Client intake forms can be sent automatically to new clients once their booking is confirmed, helping you save time while collecting important information.
Your Bookem account includes a default intake form and appointment template. If you’d like to edit this template, create a new form, or customise the automated message, follow the steps below
Follow these steps:
Before you start, make sure you have the correct service set up to link the form to (Learn more here)
Click 'New reminder' or edit an existing reminder
Select the service type, location, and team member or resource for the appointment
Under occurrences of bookings, select ‘any booking’ or 'first booking'
In our example we are setting up an automated message that will send an intake form, any time a client books a service named Initial consultation
Edit the message text to include a custom note for clients before enabling automated form delivery
To link the form, type # in the message box. A list will appear - search for and select the form you want to include and save
Make sure that your form is complete and easy to use
Test your automated messages to make sure that they are working properly
You can do this by booking yourself in for a service