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How to link a form field to a client profile field in Bookem

Sendable forms collect client information, including contact details, medical history, and medical aid information. This data can be stored on the form or merged with the client's Bookem profile.

  • Dynamic form fields Frequently needed information, like medical aid details, should be merged and will automatically update in the profile when the form is revised. This integrated data is accessible throughout Bookem's functionalities, where client details are extracted.

  • Static form fields: Occasional information, such as the referring practitioner's name, can remain on the form and be accessed in the client's profile

Linking an existing client profile field to a form field

If you have all the required fields on your client profiles, then you can hop straight to linking them in your forms.

Follow these steps:

  1. Go to Forms in the side menu

  2. Open the form to start editing

  3. Scroll to find the unlinked form field without a paperclip icon on the top right (the paperclip indicates that the field is already linked to the client profile)

4. Click 'Show More...'

5. Click on the drop-down menu under 'Link to client field'

6. Select the relevant client field to link

7. Click 'Update field'

You have successfully linked a form field to an existing client profile field

Creating a custom client profile field

If you don't yet have all the client profile fields you need, such as occupation or medical aid details, add them to your client profile settings first.

Follow theses steps:

  1. Go to Clients

  2. Click on the Profile Fields button at the top

  3. Click on the + Add Field button at the bottom of the page, or hover over an existing field and click the +

  4. Select the type of field you would like to add

  5. Enter the required information

  6. Click on the 'Add Item' button

  7. Click 'Save'

Linking a client profile field to a sendable form

Once you have created a new client profile field, you can link it to a sendable form. To do this, follow these steps:

  1. Go to Forms

  2. Open the relevant form

  3. Click on the '+Add' button or click the plus between existing fields

  4. The profile field you created will appear in this list, select it

  5. Click 'Save'

Now whenever a client fills out the form, the information from the custom client field will be merged with their profile.

This video shows you how to merge key client details - like contact information, medical history, and medical aid details - so they update automatically in the client’s profile. Watch now to streamline data collection and ensure accurate records.

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