Bookem streamlines the creation and sharing of professional documents - from referral letters and prescriptions to reports, home programmes, and more. With fully customisable templates and auto - filled client and business information, sending polished, professional documents has never been easier.
You can create a new document directly from a booking or open an existing one.
Alternatively, go to the client’s Documents tab and open an existing document to continue editing or send.
Fill in any required details. If you’re using a template, many fields - like the client’s name, appointment date, or medical aid information - will be auto-populated using variables.
Once your document is ready, click ‘Create & send’ or ‘Save & send’ to finalise it and open the sharing options.
Alternatively, you can click 'Share' in the top right corner of the window to access sending options at any time.
You have several ways to send a document securely:
⚠️ Note: Sharing a document this way will not be tracked or recorded in Bookem’s message history. If you'd like the message to appear in the Messages and the client's communication record, use the Email or SMS send options instead
When you share a document link, you're sharing the saved version of the document at that time.
🔁 If you make edits after sending or copying the link, the recipient will still see the original version.
To share updated content, simply repeat the Send steps above - Bookem will generate a new, updated link automatically.
Messages sent to non-clients ie. pharmacies, other doctors or family members won't be saved to a client profile if the recipient is not saved as a client.
To view these messages,
1. Go to 'Messages' in the main menu
2. And click on the 'Sent' tab
3. You can check on message delivery status by clicking on the message to open it