Availability by appointment type, location, or contact type

Setting your availability within Healthie is an important part of your scheduling workflows. Having set availability will ensure that clients are able to see available days/times to book appointments with your business. 

On top of our standard settings for availability, Healthie offers three ways to customize your availability and build better workflows for your day or week:

  1. Appointment Types (ie. initial appointments or follow-up sessions) 
  2. Location (ie. different offices) 
  3. Contact types (ie. phone sessions, telehealth sessions, in-person sessions) 

This article runs through how you would use each of the three options and how to set these up in your account. 


Setting up Availability by Appointment Type, Location, or Contact Type

  • Navigate to "Settings" (gear icon on the top right) 
  • Select "Appointments" from the settings menu 
  • Adjust the options in the "General Availability" section by clicking the "pencil icon" 
  • You may need to e-mail hello@gethealthie.com in order to have these enabled on your account.


Availability by Appointment Type

Setting up your availability by appointment type is useful if you have several appointment types and you would like to set your availability (hours that calls can be booked) based on appointment type. For example, if you want to take intro calls on Monday mornings, you could set that up via Availability by Appointment Type. 

Once this has been enabled on your account, You will be able to adjust your Weekly Availability based on the Appointment Type you have selected. 

Navigate to Calendar > More > Set Weekly Availability. You will see each of your appointment types listed along the left-hand column. Click and drag down areas you are free. This will just apply to that specific appointment type, so you will need to repeat this action for each Appointment Type that you offer, to add your weekly availability for EACH appointment type that you offer. 


Availability by Location

Setting up your availability by location is useful if you have several locations in which you see clients, and you are available on different times based on the location.  

Once this has been enabled on your account, You will be able to adjust your Weekly Availability based on the Location you have selected. 

Navigate to Calendar > More > Set Weekly Availability. You will see each of your locations and appointment types listed along the left-hand column. You will notice a blue dot next to a location and another blue dot next to an appointment type indicating that you are entering the availability for the specific location.


Availability by Contact Type

Setting up your availability by contact type is useful if you would like to be available for just virtual sessions some days, and in-person sessions on other days. 

Once this has been enabled on your account, You will be able to adjust your Weekly Availability based on the Contact Type you have selected. 

Navigate to Calendar > More > Contact Type. You will see each of your contact types, locations, and appointment types listed along the left-hand column. You will notice a blue dot next to the contact type, location, and appointment type indicating that you are entering your availability for the contact type, the specific location, and for the specific appointment type. 

Note: If Healthie Video Call or Phone is selected for contact type, the option to select a Location will disappear.

Still need help? Contact Us Contact Us