Everything you need to know about form input fields

Forms in Bookem provide a wide range of input fields to help you collect accurate, relevant information from clients - whether before a booking, during a consultation, or via a questionnaire.

Bookem supports three types of forms, each designed for a different part of your workflow:

Sendable forms

Used to collect client information before or outside of a booking, such as:

  • Personal details (e.g., birth date, address, medical aid info)

  • Emergency contacts and allergies

  • Consent forms or pre-consultation questionnaires

Service (booking) forms

Linked to specific services, these forms appear at the time of booking. Use them to ask service-specific questions like:

  • “Why are you coming to see me?”

  • “Where does it hurt?”

  • “Have you had this issue before?”

Document forms

Used within documents such as consultation notes, assessments, and progress reports. These forms are structured and fillable by practitioners during or after a session.

Form field types in Bookem

Basic input fields

Great for capturing free - text responses and common personal details.

  • Short text entry For single - line responses e.g. First name, ID number, allergy

  • Long text entry For detailed answers or descriptions e.g. Describe your symptoms, how can we improve?

  • Phone number and email Collect one or more sets of contact details e.g. Primary phone, emergency email, employer contact

  • Date For selecting calendar dates e.g. Date of birth, incident date

  • Time For capturing specific times e.g. Time of injury

  • Address Collect one or more address types (physical, postal, work). Enable Show Map to let clients search and pin their location using Google Maps

Structured options

Ideal for presenting clear, easy-to-answer choices.

  • Dropdown A list of options - clients select one e.g. How did you hear about us?

  • Multiple choice Shows all options - clients choose one e.g. Pain level, preferred contact method

  • Checkbox (single) One - click confirmation e.g. I agree to the terms and conditions

  • Checkboxes (multiple) Clients can tick several options e.g. Symptoms experienced, areas of concern

  • Tags Multi - select, searchable labels e.g. Favourite colours, conditions, past treatments

Visual and interactive fields

Useful for annotations, consent, or custom inputs.

  • Signature Clients can sign using mouse, touchscreen, or trackpad

  • Diagrams Upload images like body charts, diagrams, or illustrations. Clients or practitioners can annotate or draw directly on them

File and media fields

Great for gathering additional documentation from clients.

  • Uploads Allow clients to upload files such as referral letters, medical aid documents, X-rays, scans, or any supporting information. Supports various file types including images and PDFs

Read-only fields (Sendable forms only)

Used to display non - editable information for the client.

  • Header Add section titles or headings to break up content e.g. “Client details”, “Medical history”

  • Rich text Display formatted content, such as: Terms and conditions, Privacy policies, Instructions or disclaimers

  • Separator Add a horizontal line to visually divide sections of the form

Data - sync and smart fields

Designed to sync with client records or enhance automation.

  • Client profile fields Link form fields to existing client profile fields . Keeps client records up to date

  • Language (system field) Used to send notifications in the client’s selected language. Relevant if multilingual notifications are enabled

  • Timezone (system field) Captures the client’s local time zone. Especially useful for virtual services

Internal-use fields

Not visible to clients - great for behind - the -s cenes context.

  • Notes Used in service (booking) forms to add internal, client-specific information e.g. “Follow up on blood results”

These notes are not visible to clients, but are helpful for team awareness

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