Get to Know Your Client Better

Know Your Client Better

By using the SimplyBook.me booking system you can also take the advantage of getting to know your clients better. With further information about each of your clients you are capable of providing them with a better and more personal service.

Intake forms

With the Intake Forms custom feature you can request further information from your clients upon booking using custom fields. Answers can be provided in various formats such as text lines, drop-down menus, radio buttons etc. This is helpful when you need more information about your client in order to prepare for the meeting.

Text line
Text field
Drop-down menu
Checkboxes

SOAP info

Our SOAP custom feature allows you to insert time stamped records with 4 text fields that is attached to your client's profile in the system. SOAP notes are a style of documentation that medical professionals, such as nurses, therapists, athletic trainers, counsellors, and doctors, use to record information about their patients. The acronym stands for subjective, objective, assessment and plan.

Subjective

Objective

Assessment

Plan

If you have already activated the SOAP custom feature then you can also benefit from the Medical History tab on your client's profile. That´s where you can insert all medical related information about that specific client and make sure that you can access it at all times.