{"id":16743,"date":"2021-03-03T08:29:05","date_gmt":"2021-03-03T13:29:05","guid":{"rendered":"https:\/\/www.gravityforms.com\/?p=16743"},"modified":"2021-04-02T11:31:41","modified_gmt":"2021-04-02T15:31:41","slug":"how-to-create-an-appointment-booking-system-for-your-law-firm","status":"publish","type":"post","link":"https:\/\/www.gravityforms.com\/how-to-create-an-appointment-booking-system-for-your-law-firm\/","title":{"rendered":"How to Create an Appointment Booking System for Your Law Firm"},"content":{"rendered":"<p><img loading=\"lazy\" class=\"alignnone size-full wp-image-16753\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/Appoinment-Booking-System-Law-Firm.png\" alt=\"Appoinment Booking System Law Firm\" width=\"3000\" height=\"1910\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/Appoinment-Booking-System-Law-Firm.png 3000w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/Appoinment-Booking-System-Law-Firm-300x191.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/Appoinment-Booking-System-Law-Firm-1024x652.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/Appoinment-Booking-System-Law-Firm-768x489.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/Appoinment-Booking-System-Law-Firm-1536x978.png 1536w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/Appoinment-Booking-System-Law-Firm-2048x1304.png 2048w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/Appoinment-Booking-System-Law-Firm-94x60.png 94w\" sizes=\"(max-width: 3000px) 100vw, 3000px\" \/>Are you interested in creating an appointment booking system for your law firm\u2019s WordPress website? With professional services in nearly all categories going virtual due to the pandemic, now is the perfect time to ensure your law firm is fully prepared to succeed online\u2014 especially when it comes to booking both new and existing clients.<\/p>\n<p><!--more--><\/p>\n<p>In this walkthrough, we\u2019ll cover why creating an appointment booking system for your law firm\u2019s website is <em>likely<\/em> a great idea, as well as exactly how you can do it with the help of two simple and easy-to-use plugins: <a href=\"https:\/\/www.gravityforms.com\/\">Gravity Forms<\/a>\u00a0and <a href=\"https:\/\/simplyscheduleappointments.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Simply Schedule Appointments<\/a>.<\/p>\n<p>Let\u2019s dive in.<\/p>\n<div class=\"alert_blue\"><strong>Note:<\/strong> Simply Schedule Appointments is a third-party community add-on. Gravity Forms does not offer support for this plugin, nor is this article intended to be a Gravity Forms endorsement of this plugin, its developer or quality of support. As always, extensively evaluate all plugins to ensure their suitability for your purpose.<\/div>\n<h2>Why you need an appointment booking system for your law firm<\/h2>\n<p><a href=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form.gif\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-16748\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form.gif\" alt=\"Final Form\" width=\"999\" height=\"613\" \/><\/a><\/p>\n<p>Adding an appointment booking system to your law firm\u2019s website provides several benefits to not only potential and existing clients looking to get in touch with you, but also to your firm\u2019s operations. Online appointment booking systems can:<\/p>\n<ul>\n<li>Save all parties\u2019 time by reducing the back-and-forth of scheduling appointments by email or phone<\/li>\n<\/ul>\n<ul>\n<li>Communicate to your clients that you care about being accessible to them<\/li>\n<\/ul>\n<ul>\n<li>Convey your firm is tech-savvy and well established in the digital age<\/li>\n<\/ul>\n<ul>\n<li>Enable your firm\u2019s operations to run more efficiently (and potentially take on a greater workload)<\/li>\n<\/ul>\n<p>While manually scheduling certainly does have its place (e.g. scheduling with clients that do not have access to a computer and\/or WiFi access), the benefits of having a system to book clients online are simply too great for most law firms to pass up on.<\/p>\n<h2>What you\u2019ll need to add an appointment booking system to your law firm\u2019s website<\/h2>\n<p>As you can see, adding an appointment booking system to your site is a great idea. However, to do so, you'll need the right tools in place. Here\u2019s a quick checklist for what you\u2019ll need:<\/p>\n<ul>\n<li><strong>A WordPress website.<\/strong> We\u2019re making the assumption you\u2019re already on WordPress. However, there are plenty of tutorials on <a href=\"https:\/\/simplyscheduleappointments.com\/2021\/02\/02\/how-to-launch-your-law-firm-using-wordpress\/\" target=\"_blank\" rel=\"noopener noreferrer\">how to set up a website<\/a> for your law firm if you haven\u2019t yet made the jump.<\/li>\n<li><a href=\"https:\/\/www.gravityforms.com\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Gravity Forms<\/strong><\/a><strong>.<\/strong> You\u2019ll need a premium contact form solution in place, as this is likely the first place a potential client will head to.<\/li>\n<li><a href=\"https:\/\/simplyscheduleappointments.com\/pricing\/\" target=\"_blank\" rel=\"noopener noreferrer\"><strong>Simply Schedule Appointments<\/strong><\/a><strong>.<\/strong> While there are a few different scheduling plugins available, this plugin integrates with Gravity Forms in a number of helpful ways.<\/li>\n<\/ul>\n<p>Once you\u2019ve <a href=\"https:\/\/wordpress.org\/support\/article\/managing-plugins\/#installing-plugins\" target=\"_blank\" rel=\"noopener noreferrer\">installed and activated<\/a> both of these plugins, you\u2019re ready to rock!<\/p>\n<h2>How to create an appointment booking system for your law firm<\/h2>\n<p>There are three steps to creating an appointment system for your law firm. Let\u2019s take a look...