Sendable, service and document forms, what's the difference?

Bookem Forms include three different types of forms.

As Bookem evolves, so does its terminology. To keep you updated, here are the changes: Booking forms are now service forms, note forms are now document forms, and sendable forms remain the same.

Sendable forms

What is it? A Sendable form is used to collect detailed client information, such as name, ID number, medical aid details, and address. These forms are typically sent to new clients upon booking their first appointment or to obtain consent for treatments, such as dry needling.

You can find your sendable forms in the main menu under Forms

Here's an example:

Learn more about sendable forms here

Service booking forms

What is it? A Service Booking Form is completed by clients whenever they book online. It typically asks for basic information, such as name, email, and contact number. You can customise these forms for different services to collect service-specific details.

You can find your booking forms in Settings > Services > Forms

Here's an example:

Learn more about service forms here

Document forms

What is it? Document forms, previously known as note forms, are used to insert a template with questions, fields, images, or body charts into a document or document template for completion.

You can find your document forms in

Here's an example: Documents > Forms

This is a Patient Assessment form for a physiotherapist with a body chart and observation fields.

Learn how to add a document form to a client's notes here.

Learn more