How do I allow a client to sign or complete a form in my consulting rooms?

Clients can conveniently complete and sign forms online. If needed, they can also fill them out at your consulting rooms. This feature is ideal for:

• Consent for treatment, such as dry needling

• Updating client details in your rooms

• Clients who haven’t completed their forms prior to their consultation

Two ways to let a client complete a form on a device

1. From the client profile

1. Access the client’s profile:

   • From your Calendar, click on the client’s booking

   • Or, go to Clients and click on their name

2. Navigate to the Forms tab

3. Choose one of the following options:

   • Fill in Form: Allows the client to complete the form directly on your device

   • Send Form: Follow the prompts to send the form to the client for completion

2. From Forms

1. Go to Forms

2. Select the form you need completed

3. Click on the three dots on the right of the form and choose Fill In

4. Bookem will prompt you to:

   • Select the client’s name

   • Generate a unique QR code for the client to scan and complete the form on their device.

   • Alternatively, the form can be opened in a new tab for the client to fill out.

Important Note

To protect sensitive data:

• Log out of Bookem before handing your device to a client.

• Ensure your password isn’t saved in your browser.

Learn more

• Creating Sendable Forms