Allow clients to upload images, scans, reports and more

Bookem lets your clients upload files through forms. This is useful for virtual consultations or when you need supporting documents before a session - like referral letters, photos, or test results.

How to allow clients to upload files to Bookem

You can collect file uploads in two ways:

  1. Through a sendable form

  2. As part of a booking form for a specific service

Here’s how each one works:

Option 1: Use a sendable form

Best for:

  • General intake forms

  • One-off requests for files

  • Virtual consult prep

  • Follow - up surveys

Steps:

  • Go to Forms

  • Create a new form or select an existing one

  • Click +Add

  • Scroll to the Uploads field at the bottom

  • Set the file limit, edit the field label and insert a helpful prompt

  • Click Add item

All uploaded files will appear in the form submission linked to the client, under the Forms tab.

Option 2: Use a booking form (Service Form)

Best for:

  • Collecting uploads during online bookings

  • Services that need specific pre-appointment files

Steps:

  • Create a new form or select an existing one

  • Click Add, add an Uploads field, then Save

  • Link the form to the appropriate service

Now, when clients book this service online, they’ll be prompted to upload files during the booking process

Learn more: