Connect, Integrate, and Work Faster
Actionstep’s calendar allows you to open tasks and matters directly from the calendar screen, easily share your personal calendar with other users, and create shared calendars for resources such as boardrooms or shared schedules.
Link Appointments to Matters
Everything is connected. You can link your appointments to matters, open them from the calendar, and even view related appointments.
Connecting your existing Microsoft Exchange, Office 365, or Google Calendar to Actionstep’s calendar means you can view all your information from within the system, or your existing software, all in real-time.
Custom Calendar Reports
Using Actionstep’s flexible list view features, you can create custom calendar reports that combine appointments, matters, and accounting data. Much like other Actionstep list views, these can be exported to an Excel file, or emailed to you daily or weekly.
Cashflow is a shining example of the power of a fully-integrated system. When you add an appointment and link it to a matter, Actionstep can tell you if the client owes you money. This allows you to gently remind clients of any arrears when you meet with them. If you collect any money at the appointment, then you can record it through the calendar.