WEBINAR: Online Scheduling Tips for Legal & Finance Professionals with ScheduleOnce (Free)


On Tuesday, August 21, from 12:00 p.m. to 1:00 p.m. EST, join us for a free webinar covering online scheduling best practices for your business! 

We'll focus on scenarios specific to legal and finance professionals who own and/or operate a small business, but any service-oriented business owner-operator will benefit from these tips.

Dmitri Khaikin from ScheduleOnce and Maddy Martin from Smith.ai will discuss ways to use ScheduleOnce to:

  • Automate appointment booking with easy, self-serve scheduling solutions for leads & existing clients
  • Capture & convert more leads
  • Collect payment for consultations & appointments
  • Reduce cancellations & no-shows
  • Manage & monitor calendars for you & your staff
  • Run a more productive business with smart integrations & workflows with your CRM, marketing automation software, and¬†virtual receptionist services¬†like Smith.ai

Event Details

Topic: Online Scheduling for Finance & Legal: Engaging with Clients & Prospective Clients

When: Tuesday, August 21, at 12:00 p.m. EST

Duration: 60 minutes

Where: Online via GoToWebinar

Cost: Free!

Registration: RSVP online

Who this is for: This webinar will focus on tips for legal & finance professionals, but anyone is welcome to join. The advice will be applicable to other professionals in service-oriented businesses like IT consulting, marketing & advertising agencies, real estate agents, design firms, and more.

Learning level: All levels. Whether you are new to online scheduling or a power user, you will learn actionable ways to improve scheduling efficiency in your small business, convert more leads with smart, automated workflows, and deliver an easier scheduling experience to existing customers.

We'll cover basic and advanced options like self-serve scheduling for leads & clients, payments, round-robin vs. priority-order scheduling, adding scheduling prompts to lead-nurture drips, website embedding options, and much more. Note: If you can't make it on August 21, RSVP anyway to ensure you receive a copy of the webinar recording!

Get Started with Smith.ai & ScheduleOnce

Want to connect your Smith.ai and ScheduleOnce accounts? Read this blog post for more information on Smith.ai's integration with ScheduleOnce, and directions for connecting your accounts for easy, automated appointment scheduling with our virtual receptionists.


We're here to help you make the most of your Smith.ai receptionists, so please reach out if you have questions about calendar integrations and appointment booking services, or anything else related to services we offer. Our support team is available Monday through Friday by phone at (650) 727-6484 and by email at support@smith.ai.

Business Education
Law Firm
Written by Maddy Martin

Maddy Martin is Smith.ai's SVP of Growth. Over the last 15 years, Maddy has built her expertise and reputation in small-business communications, lead conversion, email marketing, partnerships, and SEO.

Take the faster path to growth.
Get Smith.ai today.

Affordable plans for every budget.

Sign up for our newsletter

By signing up, you agree to receive news & updates from Smith.ai.
Thank you!
Your submission has been received.
Yikes! Something went wrong while submitting the form.

Take the faster path to growth.
Get Smith.ai today.

Affordable plans for every budget.