Booking Links

---

Overview

Booking links are a powerful tool for automating the appointment booking process. A booking link is a generic link that shows available time slots based on your availability and appointment type settings. These links can be shared via your website, email templates, or other digital platforms.

Before creating a booking link, ensure you have:

• Created Appointment Types (Learn more here).
• Set Default Durations for each appointment type.

Note: Appointments are different from Events in Lawmatics. Appointments are for one individual matter, while Events include multiple registrants.

Setting a Default Duration

Before creating a custom booking link, you must set a default duration for the appointment type:

1. Navigate to Settings > Appointments/Events.
2. Click the pencil (edit) icon next to the appointment type.
3. Enter the default duration.

This ensures time slots are correctly allocated when using a booking link.Creating the Link

Creating a Booking Link

Once appointment types and durations are set, follow these steps:

1. Navigate to Appointment Settings.
2. Locate the appointment type you want to create a booking link for.
3. Click the share icon on the right.
4. Configure the following options:
   • Firm Attendees: Select which staff members' availability will be considered.
   • Location: Choose one or multiple office locations (users can select a location when booking).
   • Additional Fields: Optionally include phone number, address, or other required fields.
5. Copy the generated booking link.

The booking link is static, meaning you do not need to generate a new link unless you change firm attendees or locations.

Using the Booking Link

When a client clicks the booking link:

1. A calendar appears displaying available appointment dates.
2. Selecting a date reveals available time slots on the right.
3. The client enters their first name, last name, email, and any additional required fields.
4. Lawmatics checks for an existing matter:
   • If a matching email exists, the appointment is linked to that existing matter.
   • If no match is found, a new matter is created.
5. Any automations linked to the appointment type will trigger as normal.

Tip: You can also use Booking Forms to gather additional information before scheduling. Learn more here.

Notifications & Tracking

To receive notifications when someone books an appointment:

1. Navigate to Settings > Notification Settings.
2. Enable one of the following:
   • Appointment Request Accepted – Receive notifications for all firm-wide bookings.
   • Appointment Request Only Mine Accepted – Receive notifications only for appointments booked with you.

---

FAQs

What is the difference between an Appointment Request and a Booking Link?

• Appointment Requests are sent directly to a specific matter (via manual selection or automation). The recipient does not need to enter their name or email.
• Booking Links are generic and can be used broadly (e.g., on websites, emails). Since they are not linked to a specific matter, clients must enter their name and email to book.

Do I need to generate a new booking link every time I want to use one?

No, booking links are static and can be used repeatedly until firm attendees or locations change.

By leveraging booking links, you can streamline your appointment scheduling, reduce manual coordination, and ensure an efficient booking process in Lawmatics.