How to use default or customised headers in documents

When exporting documents to PDF in Bookem, you have two header options:

  • Use a default PDF header

  • Create a customised document header using a document template

Both options give your exported documents a polished, professional appearance - ideal for referral letters, reports, sick notes, and prescriptions.

What is a default PDF header?

Default PDF headers are automatically turned off for documents, but you can manually toggle them on if needed. These headers are not customisable, but include key details pulled directly from your business profile.

A default PDF header includes:

  • The document name or heading

  • The patient name

  • The date the PDF was generated

  • Your business logo

  • Your location name, address and contact details

How to toggle the default PDF header on or off

After creating your document - whether from a booking, the client profile, or the Documents section - scroll to the bottom and click the “^” icon.

Then, tick Use default PDF header on or off.

⚠️ Note:

  • This setting will apply to all future PDF exports, including those that are sent via SMS or email, unless changed again

  • The toggle option only becomes available after the document has been created

Customised headers in document templates

If you'd like full control over the look and content of your header, we recommend using customised headers in document templates. These let you build a branded letterhead right into the document - ideal for professional exports.

You can include:

  • Your business logo

  • Practice details

  • Dynamic client or booking info using variables

  • Visual elements like columns, horizontal rules, or header text

🛑 Default PDF headers are automatically disabled for document templates. You can’t enable the default header on templates - only on standalone documents

How to create a custom header

  1. Go to Documents > Templates

  2. Open an existing template or click + New template

  3. Use formatting tools to build your header:

  • Add an image for your logo

  • Use columns to arrange content side by side

  • Insert horizontal lines for clean separation

  • Include variables to auto-fill client, team member, or booking info

Name your template something like "Letters template" and Save. Now you can use this template when creating new letters.

⚠️ Avoid double headers: If you’ve created a custom header inside your document and then toggle on the default PDF header, both will appear in the exported PDF.

Learn more