How to use Ask AI on Bookem

Ask AI is part of AI Assist in Bookem. It lets you ask questions about your practice, take action on bookings, and generate clinical documents - all from within Bookem. It works across your clinical workflow, so you can get information or complete tasks without leaving the screen you're on.

Where to find Ask AI

Find and click the AI stars icon found anywhere on Bookem to launch AI Assist.

How to use Ask AI

AI Assist combines two capabilities in one place:

• Ask - Ask questions about your practice, clients, and bookings in plain English and get answers drawn directly from your Bookem data. The conversation is interactive, so you can ask follow-ups, refine your question, or request more detail.
• Agent - Request a task to be actioned in Bookem, such as cancelling or rescheduling a booking.

1. Ask questions

Type any question in plain English and AI Assist returns an answer drawn from your Bookem data, covering everything from client information to reports and stats.

• Generate a client summary
• Check booking trends for a specific team member
• Review recent activity for a specific booking
• Get a count of cancellations, no-shows, or new clients over a period

Examples of what you can ask:

• "How many confirmed bookings did Sarah have at our Rosebank location this month?"
• "What's our busiest day of the week across all locations?"
• "Which clients haven't booked a follow-up since their first booking, across all locations?"

Ask follow-up questions

Ask AI allows back-and-forth conversations within a session. If the first response isn't right, simply ask a follow-up—no need to repeat context.

Ask clear questions, get clear answers

Ensure your questions include all necessary details; nothing should be left implied or guessed.

• Date: Exact date and time or date range 
• Location: Which location(s) 
• Resource: Which team member(s)
• Client: Which client(s)
• What to count: bookings vs unique clients vs hours/revenue
• Booking statuses: confirmed vs completed (and whether to exclude cancelled/no-shows)
• Include/exclude: group sessions/classes and any admin/non-client bookings

💡 Tip:

Ask AI works best for focused queries with a short time period and clear criteria. It isn't designed for long-term or large-volume record queries. For large-scale reporting, use Reports instead.

2. Generate clinical documents

AI Assist can generate a range of administrative and clinical documents, including:

• Referral letters
• Consultation notes
• Sick notes
• Client summaries
• Feedback on results

Important: AI Assist produces a draft for your review. Check the content carefully before sending.

3. Send messages via email or SMS

After a consultation, use AI Assist to draft a message for your client or third party.

AI Assist will open the messages tab and draft the message there, drawing on the context you provided. Review and edit the message before sending.

Learn more

• Learn how to craft your own AI prompts on Bookem
• How to use AI prompt usage tags
• How to set required context for AI prompts
• Turning transcripts into clinical documents with Bookem