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How do I add a Note Form to a client's notes?

Bookem allows you to add note forms to client notes. These are particularly useful for creating assessments, progress reports, or questionnaires.

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

  1. Go to Clients and select the client profile or access it directly from their appointment on your Calendar.

  2. Go to the Notes tab on the client profile.

  3. Create or edit an existing note.

  4. Click on the Insert form icon and select the relevant form.

  5. 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