<\/p>\n<h3>1. Create a new form<\/h3>\n<p>To get started, you will need to create a new form. To do this, select <strong>Forms &gt; New Form<\/strong> within your WordPress dashboard:<\/p>\n<p><a href=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/new-form.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-16744\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/new-form.png\" alt=\"\" width=\"1197\" height=\"1003\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/new-form.png 1197w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/new-form-300x251.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/new-form-1024x858.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/new-form-768x644.png 768w\" sizes=\"(max-width: 1197px) 100vw, 1197px\" \/><\/a><\/p>\n<p>Next, give your form a title, add an optional description to help explain your booking form to your audience, and then click <strong>Create Form<\/strong><em>.<\/em><\/p>\n<p><a href=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/editing-screen.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-16745\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/editing-screen.png\" alt=\"Editing Screen\" width=\"2960\" height=\"1549\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/editing-screen.png 2960w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/editing-screen-300x157.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/editing-screen-1024x536.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/editing-screen-768x402.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/editing-screen-1536x804.png 1536w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/editing-screen-2048x1072.png 2048w\" sizes=\"(max-width: 2960px) 100vw, 2960px\" \/><\/a><\/p>\n<p>Within the form editor, you can now create your form by dragging and dropping the fields you need onto the editor canvas. While you\u2019re able to add as many fields as you wish, you\u2019ll get a greater take up if you keep the number to a minimum.<\/p>\n<p>Of course, you\u2019ll need an indication of what your client wants from you. Common practice is to display a text field where visitors can add their own comments, although Gravity Forms offers a number of different ways to collect information from visitors. For example, radio buttons are great for segmenting users into specific categories:<\/p>\n<p><a href=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-buttons.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-16746\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-buttons.png\" alt=\"radio buttons\" width=\"2960\" height=\"1754\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-buttons.png 2960w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-buttons-300x178.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-buttons-1024x607.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-buttons-768x455.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-buttons-1536x910.png 1536w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-buttons-2048x1214.png 2048w\" sizes=\"(max-width: 2960px) 100vw, 2960px\" \/><\/a><\/p>\n<p>Once you have selected the fields you want to add to your form, the next step is to integrate Simply Schedule Appointments.<\/p>\n<h3>2. Integrate Simply Schedule Appointments<\/h3>\n<p>For the uninitiated, <a href=\"https:\/\/simplyscheduleappointments.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Simply Schedule Appointments<\/a> is a powerful scheduling plugin for WordPress. It offers plenty of flexibility and functionality to let clients book time with you, without the need for your input. What\u2019s more, it integrates with Gravity Forms to let you create a top-notch appointment booking system.<\/p>\n<p>To get started with Simply Schedule Appointments, head to the <strong>Advanced Fields<\/strong> section within your Gravity Forms editor. Here, add the<strong> Appointment<\/strong> field to your form:<\/p>\n<p><a href=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/appointment-field.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-16747\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/appointment-field.png\" alt=\"Appointment Field\" width=\"2960\" height=\"1755\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/appointment-field.png 2960w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/appointment-field-300x178.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/appointment-field-1024x607.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/appointment-field-768x455.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/appointment-field-1536x911.png 1536w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/appointment-field-2048x1214.png 2048w\" sizes=\"(max-width: 2960px) 100vw, 2960px\" \/><\/a><\/p>\n<p>Next, expand the field by clicking on the blue arrow in the toolbar, open the <strong>Appointment<\/strong>\u00a0field\u2019s <strong>General <\/strong>tab, and customize it to your liking. We\u2019ve chosen a single appointment type, and left everything else as standard.<\/p>\n<p>However, before you save your changes, there\u2019s a great way to segment the client further and get them to the right member of your firm.<\/p>\n<h3>3. Add conditional logic to segment your potential clients<\/h3>\n<p><a href=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-16751\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form.png\" alt=\"\" width=\"2269\" height=\"1670\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form.png 2269w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form-300x221.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form-1024x754.