Plugin Features

Easy Integration

Simple installation and configuration, no coding required.

Fast Loading

Optimized performance and loading speed.

Secure & Reliable

Following best security practices to protect your website.

Easy to Customize

Flexible options to easily customize the plugin.

Regular Updates

Regular updates with new features and security fixes.

Professional Support

Detailed documentation and professional technical support.

Plugin Description

A professional legal service booking system for WordPress with staff scheduling, service duration settings, deposit payments, calendar synchronization, and client CRM.

Features

Core Features

  • Service Booking System: Complete appointment booking workflow with multi-step form
  • Staff Scheduling: Set working hours for each attorney/staff member
  • Service Duration: Configure service duration and pricing
  • Deposit Payments: Accept PayPal deposits for appointments
  • Calendar Sync: Google Calendar and Outlook integration
  • Client CRM: Track client history and service records
  • Email Notifications: Automated email reminders for appointments

Admin Features

  • Dashboard: Overview of bookings, revenue, and statistics
  • Booking Management: View, edit, confirm, and cancel bookings
  • Client Management: Client profiles with booking history
  • Schedule Management: Set weekly schedules for each staff member
  • Payment Records: Track deposit payments
  • Settings: Configure general, email, payment, and calendar settings

Installation

Requirements

  • WordPress 6.0 or higher
  • PHP 8.0 or higher
  • MySQL 5.7 or higher

Installation Steps

  1. Upload the legal-service-booking folder to /wp-content/plugins/
  2. Activate the plugin through the ‘Plugins’ menu in WordPress
  3. Configure settings in Booking Manager > Settings
  4. Create services in Services custom post type
  5. Add team members in Team custom post type
  6. Set staff schedules in Booking Manager > Schedules

Configuration

General Settings

Navigate to Booking Manager > Settings > General to configure:

  • Business Name: Your law firm name
  • Business Email: Contact email for notifications
  • Business Phone: Contact phone number
  • Timezone: Set your business timezone
  • Currency: Select your preferred currency
  • Date Format: Choose date display format
  • Time Format: Choose time display format

Email Settings

Navigate to Booking Manager > Settings > Email to configure:

  • Sender Name: Name shown in email notifications
  • Sender Email: Email address for outgoing emails
  • Admin Notification: Receive emails for new bookings
  • Client Confirmation: Send confirmation emails to clients
  • Reminder Emails: Configure reminder timing (24h, 48h before)

Email Notification Recipients

When a booking is created, emails are sent to:

  1. Client (Customer) – Always receives booking confirmation
  2. Attorney (Staff) – Receives notification if email is set in their profile
  3. Admin – Receives notification if “Admin Notifications” is enabled in settings

Important: SMTP Configuration Required

WordPress default email function (wp_mail()) often fails on many servers. You MUST configure SMTP to ensure emails are delivered.

Recommended SMTP Plugins:

  • WP Mail SMTP (Recommended – Free and powerful)
  • Easy WP SMTP
  • Post SMTP Mailer

SMTP Configuration Examples

QQ Mail:

SMTP Host: smtp.qq.com
SMTP Port: 465 (SSL)
Encryption: SSL
Username: your-qq@qq.com
Password: Authorization Code (NOT your QQ password - get from QQ Mail settings)

163 Mail:

SMTP Host: smtp.163.com
SMTP Port: 465
Encryption: SSL
Password: Client Authorization Code (from 163 Mail settings)

Aliyun Enterprise Mail:

SMTP Host: smtp.qiye.aliyun.com
SMTP Port: 465
Encryption: SSL

Gmail:

SMTP Host: smtp.gmail.com
SMTP Port: 587 (TLS) or 465 (SSL)
Encryption: TLS
Password: App Password (enable 2FA first, then generate App Password)

Tencent Enterprise Mail (Exmail):

