Clients can complete and sign forms online or at your consulting rooms if necessary.
This feature is ideal for:
Consent for treatment, such as dry needling
Updating client details in your rooms
Clients who haven’t completed their forms prior to their consultation
There are two pathways to access a form to allow a client to sign in your office.
Follow these steps:
Access the client’s profile:
From your Calendar, click on the client’s booking
Or, go to Clients and click on their name
Navigate to the Forms tab
Choose one of the following options:
Fill in Form: Allows the client to complete the form directly on your device
Bookem will prompt you to choose to:
Search and select the client’s profile
Generate a unique QR code for the client to scan and complete the form on their own device
Alternatively, the form can be opened in a new tab for the client to complete and submit
Send Form: Follow the prompts to send the form to the client for completion
Follow these steps:
Go to Forms
Select the form you need completed
Click on the three dots on the right of the form and choose 'Send or Fill in'
To protect sensitive data, aways:
Log out of Bookem before handing your device to a client
Ensure your password isn’t saved in your browser