Bookem lets you send forms and documents to anyone, even if they don't have a client profile yet. This is useful for sending pre-session or screening forms, or referral letters and reports.
Follow these steps:
1. Go to Forms
2. Locate the form you'd like a non-client to fill in
3. Click on the three-dotted kebab and select ‘Fill in’
4. Select 'No-client'
5. A pop-up window will prompt you to open the form or scan a QR code to access the form
6. The person can scan the QR code to fill out the form, or if not with you in person, open the form to copy and share the URL via email or messaging apps like Gmail or WhatsApp
7. The form won't be saved to any client profile but will be stored under 'Responses' under the specific form