Within Healthie, the Account Settings section of an account enables account admins to customize both the provider and client experience within Healthie
Healthie's Calendar gives you the power to set your weekly and ad-hoc availability, embed Healthie onto your website, and sync the calendar with other calendars you use in your life, including iCal, Google, and Outlook. You can also configure over 25 settings to meet the needs of your specific workflows, including your locations, whether you'd like to allow for same-day appointments, a buffer time, e-mail and text reminders, and more.
Access your appointments settings: Settings > Calendar > Appointment Settings
This article reviews the settings specific to Healthie's calendaring & appointments features.
In this article:
Overview: Appointments Settings Page
All of your default appointment settings can be found on your "Appointments Settings" page. This page is organized into groups of settings, including:
- General Availability
- Contact Types
- Appointment Timing
- Appointment Alerts
- Confirmation & Cancellation
- Credits & Insurance
- Video Call Settings
Note: while these settings generally apply to all appointment types, they can also be configured on a per appointment-type basis. Learn more about Advanced Appointment Type Settings here.
We'll walk through the details of these settings categories in the sections below.
Click "Edit" (pencil icon) and a side panel will display with the option for you to edit settings.
Set Availability by Appointment Type
With this setting, you can turn on the option to create different availability for each of your appointment types. This can be particularly useful if you want to enable certain services to be available for clients to book on specific days/times.
For example, you can open availability on Wednesday mornings for body composition testing.
Or you can use this setting to better structure your day. Perhaps you want to set availability every morning for discovery calls, and leave the afternoons open for only existing (follow-up) clients to book.
Set Availability by Location
If you modify appointment locations, upcoming appointments will automatically be updated with the location information you have replaced.
Set Availability by Contact Type
Within Healthie, you have the options to set up appointments to meet generally as a:
- Healthie Video Call
- In Person
- Phone Call
By default, all of these contact type options will be available for your appointment types, unless you edit your appointment type directly. You can drag and drop the order in which these appear to clients when they book with you.
You can also deselect any of these options and they will no longer display as a contact type for any existing or new appointment types. For example, if you are a 100% virtual practitioner, you can deselect "In Person" on a global level.
- If you are offering In-Person appointments, you would need to set up your locations and rooms which can be done here.
- If you offer Phone sessions, you can designate if clients should call the provider, or the provider will call the client.
- If the provider will call the client, the client will be prompted to enter their phone number when booking the session
- If the client will call the provider, the client will see the number to call at the time of their session
- You can also set the contact type on a per appointment type basis. Customize your appointment types here.
Adjust settings that pertain to the times that appointments can be booked, how far in advance, and more.
Same Day Appointments
Enable or disable the ability for clients to book same-day sessions with you (e.g., book an appointment for later today).
Set a minimum time in between sessions, to prevent back to back appointments and enable you to save time for charting and follow-up before a client is able to book.
Only Allow Appointment at Specific Intervals
This setting will affect the timing of appointments, and can help you control when an appointment will start. The options include:
- Allow any interval (clients can book at any time that falls within the hours of your availability)
- Every 5 minutes (ie. appointments starting at 3:00, 3:05, 3:10, etc will display to be booked) - email firstname.lastname@example.org to have this setting enabled for your account.
- Every 20 minutes (ie. only appointments starting at 3:00, 3:20, 3:40, etc will display to be booked).
- Every 30 minutes (ie. only appointments starting at 3:00 and 3:30 will display to be booked)
- Every hour (ie. only appointments starting at 3:00 and 4:00 will display to be booked)
Minimum Time in Advance
Use this feature to set a minimum number of time/days that someone can book a session with you, to add near-term predictability to your schedule.
- No Limit
- 30 minutes before
- 1 hour before
- 3 hours before
- 9 hours before
- 12 hours before
- 1 day before
- 2 days before
- 3 days before
- Ongoing minimum number of days
Maximum days in advance
Use this feature to set a "cap" on the number of days in advance that someone can book a session with you. For example, if today is July 1st, and you set a maximum days in advance of 15 days, clients will not be able to book a session with you after July 14th. Clients will not see available times past their maximum booking date, but you will still be able to book a session further in advance than this restriction.
Please keep in mind that if a maximum days in advance date is something low (e.g., 3 days) you can run into an issue where there appear to be no available time slots, particularly if you sync a calendar with Google, iCal, or Outlook calendars.
Calendar Display Hours
Select the hours to display when setting weekly availability and where your calendar should start by default. For example, if you only hold office hours from 9am-5pm, you can set your calendar to these hours, and no longer view times outside of this schedule. When you adjust hours in this setting, your Main Calendar view will change to show only these hours.
Control which types of automatic notifications, including emails and SMS text, that clients will receive upon booking.
Learn more: Appointment Reminders to Clients
Send Initial Notice Email to Clients
Turn this setting on to automatically send clients an invite email when you schedule an appointment with them.
Client Email & Text Reminders
You are able to set e-mail and / or text reminders for appointments made through Healthie for the following frequencies (select any combination of options):
- One hour before
- Two hours before
- One day before
- Two days before
- Three days before
- Four days before
You are able to customize the text of e-mail confirmation and reminder messages, and here is some information about SMS reminders.
Client Intake Form Reminder
You can also set an e-mail reminder to go out if a client has not completed intake forms, 2 days prior to an appointment. If you enable this setting, then if a client has intake forms that are marked as "required" that have not been completed, they will receive a reminder to complete them.
Confirmation & Cancellation
Control whether clients can cancel or reschedule services with you and more.
Here is a detailed overview of Appointments Settings: Confirm, Cancel, Reschedule
Clients Can Cancel Appointments
If this setting is turned on, clients are able to cancel appointments that are scheduled with you.
If this setting is turned off, a client who tries to press the "Cancel" button for an appointment will see text appear (when they hover on the button) that tells them to contact you if they want to cancel an appointment.
Clients Can Reschedule Appointments
If this setting is turned on, clients are able to reschedule appointments that are scheduled with you.
If this setting is turned off, a client who tries to press the "Reschedule" button for an appointment will see text appear (when they hover on the button) that tells them to contact you if they want to reschedule an appointment.
Require Clients to Confirm your Appointments
Automatically Confirm Appointments
Payments and Credits
There are two sets of important settings within the Payments and Credits Section: Pricing for Appointments and Client Credits.
Pricing per Appointment Type Setting
As part of forthcoming functionality to the platform, Healthie will support the ability for providers to set a price per appointment type and automatically charge clients for completed sessions. When this setting is enabled, providers will be able to add a specific price for each appointment within their Appointment Type Settings.
Learn more about this upcoming functionality here: Automatically Schedule Charges for Appointments
Client Credits Settings
A detailed review of the Client Credits System and related settings can be found here: Client Credits System
Video Call Settings
Healthie makes it easy to offer virtual-first care services by supporting a number of ways to connect with clients virtually. Customize your video call settings to meet the workflow needs of your business.
Learn more: Video Call Settings
Join a Healthie Live Class to learn more about setting up your Healthie account and engaging with clients. Make the most of the Healthie platform with these free live tutorials, open to all Healthie members.