Sendable, service and document forms, what's the difference?

Bookem includes three different types of forms

  1. Sendable forms

  2. Service booking forms

  3. Document forms

Sendable forms

A Sendable form is used to collect detailed client information, such as name, ID number, medical aid details, and address. These forms are typically sent to new clients upon booking their first appointment or to obtain consent for treatments, such as dry needling.

You can find your sendable forms in the main menu under Forms

Here's an example:

Learn more about sendable forms here

Service booking forms

A Service booking form is completed by clients whenever they book online. It typically asks for basic information, such as name, email, and contact number. You can customise these forms for different services to collect service-specific details.

You can find your booking forms in Settings > Services > Forms

Here's an example:

Learn more about service forms here

Document forms

Document forms are used to insert a template with questions, fields, images, or body charts into a document or document template for completion.

You can find your document forms in Documents > Forms

This is a New patient assessment form for a physiotherapist with a body chart and observation fields.

Learn how to add a document form to a patient's notes here.

Learn more