🗓️Setting Up Your Calendar

How Calendar Management Works

Our system looks for specific appointment type availability when booking appointments onto your calendar. Managing your availability is how you control who books with you and when.

Appointment Types

You'll need to set up availability on the following appointment types:

Initial Assessment - 90 Minutes

• Purpose: For Berry Street sourced insurance patients

• When to use it: Only set up availability here if you want to accept patients we source for you

• Important: If you remove availability from this appointment type, you will not be bookable for Berry Street sourced patients

• Auto-assigns to: insurance client group

Initial Assessment - 90 Minutes (PS)

• Purpose: For provider sourced insurance patients (patients you bring in yourself)

• When to use it: This is what you'll use when scheduling your own patients for their initial session, this appointment type is required for your practice's custom booking flow to work - providers must have availability set up on this appointment type to show in your provider sourced booking link

• Auto-assigns to: provider sourced - insurance client group

Follow Up - 60 Minutes

• Purpose: For all follow-up appointments, both Berry Street and provider sourced

• Why it's critical: This is the default appointment type that shows up in the Berry Street app when existing patients attempt to book follow-ups with you

Setting Up Your Availability

To add availability in Healthie:

1. Navigate to "Calendar" from the sidebar

2. Select "Availability" above the calendar preview

3. Click "+ Add" in the upper right corner

4. Select "Weekly Availability"

5. Set your preferred days, start times, and end times

6. Choose the appropriate appointment type from the dropdown

7. Click "Add Weekly Availability"

Important Availability Guidelines

Minimum Time Blocks:

• For 90-minute appointment types: Ensure at least 90 minutes of continuous time is available

• For 60-minute appointment types: Ensure at least 60 minutes of continuous time is available

Availability blocks can overlap - this is normal and allows for flexibility in your schedule

Adjusting over time: As your schedule fills with existing patients, you can reduce initial assessment availability to leave more room for follow-up appointments.