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

Clients can complete and sign forms either online before their appointment or in your consulting rooms if needed.

This feature is ideal for:

  • Consent for treatment, such as dry needling

  • Updating client details during an in-person visit

  • Clients who haven’t completed their forms before their consultation

Important: Each form link and QR code is unique to the client. For privacy and security, do not share or copy and paste form links to anyone other than the intended recipient.

How to let a client complete a form in your rooms

Step 1: Access the client’s profile

  • From your Calendar, go to the client’s booking and click on their name

  • Or go to Clients and click on their name

Step 2: Go to the Forms tab

Step 3: Choose how the client will complete the form

Option 1: Fill in form

This allows the client to complete the form on your device. You’ll be prompted to choose how they will complete the form:

  • Scan a QR code to complete it on their own device

  • Open the form in a new tab on your device for the client to fill in and submit

Security tip

To protect sensitive data when a client is completing a form on your device:

  • Log out of Bookem before handing over your device

  • Make sure your password isn’t saved in your browser

Option 2: Send form

Follow the prompts to send the form to the client for them to complete on their own device.

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