Opting in to Marketing Communications

Within the "Marketing" (left navigation sidebar) section of Healthie's product, providers have access to a suite of tools & automations that will help business owners increase the number of sessions booked and services purchased from clients within Healthie.

This addition will make it easy for providers to send emails to engage with current, prospective, and past clients in order to drive utilization of clinical services.

In order for your clients to receive email marketing communications from you, they will need to opt-in to these notifications. To be compliant with federal and international marketing regulations, you can not opt-in on behalf of a client. 

Client Opt-in from the Mobile App 

As a first step in permitting providers to marketing to clients, clients can now optionally "opt-in" to receiving marketing communications from the Healthie mobile app. 

• Clients can log in > Settings > Notifications > Marketing
• Check the box "Receive updates and special offers" 
• Once selected, clients can indicate their preference for email or SMS 

SMS Marketing Notifications

If a client selects SMS as their communication preference, they will be prompted to confirm their mobile phone number.

Form Field: Opt-in to Marketing Communications

Outside of transactional information related to a client's account, providers can automatically receive consent to contact client's with newsletters, general practice updates or news, and promotional offers. This optional consent, can be captured by adding a field to an intake form, for clients to complete during onboarding. 

This field can be found in the Client Info section of the Questions Bank > Opt in to receive updates and special offers

Clients can self-adjust this response by going to the Notifications section of their account. Clients can also indicate their preference for email or SMS text notifications here. 

Providers cannot opt-in on behalf of their client, or change this selection. This opt-in is not intended to relate to client's permissions for transactional account updates (ie. appointment emails, confirmations, receipts for payments, etc). This is purely optional, and intended to be used only if the provider wishes to contact the client 

While you can currently use this consent to email your client outside of Healthie, we plan to enable providers to use Healthie directly to send email marketing messages.

Frequently Asked Questions (FAQs)

Can providers remove clients from email subscriptions/communications on their own if clients request to unsubscribe, or should provider continue to send these client names to Healthie Support to do so?

For archived clients, providers can stop automated Healthie emails by enabling Inactive Access. This setting also prevents archived clients from logging in.

1. Open your global client settings and locate Inactive Access.
2. If this option is available for your account, select Lock archived clients out of login and stop sending them automated emails.
3. Click Save and confirm the changes if prompted.

This setting applies to archived clients. It is not a marketing unsubscribe option for active clients, does not change the requirement for clients to opt in to marketing communications, and does not control emails sent outside Healthie. If an archived client needs access again, reactivate their profile before asking them to log in.

For a complete email unsubscribe that is not based on archived status, continue to contact Healthie Support (hello@gethealthie.com) if a client still receives emails after you have removed everything that would cause notifications to be sent.

If Healthie Support has disabled a client's emails, the client should contact Support to have them turned back on.