Multiple providers: Creating custom links / embeds for client to book
Healthie's calendar and package embeds enable you and your team to share custom links with clients, either as a unique link or as an embed widget.
These links enable clients to buy and/or book with you from your website / social media / newsletter accounts, and be automatically linked to you on Healthie.
If you have multiple providers in your organization, Healthie offers 3+ permeations for how you can display your calendar & package options.
IN THIS ARTICLE:
Option A: Each provider maintains a unique link
- In this instance, each provider maintains their own unique link that shows their availability, and enables clients to book / purchase.
- If a client (or prospective client) uses this link, they are automatically associated with that specific provider in your organization.
- This is commonly used for organizations that have a website biography page that outlines specific provider services with link to book / purchase.
- Each provider can pull the link to book here, and purchase
- If you'd like to include JUST calendar availability, please have each provider navigate to Calendar > Share Calendar, and generate their unique link
- If you'd like to include a package in this booking flow:
- Billing > Client Packages > Package > Share > Select Provider > Copy Link
Option B: One link shows the entire organization's availability
- In this instance, your full organization's availability is incorporated into the booking flow.
- If a prospective client uses this link, they are assigned to a provider based on the availability that providers have, in aggregate, set. If more than one provider the same opening available that a client selects, the client is randomly assigned.
- This is commonly used for organizations in which there is no preference (e.g., based on geography or specialty) of client / provider.
- To pull this link, add the snippet of code &org_level=true to the end of your package / booking link to show the full team's openings
Option C: [Multi-step] - Clients select a provider (or indicate no preference), then select a time
- In this instance, all providers are shown in a single directory before a client is prompted to find a specific time to provider maintains their own unique link that shows their availability, and enables clients to book / purchase.
- Clients can also select "no preference" which will pull the availability of all providers in the organization
- If a client (or prospective client) uses this link, they are automatically associated with that specific provider in your organization.
- This is commonly used for organizations that do not have a website biography page that outlines specific provider services with link to book / purchase, but still want clients to be able to choose their provider.
- You may also want to indicate Specialty of a provider, which can be set up
- To have Option C enabled, please e-mail hello@gethealthie.com with the subject line "Option C"
Option D: Something Else
If you are interested in another permeation of your calendar and/or booking, please e-mail hello@gethealthie.com with the subject line "Option D"