Bookem forms allows you to capture client information online. This means no more paper forms!
There are three types of forms:
These forms, such as intake forms or questionnaires, are used to gather information from clients. You can send these forms either manually or automatically. Learn more about automating messages.
Booking forms are used to capture additional information from clients when they make appointments online. This information can be used for in-office use only, or to automatically update client profiles using fields (more on this later in this article).
Note forms are used with notes, such as clinical patient notes that require assessment forms or body charts.
When a form is filled out, client profile information can automatically be updated. To do this, make sure you use all the required fields on your client profiles before creating a form that needs to update these your client profile information.
By default, Bookem includes the following client fields:
Name and last name
Client time zone
Opt out of notifications/automated messages
These kind of client profile details are called client fields. There are also others already loaded onto your business settings that you can move about, edit or delete, such as:
Home phone number
ID and/or medical aid number
You can also add more client fields if needed.
How to create/edit a sendable Form such as intake forms or questionnaires
How to create a Note Form such as assessment forms or body charts
Forms is a Bookem Plus feature. Click here to learn more.