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How to send forms automatically for first bookings only

Bookem lets you automatically send forms to clients for first bookings only.

This is useful if you need to have a client sign consent for a particular treatment, or let existing clients update an intake form when they book a service that is not an "initial consultation".

Here's how:

  • Edit or create the sendable form e.g. intake or consent form

  • Go to Settings > Automated messages

  • Click '+ New Reminder' or edit an existing reminder

  • Now, select the location the booking applies to, and the team member or resource who will take the booking

  • To link the form to your service, select 'first booking' under occurrences of bookings

  • Be sure to edit the text body by adding your custom message to clients before making any bookings that require automated forms to be sent out

To link the form in the message, type a # and a box will appear. Search and select the form you want to link.

  • Bookem's automated messages will now send your form to clients automatically for their first booking

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