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Appointment types allow you to differentiate between various types of appointments, such as initial consultations, follow-up meetings, or signing meetings. This distinction is important for automation purposes—allowing specific workflows to be triggered based on the type of appointment that is booked.

When booking a new appointment for a matter or contact, you must select an appointment type. Even if you don’t use automation for every type, selecting one remains an essential step.

📌 Appointments are different from Events. Learn more about Events here.

You will see a preloaded Initial Consultation appointment type.

To create custom appointment types:

⏱ If you plan to use booking links, setting a default duration is essential to define how long each time slot will be.

Avoid creating separate types for “Phone Consultation” vs “In-Person Consultation.”
Use the Location field during appointment setup instead.

Appointment confirmations are built-in and automatically sent after an appointment is booked.

Step 1: Go to the Automations > Reminders page and click the Reminders tab.
​Step 2: Click Appt. Confirmations in the left-hand menu (or click here).
​Step 3: Click the "Add Appt. Confirmation" button in the top right corner.
​Step 4: Build your email and/or text confirmation. Use merge fields for appointment date, time, and location.
​Step 5: Choose the appointment type(s) this confirmation should apply to.
​Step 6: Click Save.

📌 You can create one general confirmation for all types or tailor specific ones per appointment type.

Reminders are optional, but highly recommended to reduce no-shows.

Step 1: Go to the Automations > Reminders page and click the Reminders tab.
​Step 2: Click Appointments in the left-hand menu (or click here).
​Step 3: Click the "Add Appt. Reminder" button in the top right corner.
​Step 4: Customize the timing (e.g., 1 day before), message content, and select appointment types.
​Step 5: Add as many reminders as you'd like per appointment type.
​Step 6: Click Save.

Use this to automatically send emails when an appointment is canceled or marked as a no-show.

Step 1: Go to the Automations > Reminders page and click the Reminders tab.
​Step 2: Click Appt. Cancelations/No Shows in the left-hand menu (or click here).
​Step 3: Click "Add Appt. Cancelation/No Show Message" in the top right corner.
​Step 4: Build the message you’d like to send for canceled or missed appointments.
​Step 5: Choose which appointment types this applies to.
​Step 6: Click Save.

For all of the options above—confirmations, reminders, and cancellations/no-shows—you can choose to send an email, a text message (SMS), or both. Simply select your preferred delivery method when creating or editing the message. This ensures clients are notified through the channels that work best for them.

You can set up different messages based on:

Each appointment type automatically generates merge fields that you can use in emails and documents. These include:

These fields appear in the appointment fields dropdown when editing email content.

✅ If using appointment type merge fields in automation emails, make sure they match the appointment type used as the trigger condition.

Appointment types appear as triggers in automations. You can trigger workflows based on:

⚠️ Avoid duplicating reminders/confirmations in automations if already configured in settings.

Instead, use automations for:

You can also trigger actions before or after an appointment.
Examples:

Learn more about appointment automations here.

When viewing your calendar in Lawmatics, you can filter by:

This helps you quickly view all appointments of a certain type for any team member.

No. This type is built-in and cannot be deleted.
If you don’t use it, simply avoid selecting it when booking.

No. Use the Location field during appointment setup instead of creating separate types for each format.