1. Activate your Appointment Types

  1. Go to LawTap.com.
  2. Click "Sign In" and sign in to your LawTap account.
  3. In the top navigation menu, click "Appointment Types".
  4. The "Phone Call" appointment type is activated by default. To activate other appointment types, click the "Activate" button next to the appointment type.

You can then edit the appointment type(s) to suit your requirements:

2. Edit your Appointment Types and Availability

Click the "Edit" button next to the appointment type that you want to edit.

Edit Phone Call or Meeting at Client's Location Appointment Type

  1. Select your available days and times
    Monday to Friday from 9am to 5pm is selected by default, but you can select the days and times that fit when you work. Lawyers who have after hours and weekend appointments available receive more bookings.
  2. Appointment Name
    This is populated by default (eg, "Phone Call with Firstname Surname"), but you can rename this to suit your purposes. For example, Initial Call with LawyerName (15 min).
  3. Appointment Description
    This is populated by default, but you can rename this and add further information to suit your purposes. For example, "Initial 15 minute phone call to understand if I can help you with your legal matter".
  4. Duration
    This is populated by default. You can select from the drop-down list.
  5. Before Padding
    If you need some leeway before appointments, you can select the amount of padding you need. Otherwise, select "None".
  6. After Padding
    If you need some leeway after appointments, you can select the amount of padding you need. Otherwise, select "None".
  7. Appointment No Earlier Than
    If you need a certain amount of notice before appointments, you can select appointments no earlier than 0.5 hours up to 1 week. Otherwise, select "None". 
  8. Appointment No Later Than
    You can book clients and allow clients to book up to 90 days in advance.
  9. Appointment Form (Client Intake)/Notes from Lawyer to Client
    By default, this is "Please provide a short summary of your legal question or matter". You can include more notes as needed (for example, you might ask for the name of the other party if you are a litigation or family lawyer).
    Go to: How Do I Create a Client Intake (Appointment) Form?
  10. Existing Clients Only
    If you only offer a particular appointment type to existing clients, but not new clients, then select this check box. Otherwise, leave unchecked.
  11. Post-Appointment Client Reviews
    It's important to keep post-appointment reviews selected because lawyers who have client reviews receive more client bookings. However, you can select the check box to turn off reviews for an appointment type.
  12. Allow Client Reschedule?
    By default, clients are enabled to reschedule their appointment with you (if needed).
  13. Lawyer and Client Automated Notifications
    Choose what notifications you and your clients receive for each appointment type.
  14. Click "Save"
    Click the "Save" button to save your changes.

Edit Meeting at Lawyer's Office Appointment Type

  1. Select your available days and times
    Monday to Friday from 9am to 5pm is selected by default, but you can select the days and times that fit when you work. Lawyers who have after hours and weekend appointments available receive more bookings.
  2. Appointment Name
    This is populated by default (eg, "Meeting at FirstName Surname's Office"), but you can rename this to suit your purposes. For example, "Initial Consultation at FirstName's Office (1 hr)".
  3. Location
    Your primary address is selected by default. You can select another address that you have entered from the drop-down list. If you need to add a new location (such as another office address or a court address) see "How Do I Add Multiple Office Locations in LawTap?" to first add the new location.
  4. Appointment Description
    This is populated by default, but you can add more information this to suit your purposes. For example, "First Consultation at my Sydney Office. Allow 1 hour. $300 fixed fee".
  5. Duration
    This is populated by default. You can select from the drop-down list.
  6. Before Padding
    If you need some leeway before appointments, you can select the amount of padding you need. Otherwise, select "None".
  7. After Padding
    If you need some leeway after appointments, you can select the amount of padding you need. Otherwise, select "None".
  8. Appointment No Earlier Than
    If you need more notice before appointments, you can select a time period from the drop-down list. Otherwise, select "None".
  9. Appointment No Later Than
    You can book clients, and allow clients to book, up to 90 days in advance.
  10. Appointment Form (Client Intake)/Notes from Lawyer to Client
    By default, this is "Please provide a short summary of your legal question or matter". You can include more notes as needed (for example, you might ask for the name of the other party if you are a family lawyer for new clients, or "please confirm the visa type you want to apply for" if you're an immigration lawyer, or "Please bring your drivers licence, passport and Medicare Card").
    Go to: How Do I Create a Client Intake (Appointment) Form?
  11. Existing Clients Only
    If you only offer a particular appointment type to existing clients, but not new clients, then select this check box. Otherwise, leave unchecked.
  12. Post-Appointment Client Reviews
    It's important to keep post-appointment reviews selected because lawyers who have client reviews receive more client bookings. However, you can select the check box to turn off reviews for this appointment type.
  13. Allow Client Reschedule?By default, clients are enabled to reschedule their appointment with you (if needed).
  14. Lawyer and Client Automated Notifications
    Choose what notifications you and your clients receive for each appointment type.
  15. Click "Save"
    Click the "Save" button to save your changes.

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