Bookem lets you send forms and documents to anyone, even if they don't have a client profile yet. This is useful for sending pre-session or screening forms, or referral letters and reports.
Follow these steps:
Go to Forms
Locate the form you'd like a non-client to fill in
Click on the three-dotted kebab and select ‘Fill in’
Select 'No-client'
A pop-up window will prompt you to open the form or scan a QR code to access the form
The person can scan the QR code to fill in the form
If they aren't with you in-person, you can open the form and copy the URL from your browser to send to them via external email or messenger app like Gmail or WhatsApp
The form will not be saved to any client profile, but will be saved under the specific form in Forms in the main menu, under ‘Responses’
Follow these steps:
Find the document you want to send in the client profile under the 'Documents' tab or by searching for it in your list of documents in Documents under the main menu
Open the document and click on the arrow in the top right corner
Click 'Send'
A pop-up window will appear where you can choose to send the document by SMS or email (or both). You can only attach files to emails
In the 'To' recipient box, type the email address or phone number of the person you want to send the document to
Note: The recipient will receive a link to the current version of the document