Appointment and Event settings allow you to configure your firm's appointment types, customize confirmations and reminders, and manage event types—all from a central location in your Lawmatics account.
Creating Appointment Types
To create and manage appointment types:
Click the Settings icon (gear in the side navigation).
Select Appointments from the left-hand settings panel.
You’ll arrive at the Appointments/Events Settings page.
Default Appointment Type
By default, you'll see an Initial Consultation appointment type already created and ready to use.
Click the edit pencil icon to adjust its default duration.
Adding New Appointment Types
To create a new appointment type:
Click Add New Appointment Type at the top-right.
Fill out the following:
Name – Name of the appointment type.
Default Duration (optional) – Helps prefill end time when scheduling.
Default Rate – (Visible if you have LMPay set up). Assign a rate if you plan to collect payment at the time of booking.
⏱ A default duration is required if you are using booking links. This defines the length of available time slots.
Location-Specific Appointments
We do not recommend creating separate appointment types for different locations (e.g., "Phone Consultation" vs. "In-Person Consultation").
Instead, use the Location field when booking the appointment.
To add locations:
Go to Settings > Firm Settings.
Add addresses under your firm details.
Then, create Locations associated with each address.
Built-In Appointment Confirmations & Reminders
Lawmatics allows you to configure built-in custom emails and texts for:
Appointment Confirmations
Reminders
No Shows
Cancellations
These can be set up on the Appointments/Events Settings page under the Confirmations & Reminders tab (to the right of Appointment Types).
To learn more, see:
👉 Using Built-In Appointment Emails
Using Appointment Types
Automations
Appointment types appear as automation triggers.
For example, you might want different workflows to run when:
An Initial Consultation is booked
A Signing Meeting is missed
A Follow-Up Meeting is cancelled
Appointment types allow for precise automation logic based on the type of appointment.
⚠️ If you've configured built-in confirmations and reminders in the settings, avoid duplicating them in automations.
Merge Fields
Each appointment type generates appointment-specific merge fields. These can be used in:
Emails
Documents
Text messages
Available merge fields include:
Appointment Date & Time (written format)
Appointment Date & Time (number format)
Day of the Week
Date Only
Time Only
Location
Appointment Host (newly available)
You'll find these under the Appointment Fields dropdown in the email/document editor.
They are automatically created for each appointment type.FAQ's
Can I delete the initial consultation appointment type?
No, this appointment type comes built-in and cannot be deleted. You can adjust the default duration of this appointment type as needed. If this appointment type does not apply to your firm, simply don't select it as the appointment type when booking appointments.
Should I make different appointment types for phone/zoom/in person meetings?
No, we do not recommend creating different appointment types to differentiate based on location. Instead, you will simply select from the Location field when booking the appointment.
Calendar Filtering
When viewing the Calendar (accessible via the left navigation), you can filter by:
Appointment Type
Firm User
This makes it easy to view all appointments of a particular type scheduled for specific team members.
Event Management
The Appointments/Events Settings page also includes controls for Event Type Settings, allowing you to customize and manage your internal firm events.
👉 Learn more about Event Management here.
FAQs
❓ Can I delete the Initial Consultation appointment type?
No, this appointment type is built-in and cannot be deleted.
However, you can edit its default duration or simply avoid selecting it when scheduling appointments if it’s not relevant to your firm.
❓ Should I make different appointment types for phone, Zoom, and in-person meetings?
No, we recommend using the Location field when booking to differentiate these formats.
Avoid creating separate appointment types based on meeting location.
Let me know if you'd like to include updated screenshots or link this article with related guides like booking links, appointment automations, or LMPay setup!