You can use custom fields to store extra information about team members that isn’t already covered by Bookem’s default fields. This helps you tailor the system to your practice’s needs and streamline your documentation.
Follow these steps:
Go to Settings > Team members
Click Custom fields
Select + Add field
Choose a field type from the list For example: use short text for a practice number or professional registration number
Click Add item and then Save
Here are a few examples of what custom fields are commonly used for:
Professional registration number
Practice number
Qualifications
These fields can be useful for practices that need to track registration details or include qualifications in client-facing documentation.
Once you’ve added custom fields to your team members, you can pull them into:
Document templates – for example, include a team member’s registration number or qualifications at the bottom of a treatment summary or report
Letters or referrals – automatically insert relevant team member details without having to type them out manually
Clinical notes – where required, use these fields to personalise or standardise notes with professional credentials
To include a custom field in a document template, use the variable selector when editing the template. Custom fields will appear under the team member section in the list of available variables.