Sign in

How do I use a note template in a client's note?

Bookem allows you to use templates in your client notes. These are particularly useful for creating assessments, progress reports, or questionnaires.

To add a note template to a client's notes, follow these steps:

  • Straight from a booking, click on Notes

  • Create or edit an existing note

  • Click on the Insert form icon and select the relevant form

  • Pick the form you have already created in Forms

If you are using a tablet; Mouse or Digital pen, you can draw on any images, such as body charts, directly on the Note Forms each time one is inserted.

Note Forms are a Bookem Premium feature. Read more about creating Note Forms here