Variables are used throughout Bookem to save time and reduce manual data entry. In document templates, variables act as dynamic placeholders that automatically pull in information - such as client details, location information, or clinical codes - and update whenever the source data changes.
Bookem allows you to create documents by pre-populating templates with relevant information using variables.
Here's how to add variables to document templates:
1. Go to Documents > Document Templates
2. Open an existing template or click '+New Template' to create a new one
3. Add variables by typing the '#' symbol followed by the variable name to insert a variable into the template
4. You can include any of the following variable types:
Client profile fields (e.g. first name, last name ID, gender)
Location details (e.g. address, phone number)
Team member details (e.g. name, practice number)
Data lists (e.g. ICD-10 codes)
💡 Variables will appear in orange within the template editor, so you can easily identify them
The example below shows how to use variables in a referral letter document template:
You can use $date as a variable in document template names to automatically insert a date.
If the document is created from a booking, the date will reflect the booking date
If the document is created from the Documents tab, the date will reflect the current day's date