Believe it or not, the biggest general security risk when using Bookem is you and your team. Here are some steps you should take to protect your business data from unauthorised access and keep client information secure:
Always invite each team member to Bookem with their own email address and allow them to choose their own password. Using separate, unique logins enables changes to be logged individually for each team member.
What could happen if you don’t:
Questionable changes can be made to invoices or bookings. For example, when reviewing the revision history of invoices or bookings, you won’t be able to identify who made specific changes.
If someone with shared login details leaves your business, they could continue accessing client data remotely.
Your password should be known only to you.
What could happen:
The same scenario as above.
Avoid allowing other team members access to any email account used to log into Bookem.
What could happen:
Anyone with access to your login email can request a password reset without your knowledge and make changes under your name. When you next log in, you’ll be forced to reset your password, potentially leading to confusion over a “glitch” where your password no longer works.
Do not log into your account on someone else’s device and allow your password to be saved.
We suggest the following:
If prompted, don’t save your password (especially if you’re logging in with Google).
Log out when you’re done working on that device.
What could happen:
If you remain logged in on someone else’s device, they could access or steal your client data or alter financial records.
Bookem does not store any sensitive data locally on your device. All notes and client data are securely stored on our encrypted servers, so even if your device were stolen, patient data would not be directly exposed.
However, to prevent unauthorised access to your Bookem account, we recommend:
Avoid storing passwords on your device or in easily accessible areas. Instead, use a reliable password manager, such as Keychain (MacOS) or LastPass.
Ensure you use a strong, unique password for Bookem.
Share this article with team members to establish security basics for your business.