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Automatically send forms for first bookings only

Bookem lets you automatically send a form (such as an intake or consent form) to clients when they make their first booking only. This is useful when:

  • You need consent for a specific treatment

  • You want to collect important information before a client's first appointment for a specific service or with a particular practitioner

Follow these steps to link a sendable form to a service for a client's first booking:

1. Create or edit your sendable form

Go to Forms and create or update the form you want to send automatically, such as an intake or consent form.

2. Set up an automated message

3. Configure your message rules

  • Under For what occurrences of these bookings would you like to send a message select First booking

4. Customise the message

  • Edit the message body to include the information you want to send to the client

  • To insert the form, type # and select the correct form from the list that appears

  • The form will be inserted as a variable in the message and appear in purple, just like other message variables

Once saved, Bookem will automatically send your form to clients when they book that service for the first time.

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