Client invites ask your clients to set up HaltH Wallet and add their card and private health fund details before their appointment. When they arrive, everything's ready at checkout, so payment and claiming take less time at the desk.
There are three ways to invite clients:
Auto-invite: HaltH invites clients before each appointment.
A shareable join link: share it anywhere, any time.
A one-time invite: send an invite to one client from their profile.
Select Connections in the menu on the left.
Under Grow with HaltH, select Client invites.
Turn on Enable auto-invite.
Check the details in Turn On Auto-Invite, then select Turn on.
If you connected your practice software during setup, auto-invite is already on. When auto-invite is off, the Clients page also shows an Enable auto-invite switch you can use.
HaltH sends an email and an SMS 24 hours before the appointment.
Only clients who don't have a HaltH Wallet yet are invited, so clients who've already joined don't get repeat messages.
It covers existing clients with upcoming bookings and any new clients added or synced from your practice software.
Each invite explains HaltH in a few lines and includes a secure join link for your practice.
To see exactly what clients receive, scroll to Message preview on the Client invites page. The client's name and your join link are filled in automatically.
On the Client invites page, turn off Enable auto-invite, then select Turn off. You can turn it back on at any time.
Your join link works for any client, with or without an appointment. Use it in newsletters, emails, SMS or social posts.
On the Client invites page, scroll to Invite individual clients.
Select Share link.
Copy the link, then select Done.
Use this if a client missed their automatic invite, or you'd like to invite them now.
Select Clients and find the client.
Select Invite to HaltH, in the client list or on their profile.
Check the email and mobile number under Send a One-Time Invite, then select Send invite.
The client needs an email address or mobile number in their profile. After you send an invite, the button changes to Resend invite and is available again after 24 hours. Once the client joins, they show as a Member.
For posters, social posts and website graphics about HaltH, go to Connections → Marketing resources. You can download social, web and print creatives for your practice.
Invites are based on whether the client has a HaltH Wallet. A client who has entered some details but hasn't joined can still get an invite.
To check which invites a client has received, open their profile and select the Notifications tab.
Explaining HaltH to your clients
What to tell clients about HaltH Wallet, and how it saves them time at every visit.
Manage a client's cards and health fund
Add, check and remove a client's payment, health fund, Medicare and DVA cards, and pick the right cardholder on a family card.
