This is really useful for forms that need to be completed and signed during a consultation, such as "consent for a specific treatment" forms or for clients who have not completed their online intake form, before their appointment.
Via Direct Messages to existing clients
Click on the client's name in a booking in Calendar, or from within Clients
Select Messages from the top tab
Compose your SMS or Email and select +Insert personalised form link
Select the relevant form and "send"
NB. Each personalised form link is unique to that particular person, do not copy and paste from another client.
Go to forms - sendable
Select the form you need completed from your list of sendable forms
Click on the 3 dots on the right of the form and select Send
Select Direct message and choose an existing client, or create a new one before sending the form.
Forms can be sent directly to devices for completion in your premises - either on the client's own phone or on a tablet you may have at reception.
To do this
Go to forms - sendable and select the form you need completed from your list of sendable forms
Click on the 3 dots on the right of the form and select fill in
Select the client from the drop-down list
A unique QR code will automatically be generated, and this can be scanned by any QR code reader on your client's phone or a tablet you have in reception.
The other option is open in a new tab
Note: you could potentially expose sensitive client information by handing over your device to a client. To make things safer, you'll be prompted to log out of Bookem first. This way they won't have access to your data on Bookem. Make sure your Bookem password isn't saved in your browser if you do this.
See this article for popular ways to scan QR Codes on most devices.