Bookem training - navigating the client profile

The Client Profile in Bookem is your central dashboard for managing all client information. This includes:

• Personal details captured from the client's intake form

• A log of all email and SMS communications between your practice and the client

• A complete history of their bookings and account activity

• Copies of submitted forms

• Access to practitioner - created documents

In this training video, we'll walk you through the Client Profile, showing you how to efficiently access and manage client details, track communications, review bookings, monitor account status, and find important documents—all in one place.

Lets have a look at each tab in a bit more detail

Profile tab:

In the image below, you’ll see an example of a client’s Profile. The information displayed here is provided by the client when they complete their intake form. If additional details are needed - such as an ICD-10 Code - you can manually add them.

This information is used by Bookem to generate invoices and document and can be updated by either you or the client at any time. However, we recommend having the client update their own details to ensure accuracy while also saving you time.

Messages tab:

Bookem automatically logs all sent and received messages, whether via SMS, email, or both.

• You can view the timestamp of each message

• Messages are labeled with their delivery status (Sent/Delivered/ Failed)

• Hovering over a message will reveal precise delivery details

This ensures seamless communication tracking with each client.

Bookings tab:

Here, you’ll find a full history of all bookings for the client.

• Click on any booking to view detailed information

• To see canceled bookings, simply enable the "Show Hidden" option

This tab provides a quick and easy way to track past, current, and upcoming appointments.

Account tab:

The Account tab offers a comprehensive view of the client’s financial history with your practice.

From here, you can:

✔ Generate and send invoices or statements

✔ Add payments

✔ Keep track of account balances

This makes it simple to manage client billing in one place.

Forms tab:

All completed and submitted forms by the client are stored in this section.

• View, print, or download forms as PDFs

• The date and timestamp indicate when the client submitted the form

This ensures that all essential documentation is easily accessible

Documents tab:

The Documents tab contains all client-related documents.

• Pin important documents for quick access

• View deleted documents if needed

• Open and edit existing documents (all changes are tracked)

The latest version of any document will always be displayed.