Calendar sync coming soon
Appointments beside the case they belong to
Home visits, video calls and signings for every adviser, booked from the case and kept in step with the Microsoft 365 or Google Workspace calendar your firm already uses.
This week
Synced with Alex’s Microsoft 365 calendar · 2 minutes ago
No double-booking
Alex’s week, with Outlook’s busy time built in
- Willbench appointment
- Busy in Outlook
- Signing
Mon12
Tue13
Wed14
Thu15
Fri16
09:0010:0011:0012:0013:0014:0015:0016:00
Wednesday 10:00 is not available. Alex is busy in Outlook until 12:00. Willbench offers the next free slot instead.
Calendar sync
Works with the calendar you already use
Each adviser connects their own work calendar. Sync runs both ways: appointments booked in Willbench appear in the calendar, and busy times from the calendar show in Willbench, so nobody is double-booked.
Microsoft 365
For firms on Office 365. Appointments show in Outlook on the desktop, the web and your phone.
Google Workspace
For firms on Google. Appointments show in Google Calendar wherever you check it.
- Client name, address and case reference on the event
- Changes and cancellations kept in step
- Busy times blocked, so advisers can’t be double-booked
- Each adviser connects their own calendar
- Disconnect at any time
However you meet your clients
- Home visitAddress on the event
- Video callDraft reviews
- Office meetingClients who come to you
- Signing and witnessingThe step that makes it valid
One diary for the whole firm
Connect Microsoft 365 or Google Workspace on day one.