Sign in

Creating and editing sendable forms in Bookem

Bookem offers three types of customisable online forms: sendable, booking, and document forms. This article focuses on sendable forms, which are great for new client intake, consent forms, questionnaires and surveys.

Your Bookem account comes with ready - made templates for sendable forms. You can use them as is, or make changes to suit your practice.

Before you start with sendable forms, it’s helpful to understand how fields work in Bookem. Skip this part if you’re already familiar.

Types of fields

There are two types of fields in a sendable form:

  • Fields stored only on the form These are not saved to the client profile but are included when the form is submitted. Use these for one-off information, such as indemnity clauses or client signatures

  • Fields linked to the client profile (Client profile fields) These are saved directly to the client’s profile and auto - fill when the form is submitted. Use these for recurring info like contact details or medical aid numbers, which can show on invoices or other forms

How to create a sendable form

To create a sendable form:

  1. Go to Forms in the main menu on the left

  2. Click + New form

  3. Give your form a name and click Create

  4. Click + Add a Field

  5. Choose the fields you want to include

    - Fields linked to client profiles are listed separately for easy access

  6. Click Save

Your form is ready to use. You can send it to clients manually or include it as part of your booking workflow.

This video shows how to add fields linked to client profiles, add printable headings and insert long text fields with placeholders and help text

Learn how to enhance your sendable form in Bookem. In this video, you'll see how to add multiple-choice fields, checkboxes, and dropdowns, as well as how to mark fields as required.

This video shows you how to let clients upload images - such as scans, X-rays, and photographs - and how to add a checkbox and signature field for online signing.

Editing a sendable form

You can edit a sendable form at any time. To do this:

  1. Go to Forms in the main menu

  2. Open on the form you want to edit

  3. Click on any field to edit it

    - To delete a field, click the red X at the top right of the field box

  4. Click Save when you’re done

Sending a sendable form

You can send forms to clients manually or use Bookem’s automation features to send them automatically. To learn more, check out these articles:

Learn more