For Organizations: Create URLs / embeds 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). 

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 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

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"

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