Bookem forms allows you to capture client information online. This means no more paper forms!
These forms, such as intake forms or questionnaires, are used to gather information from clients. You can send these forms either manually or automatically. Learn more about automating messages.
Booking forms are used to capture additional information from clients when they make appointments online. This information can be used for in-office use only, or to automatically update client profiles using fields (more on this later in this article).
Note forms are used with notes, such as clinical patient notes that require assessment forms or body charts.
When a form is filled out, client profile information can automatically be updated. To do this, make sure you use all the required fields on your client profiles before creating a form that needs to update these your client profile information.
Name and last name
Email address
Cellphone number
Client time zone
Opt out of notifications/automated messages
These kind of client profile details are called profile fields. There are also others already loaded onto your business settings that you can move about, edit or delete, such as:
Home phone number
Address
ID and/or medical aid number
You can also add more profile fields if needed.
How to create/edit a sendable form such as intake forms or questionnaires
How to create a note form such as assessment forms or body charts
Marking a field as required for completion by a client
The different ways to send a form to a client to complete
Forms is a Bookem Plus feature. Click here to learn more.