Forms is a Bookem Plus feature that you can use to capture client information online. No more paper!
There are three kinds of forms:
Sendable forms, for e.g. intake forms/questionnaires. Send these forms manually or automatically. See more about automating messages.
booking forms, used for capturing additional information from clients/patients when they're making appointments online. This is also useful for fields for in-office use only that get affiliated with bookings.
When a form is filled out, client profile information can automatically be updated. To do this, make sure you first have all the required information (i.e. fields) on your client/patient profiles before creating a form that needs to update these your client profile information.
By default, Bookem only has a minimal client profile available, which includes:
name & last name
client time zone
an indicator to opt out of all notifications/automated messages
These kind of client profile details are called client fields. You are probably interested in more client fields such as:
home phone number
See this article for how to add more fields to your Client Profile.
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