How do I allow a client to sign or complete a form in my consulting rooms?

Clients can complete and sign forms online or at your consulting rooms if necessary.

This feature is ideal for:

• Consent for treatment, such as dry needling

• Updating client details in your rooms

• Clients who haven’t completed their forms prior to their consultation

Let a client complete a form on a device

There are two pathways to access a form to allow a client to sign in your office.

Method 1: Sign from the client profile

Follow these steps:

1. Access the client’s profile:

   • From your Calendar, click on the client’s booking

   • Or, go to Clients and click on their name

2. Navigate to the Forms tab

Choose one of the following options:

Fill in Form: Allows the client to complete the form directly on your device

Bookem will prompt you to choose to:

• Search and select the client’s profile

• Generate a unique QR code for the client to scan and complete the form on their own device

• Alternatively, the form can be opened in a new tab for the client to complete and submit

Send Form: Follow the prompts to send the form to the client for completion

Method 2: Sign from within 'Forms'

Follow these steps:

1. Go to Forms

2. Select the form you need completed

3. Click on the three dots on the right of the form and choose 'Send or Fill in'

Important note

To protect sensitive data, aways:

1. Log out of Bookem before handing your device to a client

2. Ensure your password isn’t saved in your browser

Learn more

• Creating Sendable Forms