Deep dive: Set and Remove Availability
Healthie's Calendar gives you the power to set your availability, configure over 35 settings, embed Healthie onto your website, and sync the calendar with other calendars you use in your life, including iCal, Google, and Outlook. Once you set your availability and service offerings, you are also able to generate sharable URL links to add Healthie into your social media accounts, newsletter lists, or directly with a specific client.
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.
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.
- One-time availability: You can set time blocks for specific dates / times that does not recur on subsequent weeks. Once these are set up on your calendar, these are denoted with a wavy texture.
- 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. Once these are set up on your calendar, these are denoted with a solid texture.
Set and adjust recurring availability
Set your default availability of when you'd like clients to be able to schedule with you. Navigate to Calendar > More > Weekly Availability. You will be able to drag and drop times, which auto-save, which turns a specific time green. These blocks will show up on your main calendar view in solid green.
You can adjust your recurring availability by navigating back to this screen, and clicking on specific green boxes to remove availability for specific days of the week. This will by default apply to all subsequent weeks.
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, please note that each provider will need to log in and set their own recurring availability.
Once these openings are set up, clients are able to book sessions with you at these times.
Set and adjust one-time availability
You can set specific availability for a single day, that will not affect your recurring availability. Navigate to Calendar > More > Add Availability for Day. You will be able to add specific time blocks, and you will notice on your main calendar view that these show up as a wavy green block.
To adjust one-time availability, navigate to the left-hand Calendar bar. Click any one-time availability block directly in your calendar, and you will be able to edit or remove it via a pop-up box that appears. Please note that "Show appointments" and "Weekly availability" must be unchecked when trying to remove or adjust your one-time availability.
Block Availability on a one-time basis
If you would like to prevent clients from booking with you on a one-off basis, e.g., you are going on vacation or celebrating a holiday, you can block off availability on a one-time basis. Navigate to Calendar > More > Block Availability, and then select the date / time that you'd like to block. During these time blocks, clients will not show availability to book, but you will be able to book an appointment yourself during this time.
How to video on Setting Availability
This Healthie How-to video walks through the process of setting and removing your availability on Healthie's calendar.