Bookem allows your clients to upload files through sendable forms. This can be useful for virtual consultations where the client's documents or reference images for their concern can be added.
1. Set up the form to collect file uploads:
Go to Forms and locate the form you’d like clients to add files to; or add it to a service form by navigating to Settings > Services and choosing the Form option near the top
Click ‘Edit’ to open the form
To add a new form field, click ‘+Add’ and scroll down to find the ‘Uploads’ form field at the very bottom of the page
Now, set the limit for the number of files that can be uploaded by clicking on the drop-down
You can edit the label name
Remember to click 'Save'
If this is a Service Form, i.e. for clients to use special fields when booking online for a service, remember to specify in each service's settings to link to this form. Read more.
2. Send the form to your client:
Send the form manually from the client profile
or from Forms
Alternatively, you can setup forms to be sent via automated messages
All files uploaded by clients are available in the forms they have submitted.
Use clear and concise instructions in the form to guide clients on uploading files.
Consider providing examples of the types of files that can be uploaded.
Test the form before sending it to clients to ensure that the file upload feature is working correctly.