultation entry and notes will be accessible internally to your office's LollyLaw users via the Contact record, where the consultation can be viewed and updated. When saved to a linked calendar, the event will also appear in the linked calendar system at the specified date and time.
Please note: to save to a linked calendar, the calendar integration must be enabled and the specified calendar must be added as a linked calendar. For more information on enabling calendar integrations, please reference our help article on Setting up Calendars.
Steps to Accept Payment for a Consultation
On the Contact>Snapshot page, click on the more options button next to the consultation record, then click Process Payment
Select the option to Process Payment
Complete the required form fields and payment method
Press Save to initiate the charge
