4. If not a current client or potential client or they don't want to book a time to talk...
I’d be happy to connect you to the firm’s voicemail where you can leave a message for anyone on the team and it will be routed to them. Please leave your name, telephone number, and email address to ensure a prompt reply.
VM dial: 3992.
5. Cancellations/Reschedules
The easiest thing for me to do is let the team know you can’t make your time and book you a new one right now.
Did you need help with estate planning or probate?.
Click the corresponding button.
WHEN DONE rescheduling or if just want to cancel please email maria@cmslawfirm.com the person’s name and that appointment scheduled for _____ has been cancelled.
Estate Planning Consult - PHONE
1. In the calendar select Pacific time zone.
2. Make sure PACIFIC TIME is ALWAYS chosen.
3. Offer the next two days available (NOT the same day).
4. Within the day chosen, offer morning and afternoon time (if available).
5. Click on the time chosen and select "continue."
6. Complete all the information requested.
7. NOTE: do not place notes for the business in the booking notes - clients CAN see them.
Probate Consult - PHONE
1. In the calendar select Pacific time zone.
2. Make sure PACIFIC TIME is ALWAYS chosen.
3. Offer the next two days available (NOT the same day).
4. Within the day chosen, offer morning and afternoon time (if available).
5. Click on the time chosen and select "continue."
6. Complete all the information requested.
7. NOTE: do not place notes for the business in the booking notes - clients CAN see them.
Current Client - PHONE
1. Okay, do you need to talk with Suzanne, Erica, or Chris?
2. Choose the calendar with the name they choose.
3. Ask them what time zone they are in and in the calendar select the right time zone.
4. Offer the next two days available (NOT the same day).
5. Within the day chosen, offer morning and afternoon time (if available).
6. Click on the time chosen and select "continue."
7. Complete all the information requested.
8. NOTE: do not place notes for the business in the booking notes - clients CAN see them.
