Integrating Healthie's Calendar & Billing with your Website

Calendar and Packages that you create within Healthie can be added directly to your website (or, shared via URL on social media, newsletters, and via QR Code). This enables prospective & current clients to: 

Healthie's Calendar & Packages can be integrated into nearly every website host, including Wordpress, Wix, Weebly, Squarespace, GoDaddy, Webflow, and others.

IN THIS ARTICLE:


Automations occur when you incorporate Calendar & Package links onto your website 

There are many advantages to incorporating Healthie's Calendar & Package links onto your website. Namely there are a set of automations that will happen to streamline your onboarding of clients, including: 

  • Prospective (and existing) Clients are able to directly purchase / book with you
  • You as the provider receive an e-mail and in-app notification that a client has purchased / booked with you
  • The client automatically appears in your Client List
  • Client receive a welcome email as well as confirmation of their purchase / booking and is able to initiate the process of completing their intake forms

Moreover, our system will smartly detect whether a client is already in the system, to prevent / streamline the possibility of duplicate client accounts being created in your account.


Incorporate your Calendar onto your website

There may be instances that you would like clients (or prospective clients) to book with you without purchasing any services. For example, if you are offering a free consultation, if you would like to charge your clients after a session has ended, or if an insurance company will be covering the session. 

There are two ways to add your Calendar to your website for clients to review your availability and book with you online: 

  1. Embed the Calendar onto a Website Page
  2. Add a Button on your Website that connects to a Healthie Calendar URL

Whether you select Option 1 or Option 2 will typically depend on whether you'd like to have introductory text for each appointment type and/or provider before prompting clients to book, versus deciding to embed Healthie's available layout directly onto your page. 

Option 1: Embed Calendar onto a Website Page

  • Navigate to Calendar > More > Share and Embed Appointments
  • You will see the option to select all or some of your appointment types
  • Copy the HTML Code, and add this to your Website
    • Now log into your website creator and add this HTML code to the page that you want your calendar to be on. 
    • Make sure that your code is placed onto a page for HTML code so that it is not mistaken by the web creator for text. 

Option 2: Add a Button on your Website that connects to a Healthie Calendar URL 

  • Navigate to Calendar > More > Share and Embed Appointments
  • Click "Sharing Link"
  • You will see the option to select all or some of your appointment types
  • Copy the URL code that is generated


Incorporate your Packages onto your Website

You may want clients (or prospective clients) to purchase services from you from your website directly, and take advantage of the automations that this will afford you. You are then optionally able to enable clients be prompted to book an appointment with you, after they have purchased the Package. 

There are two ways to add your Packages to your website for clients to review your availability and book with you online: 

  • Embed the Package(s) onto a Website Page
  • Add a Button on your Website that connects to a Healthie Package URL
  • Whether you select Option 1 or Option 2 will typically depend on whether you'd like to have introductory text for each package or set of packages before prompting clients to purchase, versus deciding to embed Healthie's available layout directly onto your page. 

    To set this up, Navigate to Billing > Client Packages > More > Share and Embed Packages. Follow the instructions to select the packages and pull the links of interest.


    Add a Login Portal Button to your Website

    If you would like to add a Client Portal Login button to your account, here are instructions to do so.

    Links for Group Practices & Organizations

    • If you have multiple clinicians in your business, follow these instructions for advanced configurations and options. 


      Advanced help for specific website builders

      Wordpress:

      • Create a new page (third item in the dropdown menu after pressing New + in editing mode). 
      • In the upper right corner of the main box where you’d write your content are two options, ‘visual’ and ‘text’. 
      • By default, ‘visual’ will have been selected. Click ‘text’ and paste the html section you are embedding.
      • Please note: There is a difference between wordpress.com and wordpress.org. 
      • Depending on your Wordpress plan, you may need to upgrade your Wordpress account in order to accept iframe embeds. Otherwise, you can always link Healthie with your website through a URL / button, rather than an embeddable widget. 


      • Please note: If you are using WordPress, please make sure that you have a maximum of 1 bracket in your URL embedded link, otherwise WordPress may break your link. 
      • Please message our support, if you are using this and run into any issues. 

      Squarespace:

      • Create a new page, and click edit in the box where you’d usually add content. 
      • Click the ominous black bubble on the left side of the content box or the plus on the upper right hand side of the content box and a bunch of options should appear. 
      • Click embed (on the right side of this option grid). A small pop up titled embed should pop up. 
      • Click the “</>” button on the right side of the text box that says “Enter an embeddable URL here”. 
      • Then paste your html snippet in the next text box that pops up titled “Embed Data”

      Weebly:

      • Create a new page, and press the Build tab in the left side of the toolbar in the header. 
      • The dropdown menu will have an ‘embed code” option on the bottom left of the first group of options. 
      • Drag this option to the main content window. 
      • Click the box that appears in said window and paste your html snippet directly into that main box.

      Wix:

      • Create a page by pressing the ‘Pages’ menu in the top left corner and pressing add page and then page in the next menu that pops up. 
      • Press ‘Add’ in the sidebar and select more from the bottom of that dropdown menu. 
      • Select the HTML code option and drag it to your preferred location on the page. 
      • Paste in your code where it says ‘Add your code here’ and drag and resize the box as you please.
      • Note: You may need to adjust the size of the parent container, if Healthie is not fully displaying on your website from the computer / mobile app. Here is the Wix Help Guide that can support you. 

    Still need help? Contact Us Contact Us