SMTP Host: smtp.exmail.qq.com
SMTP Port: 465
Encryption: SSL

Testing Email Configuration

  1. Install WP Mail SMTP plugin
  2. Go to Settings β†’ WP Mail SMTP
  3. Configure your SMTP settings
  4. Use the “Email Test” feature to verify
  5. Check spam folder if emails don’t arrive in inbox

Troubleshooting Email Issues

  • Emails not sending: Install and configure SMTP plugin
  • Emails go to spam: Set up SPF/DKIM records for your domain
  • Gmail not working: Use App Password instead of regular password
  • Chinese email providers: Must use authorization code, not login password

Payment Settings

Navigate to Booking Manager > Settings > Payments to configure:

  • Enable Deposits: Toggle deposit requirement
  • PayPal Mode: Sandbox (testing) or Live
  • PayPal Client ID: Your PayPal API client ID
  • PayPal Secret: Your PayPal API secret

Calendar Sync Settings

Navigate to Booking Manager > Settings > Calendar to configure:

  • Google Calendar: Enable and configure OAuth credentials
  • Outlook Calendar: Enable and configure Microsoft credentials

Usage

Creating Services

  1. Go to Services > Add New
  2. Enter service title and description
  3. Set featured image
  4. Configure service details:
    • Duration (in minutes)
    • Price
    • Deposit amount
    • Available attorneys

Adding Team Members

  1. Go to Team > Add New
  2. Enter attorney name and bio
  3. Set featured image (photo)
  4. Configure member details:
    • Position/Title
    • Email
    • Phone
    • LinkedIn URL
    • Bar Number
  5. Assign practice areas

Setting Schedules

  1. Go to Booking Manager > Schedules
  2. Select a team member
  3. Set working hours for each day:
    • Check “Working” for available days
    • Set start and end times
  4. Click “Save Schedule”

Managing Bookings

  1. Go to Booking Manager > Bookings
  2. View all appointments with filters:
    • Filter by status (Pending, Confirmed, Completed, Cancelled)
    • Filter by date range
    • Search by client name/phone/email
  3. Click “View” to see booking details
  4. Update status and add notes

Using Shortcodes

Display the booking form on any page:

[lexington_booking_form]

With specific service or staff:

[lexington_booking_form service_id="123" staff_id="456"]

Frontend Booking Process

  1. Select Service: Client chooses a legal service
  2. Select Attorney: Client selects preferred attorney
  3. Choose Date: Calendar shows available dates
  4. Select Time: Available time slots are displayed
  5. Enter Details: Client fills in contact information
  6. Case Description: Client describes their legal matter
  7. Payment: Deposit payment via PayPal (if enabled)
  8. Confirmation: Booking is submitted and confirmed

Troubleshooting

Common Issues

Booking form not submitting:

  • Check browser console for JavaScript errors
  • Verify AJAX nonce is valid
  • Ensure WordPress REST API is accessible

Emails not sending:

  • Check email settings are configured
  • Verify sender email is valid
  • Test with SMTP plugin if needed

PayPal not working:

  • Verify PayPal credentials are correct
  • Check if using correct mode (Sandbox/Live)
  • Ensure return URL is properly configured

Calendar sync failing:

  • Re-authorize Google/Outlook connection
  • Check OAuth credentials are valid
  • Verify API quotas are not exceeded

Support

For support, please contact:

Changelog

1.0.0

  • Initial release
  • Service booking system
  • Staff scheduling
  • PayPal deposit payments
  • Google Calendar sync
  • Outlook Calendar sync
  • Client CRM
  • Email notifications

License

Proprietary License

This plugin is commercial software. Purchase grants you a non-exclusive, non-transferable license to:

  • Use the plugin on a single website
  • Receive updates during your subscription period
  • Access email support

You may NOT:

  • Redistribute the plugin
  • Modify and distribute the code
  • Use on more sites than licensed

For multi-site licenses or enterprise pricing, contact: 1601800014@qq.com

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