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"
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