Bookem allows you to send forms and documents to anyone, even without a client profile—perfect for pre-session, screening forms, referrals, and reports.
Follow these steps:
1. Locate document you want to send in the client profile under the 'Documents' tab
2. Open the document and click the arrow in the top right corner
3. Click 'Send'
4. Choose to send via SMS, email, or both (attachments can only be sent via email)
5. Enter the recipient's email or phone number in the 'To' field next to or instead of the client email, if you don’t want the client to receive a copy.
6. Click 'Send'
Note: The recipient will receive a link to the current version of the document.