Deep dive: Appointment Types (Enabling / disabling clients to book)
Appointment Types enable you to showcase the types of sessions that you offer to clients. Think of Appointment Types as the menu of session options that you provide to clients.
Within Healthie, you are able to customize:
- The name of your appointment type (E.g., initial consultation, follow-up session, group appointment, free webinar)
- The length of this appointment
- The location (whether you are available by phone, in person, or via telehealth)
- Whether or not a client can book this type of appointment themselves
- If this appointment type is a group appointment (leave unmarked if this appointment type is for one-on-one consultations)
Setting and editing appointment types
- Calendar > More > Appointment Types
- Edit / Add New Appointment Type
You will then be able to customize appointment types
Note, you can create different appointment types for different groups, if you have created different groups in Healthie (ie: Pediatrics vs. Adult clients).
Enabling / disabling clients to book an appointment with you
If you would like clients to be able to book an appointment with you, please click the "Clients can book" button within a specific appointment type.
- You can turn on the ability for clients to book just certain types of appointments, or all types of appointments.
- If you have not enabled "Clients can book" for any appointment types, your embedded calendar will show no availability, if you try to test this feature.