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:
- 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.
- 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.
- 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!