Sendable, booking and document forms - what's the difference?

Bookem includes three types of forms, each designed for a different purpose in the client journey. Understanding when and how to use each one helps streamline your workflow and ensure you're collecting the right information at the right time.

Sendable forms

Sendable forms are used to collect detailed client information before or outside of an appointment. They're ideal for onboarding new clients or requesting consent for specific treatments and are typically linked to an automated message.

Common use cases:

  • Intake forms for new clients

  • Consent for treatments (e.g. dry needling or manual therapy)

  • Medical aid or insurance details

  • Emergency contact and allergy information

You'll find and manage your sendable forms by going to Forms in the main menu.

Booking (service) forms

Booking forms are completed by clients when making an online booking. They capture essential information needed to confirm the booking and can be customised based on the service selected.

Common use cases:

  • Capturing basic info (name, phone number, reason for visit)

  • Service-specific questions (e.g. “Where does it hurt?”, “Have you visited before?”)

  • Reducing admin by collecting upfront details

Most services are automatically linked to a default booking form, but you can customise these per service under your settings.

Where to manage them: Settings > Services > Forms

Document forms

Document forms are inserted directly into a document or document template and are typically used during or after a session. These forms contain structured fields for capturing clinical observations or progress notes.

Common use cases:

  • Consultation and assessment templates

  • Body charts for marking pain or injuries

  • Progress reports with checkboxes and drop - downs

  • Structured session notes

Where to find them: Documents > Forms

Learn more