Sendable forms can be sent to any patient once their booking is confirmed for any service, not just initial consultations.
Here are two common scenarios and solutions for setting up automated messages:
If you’ve seen a patient before—perhaps with a different practice or if you've recently switched to Bookem—and they need to complete an intake and consent form without booking an initial consultation, set up forms linked to automated messages.
Use '#' to link the appropriate intake form to the message body:
Allow existing patients to update their background information, especially if it’s been a while since their last visit. This keeps their records current and relevant.
Use '#' to link the appropriate intake form to the message body:
1. In the side menu, go to Settings > Automated messages
2. Click 'New reminder' or edit an existing reminder
3. Now, select the service type and location the booking applies to, and the team member or resource who will take the appointment
5. Under occurrences of bookings, select 'any booking'
6. Customise the preset message text to suit the context for the form being sent
7. To link the form in the automated message, type a '#' to search and select the form you want to link