ADR Notable Scheduling Overview
Calendars, neutral availability, public booking pages, polls, round robin, and the difference between firm-admin and neutral views.
Scheduling in ADR Notable is how firm users can see when neutrals are free, invite people to meetings, and lets outside parties book time — from a public panel page, an embeddable calendar, or a scheduling poll. This guide covers the full capability.
Jump to: Neutral View (Firm Users); Firm Administrator View
Who this guide is for
There are three user types that can utilize Scheduling:
• Firm administrators — set up and manage firm scheduling: meeting types, working hours for the team, public booking, polls, round robin, reminders, and calendar connections.
• Neutrals (mediators and other firm users) — keep their own calendar, working hours, offered meeting types up to date, and can respond to invitations.
• Outside parties — book a meeting from a public panel / calendar page, or vote on a poll from an email link. They do not sign in to ADR Notable.
Who can do what?
| Action | Firm admin | Neutral / firm user | Outside party |
| Open Scheduling from the sidebar | Yes | Yes (if the firm has Advanced Scheduling enabled) | No |
| View own calendar, working hours, meeting types | Yes | Yes | No |
| Manage Firm Scheduling (full setup) | Yes | No | No |
| Create meetings and block time for the firm | Yes | Responds to invitations; sees own calendar | No |
| Create and finalize polls | Yes | No | Votes via email link |
| Review public booking requests | Yes | May be the requested neutral | Submits a request |
| Connect Google, Microsoft, and/or Zoom | Firm-level connections | Personal calendar Share on/off | No |
| Publish the public panel / booking page | Yes | Appears on the page if listed | Uses the page |
NOTE - Scheduling is only available when Advanced Scheduling is enabled for the firm (a firm setting, typically set by the ADR Notable team or the firm administration).
If you open Scheduling and no eligible firm is available, you will see: “You don't have access to scheduling features. No firms with advanced scheduling are available.” If you belong to more than one firm, only firms with Advanced Scheduling appear in the firm dropdown.
The Scheduling screen (neutral view)
The page has three tabs: Calendar, Working Hours, and Meeting Types. Firm admins also see a Manage Firm Scheduling button.
Calendar tab
This is your personal scheduling calendar for the selected firm. Click an ADR meeting or block time to open details, respond, or (when allowed) reschedule. Connect calendar accounts (Google, Microsoft) from the calendar toolbar. ADR Notable does not re-import its own invitation events from Google (it filters events whose calendar UID contains adrnotable), so you will not see duplicates of the same meeting.
Color-coded events come from:
• ADR — meetings created in ADR Notable.
• Block Times — availability windows the firm (or you) published so others can book you.
• Google — events from a connected Google Calendar (if sharing is on).
• Microsoft — events from a connected Microsoft 365 calendar (if sharing is on).
Working Hours tab
Working hours are the weekly timeframes when you can be offered as available on public booking pages and when selecting poll time slots. A firm admin can also set or update working hours for any firm user under Manage Firm Scheduling → Users & Working Hours.
Meeting Types tab
The firm administrator defines meeting types (name, duration, in-person / virtual / URL). On this tab users can only turn types On or Off for themselves.
• On — you offer that type. It can appear on the public panel and in booking.
• Off — labeled Not offered. Clients will not see the user when selecting that meeting type.
If the firm has not created any types yet:
• Admins see: “Your firm hasn't created any meeting types yet. Go to firm scheduling settings and add some.”
• Everyone else sees: “Your firm hasn't created any meeting types yet. Ask an admin to add some.”
Manage Firm Scheduling (firm admin view)
Firm administrators can access the firm level scheduling by navigating one of the following paths: Scheduling → Manage Firm Scheduling, or Firms → Display/Edit the firm → Firm Scheduling.
At the top of the page, Meeting Statistics show (for the next 7 / 14 / 30 days): Scheduled Meetings, Pending Responses (awaiting confirmation), and Block Times (available slots).
Below that, expand the panels as needed to access firm level settings. They are described below:
-
Calendar (firm) - The firm Calendar panel is the shared scheduling calendar: meetings, block times, and connected court / master calendars. Use it to see the teams calendar, not only yourself.
- Block time - Block time is an availability window — “this person (or group) can be booked here” — not a confirmed meeting. Recurring block times can exclude specific dates. Neutrals respond for a single occurrence or the series.
- Invitations: public vs private attendees - When you invite people to a meeting or block time Public attendees receive a shared calendar invite that lists the other public attendees. They can see one another. Private attendees each get their own invite. They do not see other participants on the calendar file.
- Users & Working Hours - Firm admins see the firm user list here and can set working hours for each person. Those hours, plus connected calendars with Share On, drive what the public booking page shows as free.
- Groups / Panels - Groups (also called panels) are named lists of neutrals used for invitations and for the public professional panel. Public groups can appear on the firm’s public panel page. Private groups are for internal scheduling only.
- Meeting Types (firm level) - Create types such as Initial Consultation, Mediation Session, or Follow-up. Built-in default types can be shown or hidden with Default Meeting Types Enabled. Custom types can be edited or deleted. Select on a card starts a block-time form for that type.
- Round Robin - Round robin automatically picks an available neutral when a visitor books from the public page without choosing a specific person (for example Request earliest available).
- Neutral Availability - This admin table shows each mediator’s free/busy for a date range. Use it before you invite, or when a poll cannot find a common slot.
- Booking Requests & Settings - When someone books from the public page and approval is required (or the booking could not be auto-scheduled), a row appears here. The Settings sub-tab (public booking visibility) is where Default Meeting Types, Minimum Availability, and Public Visibility Window can all be managed.
- Booking Questions - Optional extra questions on the public booking form (for example matter type or preferred location). Answers are stored with the booking request. Changing a question later does not rewrite answers already submitted.
- Meeting reminders - Configure meeting reminders. Reminders go to meeting attendees. If the firm-level switch is off, no reminder emails are sent even if times are saved.
- Connections - Connect Zoom for video conferencing, Master Calendar (firm Google or Microsoft 365 account used as the firm’s shared calendar,) and Court Calendars (one Google or Microsoft connection per court on the firm.)
- Public panel and embeddable booking calendars - Edit the firm’s public professional panel. This is the page clients and counsel use to book/request meeting times. The page is either provided to them via a link, or embedded on the firms website.
- Scheduling polls - Create, remind, finalize, or delete polls.
- Case Sessions - Meetings linked to a case also appear on the case Sessions list (past and upcoming, including recurring occurrences). Outcomes can be saved per occurrence or applied to following dates.