Forms facilitate client bookings on LawTap. When a client books an appointment, they furnish their information by entering their details in a form that they then submit.
All appointment types need to be assigned a form to function correctly. LawTap provides a default form that allows entry of basic information and is suitable for most appointment types.
In this article we explain how forms work in LawTap, and provide instructions on how to create new forms and manage current forms in LawTap as a practice manager.
Understanding Default form
LawTap provides one form—named Default form—that is suitable for most basic appointment types. It allows the client to enter their first and last name, mobile number, email address and a summary of their legal issue.
Default form is assigned to all default appointment types. See Adding and managing appointment types for your law firm as a practice manager for more.
How LawTap forms work
Forms are typically made up of one or more form fields and a submission button. Form behavior, and what happens to the information after submission, can be complex. LawTap takes care of this complexity, while still allowing you to create complex forms.
The basic fields required to create a LawTap account—first and last name, email address and mobile number—are included in all forms automatically. These fields either display or are hidden, depending on whether the user is signed in or signed out of LawTap.
These screenshots compare Default form when a user is signed out (left) and signed in (right).
To configure a custom form, it is only necessary to edit or replace the last text (legal summary) field, and add additional fields. LawTap takes care of the rest automatically. See Adding forms below for more.
Forms are available in your Firm Dashboard.
To access forms:
1. Select Firm Dashboard in the top bar, if necessary.
2. Select Firm Appointment Types.
3. Select Manage Forms.
The Manage Forms area Includes the Add Appointment Form action (to add new forms) and a table listing all current forms that includes:
Form: The form name.
Form Fields: The names of each field in the form.
Linked Appointment Types: Links to the appointment types that use the form.
See Adding and managing appointment types for your law firm as a practice manager for more.
Actions: Edit and Delete actions for each form.
To edit a form:
1. Select Edit.
2. Edit any element of the form.
See sections below for more.
To delete a form:
1. Select Delete.
2. Select Yes in the Are you sure? dialog.
Warning! Deleted forms cannot be recovered!
To create a new form:
1. Select Add Appointment Form.
2. Enter a form name.
This name displays in the pick list in the Appointment Form field that allows you to assign the form to an appointment type. See Adding and managing appointment types for your law firm as a practice manager for more
3. Add fields:
3.1 Enter a field name, select a field type, and optionally check Required?, and add a tooltip and placeholder.
These elements are covered in separate sections below.
3.2 Select Add New Field.
3.3 Repeat this procedure for as many fields as you need.
Adding field names
To add a field name, enter it in Field Name field.
This is a required field. You will not be able to save the form without providing a valid field name. The maximum length is 250 characters You can use any alphanumeric or special character, as well as blank spaces.
The field name typically displays above the field. The one exception is the Checkbox field that displays the field name next to the box.
See the Adding field tooltips section below for an example.
Selecting a field type
To select a field type, select an option in the pick list in the Field Type field.
This is a required field. You will not be able to save the form without making a selection.
Text (One-Line): A single-line text field in which the user can enter one line of text.
Use for shorter text input, for example names of people and cities.
Text (Multi-Line): A multi-line text field in which the user can enter multiple lines of text.
The user can drag the bottom right corner of the text box either down or right to expand the text area.
Note to Client (Multi-line): An note in static text that provides more information to the client.
This field cannot be edited in the form by the client. See the Using Note to Client fields section below for more.
Checkbox: A selection box for Yes/No type questions.
See the Adding field tooltips section below for an example.
Pick List: A dropdown list of options in which the user can select a single option.
See the Adding Pick List field options section below for instructions on how to add options. Field Type itself is an example of a Pick List field.
This screenshot compares one-line and multi-line (bottom) text fields.
Note the diagonal dots in the bottom right of the multi-line text box that the user can drag to expand the field.
Setting a field as required
To set a field as required, select the Required? checkbox.
The Required? field itself is an example of the Checkbox field type.
When a field is set as required, if the user fails to provide valid content they receive an error on form submission and cannot complete their booking.
Adding field tooltips
To add a field tooltip, enter it in the Field Tooltip field.
This is an optional field. Use it to provide additional information about the field and your requirements.
With one exception, the tooltip text displays when the user hovers over the field name. For checkboxes, it displays below the field name.
This screenshot shows a tooltip in a single-line text field in the form.
This screenshot shows a tooltip next to a checkbox field in the form.
The tooltip is "Select the checkbox to confirm......." text.
Adding a field placeholder
To add a field placeholder, enter it in the Field Placeholder field.
This is an optional field that is only available for text fields (one-line and multi-line). You can use it to prompt the user or clarify the field, for example.
The placeholder text displays in the field and disappears as soon as the user starts typing.
Adding Pick List field options
Pick List fields have an additional configuration step: You need to add each option that you want to display in the pick list.
The other options—Field Name, Required? and Field Tooltip—are used in exactly the same way as other field types.
To add Pick List options:
1. Select Pick List in the Field Type field.
2. Select Add Option:
3. Enter the text for the first option.
4. Repeat this procedure (steps 2 and 3) for each additional option you require.
Select X to delete an option.
Here is the pick list field in a form.
Using Note to Client fields
Note to Client fields are handy when you need to provide additional information. The text is static (the user cannot edit or change it).
To add a Note to Client field:
1. Select Note to Client (Multi-Line) in the Field Type field.
2. Enter your note in the Your Note to Client field
The other options—Field Name, Required? and Field Tooltip— are used in exactly the same way as for other field types.
Here is the field in a form.
This note to client field integrates with the checkbox field that follows it.
Managing form fields
The Add/Edit Appointment Form UI provides a number of actions to manage your form fields.
Expand/Hide: Select > or v to display and hide the content for each form field.
Delete: Select X to delete a form field.
Reorder: Select ↓ to move a form field down one position and ↑ to move it up one position.