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form-768x565.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form-1536x1131.png 1536w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/final-form-2048x1507.png 2048w\" sizes=\"(max-width: 2269px) 100vw, 2269px\" \/><\/a><\/p>\n<p>Gravity Forms includes impressive conditional logic functionality. This makes it a breeze to display certain parts of your form to specific users or funnel people towards different services.<\/p>\n<p>To do this, open the <strong>Advanced<\/strong> tab of your <strong>Appointment<\/strong>\u00a0field\u2019s <strong>General<\/strong> settings. You\u2019ll notice the <strong>Enable Conditional Logic<\/strong> checkbox. Here, you can set up the field to display if a user has ticked certain boxes. In our case, everyone enquiring about domestic or family law cases will be able to book a quick call:<\/p>\n<p><a href=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-button-logic.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-16749\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-button-logic.png\" alt=\"Radio Button Logic\" width=\"1611\" height=\"1104\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-button-logic.png 1611w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-button-logic-300x206.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-button-logic-1024x702.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-button-logic-768x526.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/radio-button-logic-1536x1053.png 1536w\" sizes=\"(max-width: 1611px) 100vw, 1611px\" \/><\/a><\/p>\n<p>Note that you can duplicate this functionality for all of your radio buttons. For example, you could offer a priority schedule for certain clients. The great benefit of using Gravity Forms and Simply Schedule Appointments together is that both are such flexible tools you can easily create an appointment booking form to your specific requirements.<\/p>\n<p><a href=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/gravity-block.png\"><img loading=\"lazy\" class=\"aligncenter size-full wp-image-16750\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/gravity-block.png\" alt=\"Gravity Block\" width=\"2960\" height=\"1379\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/gravity-block.png 2960w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/gravity-block-300x140.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/gravity-block-1024x477.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/gravity-block-768x358.png 768w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/gravity-block-1536x716.png 1536w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/03\/gravity-block-2048x954.png 2048w\" sizes=\"(max-width: 2960px) 100vw, 2960px\" \/><\/a><\/p>\n<p>Once you\u2019ve saved your form, you can go ahead and embed your form on a new page, or alternatively use a Block or shortcode on an existing page of your choosing.<\/p>\n<h2>Case closed!<\/h2>\n<p>Running a law firm means dealing with multiple clients at once. Even the most organized can wilt under the pressure of giving everyone the right level of attention.<\/p>\n<p>Setting up an appointment booking system using <a href=\"https:\/\/www.gravityforms.com\" target=\"_blank\" rel=\"noopener noreferrer\">Gravity Forms<\/a> and <a href=\"https:\/\/simplyscheduleappointments.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Simply Schedule Appointments<\/a> can make the process smooth and straightforward. This post has only touched on the basics, so we encourage you to check out just what this combination can do for you!<\/p>\n<p><em>Are you in need of an <a href=\"https:\/\/www.gravityforms.com\/how-to-add-an-appointment-booking-form-to-your-wordpress-website\/\" target=\"_blank\" rel=\"noopener noreferrer\">appointment booking system<\/a>, and has Simply Schedule Appointments whetted your appetite? Let us know in the comments section below!<\/em><\/p>\n<p>&nbsp;<\/p>\n<h3>About the Article Contributor:<\/h3>\n<p><img loading=\"lazy\" class=\"size-full wp-image-16422 alignleft\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/01\/Michael-Kilcullen-Profile-2021.jpeg\" alt=\"Michael-Kilcullen-Profile-2021\" width=\"180\" height=\"180\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/01\/Michael-Kilcullen-Profile-2021.jpeg 180w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/01\/Michael-Kilcullen-Profile-2021-150x150.jpeg 150w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2021\/01\/Michael-Kilcullen-Profile-2021-45x45.jpeg 45w\" sizes=\"(max-width: 180px) 100vw, 180px\" \/>Michael Kilcullen is the marketing + growth lead at <a href=\"https:\/\/simplyscheduleappointments.com\/\" target=\"_blank\" rel=\"noopener noreferrer\">Simply Schedule Appointments<\/a> \u2014 a scheduling plugin used (and loved) by over 10,000+ WordPress users. When he\u2019s not helping those users get the most out of their online appointment scheduling, he can be found surfing, bike-riding, or just generally enjoying the outdoors in his native Florida.<\/p>\n<p>&nbsp;<\/p>\n<div class=\"alert_blue\">\n<p><img loading=\"lazy\" class=\"aligncenter size-full wp-image-15192\" src=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1.png\" alt=\"Gravity Forms Newsletter\" width=\"80%\" height=\"auto\" srcset=\"https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1.png 2858w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1-300x101.png 300w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1-1024x345.png 1024w, https:\/\/www.gravityforms.com\/wp-content\/uploads\/2020\/06\/Gravity-Forms-Newsletter-1-768x259.png 768w, 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