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All about forms & client profile fields

Forms is a Bookem Plus feature that you can use to capture client information online. No more paper!

There are three kinds of forms:

  • Sendable forms, for e.g. intake forms/questionnaires. Send these forms manually or automatically. See more about automating messages.

  • booking forms, used for capturing additional information from clients/patients when they're making appointments online. This is also useful for fields for in-office use only that get affiliated with bookings.

  • Note forms, used with notes, such as clinical or patient notes that require assessment forms and/or body charts

When a form is filled out, client profile information can automatically be updated. To do this, make sure you first have all the required information (i.e. fields) on your client/patient profiles before creating a form that needs to update these your client profile information.

By default, Bookem only has a minimal client profile available, which includes:

  • name & last name

  • email address

  • cellphone number

  • client time zone

  • an indicator to opt out of all notifications/automated messages

These kind of client profile details are called client fields. Other than the default ones above, you will have others already loaded onto your business settings that you can move about, edit or delete, such as:

  • home phone number

  • address

  • ID and/or medical aid number

You can also add more Client Fields if the ones you already have aren't enough. How to add more fields to your Client Profile.


How to create/edit a sendable Form such as intake forms or questionnaires

How to create a Note Form such as assessment forms or body charts

Marking a field as required for completion by a client

The different ways to send a Form to a client to complete