How do I add a new client to HealthBank?

Add a client to invite them to HealthBank. Once they accept, you can book appointments, send forms and see their Health Record.

Add a client

1. Click the + button in the top right of your dashboard.
   
2. Select Client.
   
3. Enter The client's First name, Last name, phone number (optional) and email address, then select Send invitation.
   

Your client is added to your client list straight away, and you can book appointments for them. They'll get an email inviting them to connect with you through HealthBank prompting them to create a password .

You can also add a new client in the Clients tab in your menu on the left:

1. Click Clients
2. Click the + button at the top of the client list
   
3. Enter The client's First name, Last name, phone number (optional) and email address, then select Send invitation.
   

You can also add a new client while booking an appointment through the calendar:

1. Click Calendar in your menu bar or you can use the calendar on your Dashboard.

2. Click a time in the calendar you wish to book an appointment using the + symbol.
   

3.  Click the + symbol at the top of the client list.
   

4. Enter The client's First name, Last name, phone number (optional) and email address, then select Send invitation.
   
   
   

Go to Clients in HealthBank →