Create embeds or sharing URLs for clients to book with all or specific providers

Healthie's calendar and package embeds enable you and your team to share custom views of your Organization Calendar and Client Packages. These views can be created as a URL or an embeddable widget, and you can customize which providers and packages appear in your URLs as you streamline your client onboarding process.

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.

Healthie offers 3 primary options (Options A - C below) for how you can display your calendar & package options. This article provides an outline of your options, and how to pull the specific URL / embed code to meet your client onboarding needs. We have also aligned with our Organizations on custom onboarding requirements (Option D below).

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, replace the &provider_ids[...] section of your package / booking link with the snippet of code &org_level=true to show the full team's openings
Alternatively, if you would like to show the combined availability of a set of specific providers rather than the entire organization, generate the link with specific providers filtered, leave their IDs in the URL and add &org_level=true&vorp_ezimodnar=true to the end of the booking link. This will skip the “Select a Provider” step in the booking flow.

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 by adding credentials after the Last Name of the provider in their account settings: ie. Mary Jones, NP (where Jones, NP is the Last Name of the provider).

To set up Option C, please use the "Share and Embed" option navigating to Billing > Client Packages > More > Share and Embed. More information here. You will be able to select Providers and Packages that you'd like to use.

Option D: Something Else

An alternate solution would be to:

Create a separate Appointment Type that is setup to require booking with the providers you want to show the shared availability of
Generate a sharing link for that specific Appointment Type
Setting up the availability for this new Appointment Type for the providers involved
Replacing the &provider_ids[...] part of a a booking link with &org_level=true that link will show the combined availability for your entire organization for the appointment types included on the link

This would result in a booking link that shows the combined availability for just these providers. It's a more involved process but it's how you would be able to implement this workflow with what is currently possible within Healthie. More details on how to require a specific provider to be available as part of an appointment type will be found here: Configure Appointment Types

Full suite of options on Scheduling URL Param Options

Healthie’s shareable and embeddable scheduling links can be configured via URL params. This document goes over helpful params that can be used to customize the booking experience

URL Format

Healthie’s booking links use the following format in Ruby String syntax:

“#{BASE_URL}/appointments/embed_appt#{URL_PARAMS}

BASE_URL is the first of your organization's portal on Healthie interface:

Environment	Base URL
Staging	https://securestaging.gethealthie.com
Unbranded
Production	https://secure.gethealthie.com
White labeled
Production	The provided white label URL

Key URL Params

This is a full list of the parameters available for use when creating customized URLs:

Name	Description	Valid Values
appt_loc_id	Appointment Location ID. When booking an in-person appointment, this preselects the appointment location	Any valid Appointment Location ID
appt_loc_ids	Array of Appointment Location IDs. When sent in, the potential appointment locations options are limited to these provided IDs.	Any valid Appointment Location ID
appt_type_id	Appointment Type ID. When sent in, the appointment type select step is skipped and this is preselected. If sent in, a contact_type must be sent in as well	Any valid AppointmentType ID
appt_type_ids	Array of AppointmentType IDs from which a patient can select. When passed, the potential appointment type options are limited to these provided IDs.	Any valid AppointmentType ID
contact_type	Contact Type for the session (as a string). Only is applied if appt_type_id is also passed.	Phone Call, In Person, Secure Videochat
dietitian_id	The ID of the provider who is sharing their availability	Any valid User ID
email	Pre-populates email address in the “Your Information” section	string
embed_form_id	Add a custom module form section to the bottom of the “Your Information” page.	From Forms in platform.
end_range	Available dates show will be on or before the end_range.	yyyymmdd formatted date
first_name	Pre-populates first name in the “Your Information” section	string
form_only	If true, displays the form only. Otherwise, the form is appended to the bottom of “Share your information” within client booking.	true/false
hide_embed_title	Hides the heading above the left navigation.	true/false
hide_package_images	When choosing from multiple packages (Choose package step), determines if the cover image displays for each package - above the description & details.	true/false
immediate_checkout	When false, it will skip the scheduling step during package purchase	true/false
insurance_step	Present an insurance selection step to the user based on accepted policies. When selected, the Insurance will filter the provider list.	true/false - Accepted Policies setup: https://help.gethealthie.com/article/1309-july-2025-release-notes#Assign-Insurance-to-Providers-for-Streamlined-Booking-KvunD
last_name	Pre-populates last_name in the “Your Information” section	string
offering_id	The package that is purchased.	Any valid package ID.
offering_ids	When multiple packages should be available to purchase.	Any valid package ID.
org_level	When true, determines whether to choose a provider from the provider’s Organization rather than just the provider.	true/false
phone_number	Pre-populates phone_number in the “Your Information” section	string
primary_color	Sets primary & secondary (gradient) for the wizard experience: Left Nav content & page content.	Any valid hexadecimal.
provider_id	The ID of the provider who is sharing their availability. Alternative to dietitian_id	Any valid User ID. alias for dietitian_id
provider_ids	An array of Provider IDs. Must be passed in with org_level as true. When passed, the potential provider is limited to these provided IDs.	array of valid provider ids
read_only	When passed as true, the user information on the “complete booking” screen will not be editable. Only use if prefilling fields: first name, last name, email, phone.	true/false
reason	Pre-populates reason in the “Your Information” section	string
require_offering	Include the steps required for purchasing a package	true/false
skip_state_select	Skips state as a step in the wizard. This overrides any appointment type settings.	true/false
start_range	Available dates show will be on or after the start_range.	yyyymmdd formatted date
state_licenses	An array of two-letter strings that correspond to the states where a provider needs to be licensed.	An array of valid state abbreviations
tag_ids	An array of Tag IDs. When sent in, only providers with ALL of the specified tags are considered potential options.	array of valid tag ids
timezone	Sets the timezone for the display of time slots on the DateTime step in the wizard.	IANA Values from Time Zone selector.
vorp_ezimodnar	When true, the patient will not see the option to choose a provider because one will be randomly chosen for them.	true/false

Here's an example URL with a pre-selected state and subset of tags:

https://secure.gethealthie.com/appointments/embed_appt?provider_id=30&state_licenses=[NY]&tag_ids=[1,2,3,4]

FAQs

When booking round-robin, does it show the superset of all providers' availabilities?

Yes, the link will search availability for all providers.

If two providers are available at the same time, which provider will get the booking?

Healthie will randomly choose the provider.

How can a support team member share a calendar?

If a support team member doesn't have access to their own calendar, they can still create a share link or embedded code for providers in their organization. This is done by:

Navigating to the Organization Calendar
On the left-hand side under View by Provider click any provider name
This will bring you to the provider's calendar where you can then click More > Share and Embed