Add a Form to a Client Package
Healthie's built-in packages system enables you to bill for one-time and recurring services, programs, products, and other offerings that you provide. Healthie links with your bank account for you to collect payment from clients directly.
As part of the purchasing experience, providers can (optionally) add a form that will be required for clients to complete.
Add a Form to a Client Package
If you'd like to request a form be added to a package, please email hello@gethealthie.com with the following information:
- Package Name
- Form Name
There is no cost for this advanced workflow, and it is available to any member on our Plus Plan subscription and above.
Note: There are specific default forms from Healthie's form library that cannot be shared through an embed or sharing link, including: Billing Info, Insurance Form, Photo ID, Profile Picture.
Client Experience
When purchasing a package, clients will be prompted to complete form fields as part of the booking process.
For your form, please keep in mind that the fields will render as part of the client package. By default, the following information is already collected from new clients upon booking and will not be needed within your form:
- First and Last Name
- Email Address
- Phone Number
Example Package Form:
Forms can be easily built within Healthie's Form Builder by dragging fields to build your form. A client signature can also be added & required in your package form.
How it renders within a package:
The payment information field is added at the bottom of the package link for clients to enter their form of payment. They must complete your include form questions prior to completing the purchase. If you indicated that your package has no cost, clients will not be required to enter a credit card, but they will need to complete the package fields in order to complete the order.
Questions? Email hello@gethealthie.com