Requiring a Client's Address on Consultations & Bookings (Glade 2.0)
Requiring a client's address on consultations & bookings
Overview
Each bookable service now has a Require the client's address setting. Turn it on and anyone booking that service — whether they book themselves through your client portal, or a member of your team books it for them over the phone — must provide a complete address before the booking can be made.
Glade captures the street address, city, state, ZIP, and the county. The county is looked up automatically from the address, so nobody has to know it or type it.
The setting is off by default on every existing service. Nothing changes until you turn it on, service by service.
Why collect the address at the booking
The address is the single piece of information that decides who should handle a matter, what you can do for the person, and whether you are the right firm at all. Collecting it at the moment of booking — rather than at intake, or at the first meeting — changes what you can do with it.
What it does for your firm
Routes the matter to the right office. If you have more than one location, knowing where the client is before the consultation lets you assign it to the nearest office and the right attorney, instead of discovering the mismatch on the call and rescheduling.
Tells you which county the matter belongs to. Practice rules, filing venue, local forms, fee schedules, and available programs all vary by county. Having the county on the record from the start means the work is scoped correctly from the first conversation.
Lets you tailor the service to where they live. Many firms and service providers vary what they offer by county — different programs, different requirements, different paperwork. The address is what makes that possible before you have spent time on the matter.
Lets you refer out early and gracefully. If someone books from an area you do not serve, you know before the consultation. You can refer them to a firm that does cover them — a far better experience for that person, and a better use of your calendar than a consultation that was never going to go anywhere.
Shows you where your clients actually come from. The bookings list has Address and County columns, so you can see which areas your bookings come from. If you advertise — billboards, local campaigns, regional ads — this is how you find out which areas are producing business.
What it does for your clients
They enter it once. The address is saved to their client record. They are not asked for it again at intake, on forms, or at the next booking — and your team is not chasing them for it.
They get to the right person the first time. No consultation with the wrong office, no being handed off, no repeating their situation to a second person.
They get advice that fits where they live from the very first conversation, rather than general guidance that has to be corrected once the county is known.
If you cannot help them, they find out immediately and get pointed somewhere that can, instead of losing a week.
It is quick. They start typing and pick their address from a list — no separate city, state, ZIP, or county fields to fill in by hand.
Turning it on for a service
Press "S" on your keyboard, or click the Services & modules icon in the left sidebar and select Services & Workflows.
Select the service you want to change — for example your Debt Relief Consultation.
In the service's left-hand submenu, click Availability.
Scroll to the Booking settings section.
Switch on Require the client's address.
Click Save.
Repeat for each service that should require an address. Services you leave alone are unaffected.
What your clients see
When the setting is on, the booking form asks for the client's address alongside their name, email, and phone. They begin typing and choose their address from the suggestions; city, state, ZIP, and county fill in automatically. They cannot continue until the address is complete.
When the setting is off, the address is not shown at all. This is deliberate — your client portal is used for many kinds of purchases and appointments, and an address field on a service that has no use for one reads as an intrusive request rather than an optional courtesy.
When your team books on a client's behalf
The same rule applies to bookings your team creates in Glade. When you create a booking for a service that requires an address, you will be asked for it — for a brand-new client, and for an existing client too.
For an existing client, the address already on their record is filled in for you. Confirm it or correct it, and the correction is saved back to their client record.
Where the address shows up afterwards
Bookings list — Address and County columns, so you can scan or sort your bookings by where clients are.
Booking details — the address and county appear on the individual booking.
The client's record — stored on their profile, so it carries into everything else you do for them.
Clients can correct their own address
Clients can view and update the address they gave you from Your Account in their portal, under Your Address. A typo is theirs to fix, without an email to your team.
Notes & tips
Turning the setting on affects new bookings. It does not go back and ask clients who already booked for an address.
The county is derived from the address automatically. If a client types an address by hand instead of choosing one from the suggestions, the county may not be filled in.
Existing services are unaffected until you turn the setting on. If you want it everywhere, turn it on for each service individually.
Still need help?
Contact support with the name of the service you're trying to configure.