Adding an Appointment Request Form to Your Site

You can add a form to your website that allows clients to request an appointment with a member of your staff. This appointment request form will be added to the Contact Us page of your website. When a customer submits an appointment request through this form, the staff member with whom an appointment was requested will receive an email request. The staff member can accept or decline the meeting using the appropriate link in this email.

  • If the staff member accepts the meeting, both the staff member and the client who requested the appointment will receive confirmation emails with an .ICS file attached. The .ICS file can be added to each person's calendar.
  • If the staff member declines the meeting, the system generates a new email in which the staff member can respond to the request and, if needed, propose an alternate date or time for the appointment.

ClosedWhat information is included on the appointment request form?

Field Description
First Name, Last Name The name of the person requesting an appointment

Email

 The email of the person requesting an appointment
Phone The phone number of the person requesting an appointment
Date The requested date for the appointment
Time The requested time for the appointment
Staff Member A list of staff people with whom the client can request an appointment
Are you a current client? Indicates whether the client is already a current client of the firm
Message A text field in which the client can put any additional information or questions about the appointment for the staff member

To add an appointment request form to your site, do the following:

  1. Log in to your Site Builder account.
  2. Click Modules > Appointments on the toolbar.
  3. To enable the appointment request form feature, select Yes for the question, "Show Request an Appointment?"
  4. Select the check box for each staff member who should be listed on the appointment request form. Clear the check boxes for staff members who should not be listed on the appointment request form. Staff members are grouped by office. To select all staff members for an office, click Select All for that office. To clear the check boxes for all staff members in an office, click Deselect All for that office.

    5. Note: Clients will only be able to request appointments with staff selected on this page. The staff members you can select are the staff members who are listed on your Firm Info - Contacts page. If an email address is not listed for a staff member on the Firm Info - Contacts page, you cannot select that staff member for inclusion on the appointment request form.

  5. Click Preview to see what your site will look like when your changes are applied. The preview opens in a different browser tab or window.
  6. Click Publish to immediately update your website, or click Next to continue to the next page.

    7. Note: Changes you make in Site Builder are not applied to your website until you publish the updates.