Set and Remove Availability

You can set your default availability to allow clients to book with you, as well as to enable other team members in your organization to view when you are available for client sessions. This saves you administrative time navigating when you are available, and automatically syncs to the availability shown when you add your Healthie calendar to a website, or enable clients to book with you from their portals. 

If you have not already done so, we suggest that join our success team in our Calendar Deep-Dive Live Class. In this recurring free Live Class, we'll walk through setting up your calendar and creating bookings. 

For Organizations: find more guidance on managing availability on your shared organization calendar here

IN THIS ARTICLE:


One-Time vs Recurring Availability

Healthie's calendar allows you to set up two different types of availability, for clients to book with you.  

  1. One-time availability: You can set time blocks for specific dates / times that does not recur on subsequent weeks.
  2. Recurring availability: You can set time blocks for each day per week that recur automatically on your calendar, unless otherwise blocked by a sync from an external calendar, or a manual block of availability that you add (more info on that below). 

To manage your availability, navigate to Calendar > Availability (tab on the top-left of your calendar page) 


Set & Adjust Recurring Availability

Set your default availability of when you'd like clients to be able to schedule with you. 

To manage your recurring availability, navigate to Calendar > Availability (tab on the top-left of your calendar page). 

Check that Show "Repeating Availability" is selected from the side panel. 

Click on the day of the week you'd like to add recurring availability for (ie. Monday). The Edit Availability side panel will appear. 

  • Check the box "This is a repeating availability"
  • Confirm the start date in which you'd like this availability to start recurring 
  • Confirm the day of the week 
  • Set the Start Time and End Time
  • Save 

You'll now see your availability display on your calendar (from the Availability tab). 

You can adjust or delete your availability by clicking on the Availability > Edit

If you have availability by appointment type / location enabled, you will want to set your availability for each appointment type. 

If you are part of an organization, you are able to set availability on behalf of other providers in your organization. To do this, Navigate to your Organization Calendar, Select the Provider > More > Set Weekly Availability. 

Once these openings are set up, clients are able to book sessions with you at these times. 


Set & Adjust One-Time Availability

To manage your one-time availability, navigate to Calendar > Availability (tab on the top-left of your calendar page). 

Check that Show "One-Time Availability" is selected from the side panel. 

By default, your availability calendar displays the current week. You can adjust the week by toggling over on the arrows. 

Click into your calendar on the day you would like to add availability. 

  • Confirm the start date (Note: you can schedule availability to start in the future) 
  • Adjust the Start Time & End Time
  • Save

You'll now see your availability display on your calendar (from the Availability tab). 

You can adjust or delete your availability by clicking on the Availability > Edit


Block Time (Out of Office)

If you would like to prevent clients from booking with you on a one-off basis, you can block off availability on a one-time basis.

If you have recurring availability set on your calendar, you'll need to add "Blocked Time" for the days/times that you'll be out of the office (as opposed to removing your recurring availability).  

Learn how to Add a Time Block


No availability

If you do not have availability set for an appointment clients will be notified of this through the appointment booking process. 

If you do not wish for clients to be able to book appointments directly, you can edit your Calendar preferences to disable client booking. Learn how


Extend Daily Availability View on Calendar

In some cases, you may want to extend the hours visible on your calendar. 

Navigate to Gear Icon (top-right) > Settings > Calendar

Scroll to the "Appointment Timing" box and you should see an option to edit the "Calendar Default Display." You can adjust the time here, subsequently adjusting your weekly availability calendar.


View Availability for All Appointment Types

When "Availability by Appointment Type" is enabled for an account, providers are able to create availability for each appointment type. 

From the Calendar Availability view, the option to select "ALL" will now appear in the side filter for Appointment Types. This will then display all availabilities added for every appointment type. Healthie will automatically adjust the view to display multiple scheduled availabilities if there is any overlap. 

Hover over an availability added to the calendar to expand more details. 


Availability FAQs

Can I block out time on my calendar for completing Tasks that I've created in Healthie? 

In order to create a block on your calendar to assign time to complete a Task, you will have to block the availability on a one-time basis, as described above. This way, no clients will be able to book with you during this time so you can complete your Task. Another option is to create an appointment type titled Task, so you are still blocking out the time but your coworkers and clients are aware you are busy working on a project during that time.


Forthcoming Updates

There are ongoing updates planned that will continue to improve your experience when managing availability & blocked time, including:

  • Ability to set recurring blocked time 
  • Ability to set recurring availability for every other week frequency 
  • Managing availability in the Healthie mobile app
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