Booking Links


Booking links are a great tool for automating your booking process. A booking link is a generic link that will show available time slots for consultations, etc. based on your availability and any other specifications for the appointment. You can then easily use this link on your website or even share it using an email template.

To create a booking link you must first create your event types. Learn more about event types here.

Default Duration

In order to create a custom booking link for an event type, you must first have a default duration for that event type. You can add default durations by simply clicking the pencil edit icon next to the desired event type on the event settings page.

Creating the Link

Once you have your event types created along with a default duration, you will see  share icon on the right side of the event type. This icon is highlighted in the image below.

Simply click on that button for the event type you wish to create a booking link for. Upon doing so, you will see the following options, explained below.

  1. Choose the firm attendees who this appointment will be for. This indicates whose calendar will be pulled in for availability. You can also select more than one firm user. In that situation, we will combine the calendars and only offer times that both users are available.
  2. Choose the location for this appointment. This is helpful if you need to create different links for different office locations. The link you generate will be specific to the location and the firm users that are specified in this form. If you select more than one location, as shown above, then the person will be able to select which location they prefer.
  3. The booking link will require the person to enter their first name, last name, and email address before they can book. If you would like to include additional fields like phone number or address, select them here. 
  4. This is the unique link that will be linked the specified firm users and location. Copy this link and feel free to place it anywhere you like. You do not need to generate a new link, unless you need to make changes to your selections in items 1-3. As long as those specifications stay the same, you can continue using this static link.

Using the Link

When someone clicks on the link to book an appointment on your calendar, they will see a calendar image, shown below. As they click on each available date, in green, they will see the available time slots for that day on the right side.

Once they have selected a day and time, then they will first be prompted to enter their first name, last name, email address, and any additional fields that you have selected (#3 from descriptions above). 

If that person already exists in your Lawmatics database based on the email address, the new appointment will be booked directly to their existing matter. If there are no matters in the system with their email address, then a new matter will be created with the appointment booked on it.

Any automations that you may have triggering on the particular event type used in your booking link will trigger just like normal.


FAQ's

What is the difference between an appointment request and a booking link?
Appointment requests are sent to an individual directly, either manually from their matter profile or via automation. Since the appointment request is already connected to that particular matter, they will not need to enter their name or email to book. Booking links are generic, and can be used in a more broad setting like on your website or in an email template. Since they are not linked to a particular matter, someone booking from a booking link will need to enter their name and email address in order to book.
How can I be notified when someone books an appointment with me using a booking link?
To turn on your notifications for booking links, go to settings > notification settings. You will see options for Appointment Request Accepted as well as Appointment Request Only Mine Accepted. Turn on the former to be notified any time an appointment is booked from a link or appointment request for the whole firm, or turn on the latter to be notified when an appointment is booked with you specifically. 
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 continuously.