Forms in Bookem let you collect important information from clients online - no more paper forms and manual data capture
Sendable forms Used to collect information from clients before or after their appointment (e.g. intake forms or feedback questionnaires)
Can be sent via automated messages or manually
Service booking forms Triggered when a client books a specific service online
Perfect for gathering service - specific details (e.g. injury details for a physio session)
Document forms Used in documents, like clinical assessment forms or body charts
These are filled in by practitioners and attached to the client’s record
Profile fields are structured pieces of information stored in each client’s profile things like their name, contact details, medical aid number, ICD-10 code, or any custom data you need to track
When you link a form field to a profile field, the information the client enters will automatically update their profile This helps keep your client database accurate and saves you from entering data manually
Every client profile starts with these built-in fields:
Name and last name
Email address
Cellphone number
Client time zone
Opt out of notifications and automated messages
You’ll find these under Clients > Profile fields You can:
Add additional profile fields
Reorder fields to control how they appear on the profile
Edit field names
Delete fields you don’t need
Need to track something specific - like preferred pronouns, emergency contacts, or GP details?
You can create custom profile fields with different formats:
Short text
Long text
Phone number
Address
Checkboxes and more
Once added, your custom fields will appear on each client’s profile, and can be included in forms
When building a form, you can insert linked fields - these are tied to client profile fields
If a client fills out a form with linked fields:
Their answers will update their profile automatically
You and your team will always see the latest info, without needing to double - handle data
This is especially useful for intake forms or any form that collects basic contact, medical, or consent details
If a client updates their details later via their personal link, their profile will be updated automatically
This video covers inserting fields linked to client profiles, adding a heading that appears when printed, and inserting a long text field with placeholder text and help text.
Here are some additional things you might like to know about forms:
How to create/edit a sendable form such as intake forms or questionnaires
How to create a note form such as assessment forms or body charts
Marking a field as required for completion by a client
The different ways to send a form to a client to complete