Add a "Client Portal" Login to your website
While most clients tend to access Healthie from the mobile app, there will be instances in which they must log into the web portal to complete intake forms, make payments, or purchase a package. To make the login process easier for your clients, you can add a client portal on your website for your clients to login through directly. This allows you to embed a link, branded with your business logo & name, where clients can access your Healthie platform via your website or social media account. Healthie generates a unique, branded URL that you can place on your website, social media, and/or email newsletter for clients to log in to their account.
IN THIS ARTICLE:
Set up your Client Portal Login
Part 1: Create and edit your Client Portal URL
To create the custom link to your Client Portal:
- Navigate to your Settings menu, by clicking the gear icon on the top right.
- Scroll to the “Business” menu, click on the “Branding” tab.
- Click "Edit" next to the "Client Portal" menu.
- You can then customize your URL with your brand name (example: /LiveBetter)
Note: Your URL must contain 3-100 letters or numbers. Special characters cannot be included.
You'll then be able to use your branded link (example: secure.gethealthie.com/go/livebetter) which will bring clients directly to their login page, as opposed to requiring them to go to gethealthie.com and logging in from the main site page.
Part 2: Create a button on your website
The steps to creating a button on your website will vary depending on the hosting site you used to build your website. When building your button, title it something like “Login Here” or “Take me to Healthie” so that clients know exactly how to navigate from your website to their Healthie portal.
You can then attach the custom link you created within Healthie to the button, so clients have a new, seamless experience logging into their Healthie portal.
In addition to the customized URL for your business, branding elements that you’ve implemented within Healthie, such as your business name, logo, and color scheme, will automatically be client-facing.
Healthie’s Non-Branded URL
Depending on your plan level, you may only have access to Healthie's default URL, the link to which is here: https://gethealthie.com/users/sign_in. The client portal still offers a clean look and is easy to use, just without your practice’s branding elements.
Mobile App Links
Our data shows that clients tend to access Healthie from their mobile device. The mobile app enables clients, and providers, to access their accounts conveniently while on the go.
The app to download is the same for both providers and clients, but you'll use different login credentials to access. Find the download links and learn more about the Healthie mobile app here.