How to: Invite clients to Healthie

Adding your clients is as easy as 1, 2, 3 – In other words, there are three easy ways to sign up your clients and get them connected to your account.

To invite a client, open¬†your Healthie dashboard and click “Clients” on the sidebar. The following mini-window will open up:

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  1. Invite your clients by e-mail: Simply enter their e-mail address, and they’ll receive an e-mail to create an account. They’ll automatically be connected to you.
  2. Share your personalized invite code: If a client creates an account on gethealthie.com, they’ll enter your invite code to be connected with you.
  3. Manually add client: This is great if you’re in the office with a client, or want to create an account for them, and want to start charting or uploading information right away. All you need is their name and e-mail address, and our system auto-creates them an account. They’ll receive an e-mail with a temporary password which they can reset.

If your client says that they’ve created an account but haven’t been paired with you, no fear – they probably didn’t enter your invite code. E-mail us with the client’s e-mail address, and we’ll take care of it.

Pro-tip: Once your open for business, share your healthie link on your website / social media / blog, as well as your invite code, so clients can book directly with you!

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