---
title: "Invite clients to HaltH Wallet"
description: "Turn on auto-invite or share a join link so clients set up HaltH Wallet before they arrive."
url: https://support.halth.com/en/articles/13711533-invite-clients-to-halth-wallet
collection: "Clients"
updated: 2026-11-04
language: en
---

# Invite clients to HaltH Wallet

Turn on auto-invite or share a join link so clients set up HaltH Wallet before they arrive.

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.
    

## Turn on auto-invite

1.  Select **Connections** in the menu on the left.
    
2.  Under **Grow with HaltH**, select **Client invites**.
    
3.  Turn on **Enable auto-invite**.
    
4.  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.

### How auto-invite works

-   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.

### Turn off auto-invite

On the **Client invites** page, turn off **Enable auto-invite**, then select **Turn off**. You can turn it back on at any time.

## Share your join link

Your join link works for any client, with or without an appointment. Use it in newsletters, emails, SMS or social posts.

1.  On the **Client invites** page, scroll to **Invite individual clients**.
    
2.  Select **Share link**.
    
3.  Copy the link, then select **Done**.
    

## Send a one-time invite to a client

Use this if a client missed their automatic invite, or you'd like to invite them now.

1.  Select **Clients** and find the client.
    
2.  Select **Invite to HaltH**, in the client list or on their profile.
    
3.  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**.

## Spread the word with marketing resources

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.

## Good to know

-   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.
    

## Next

[

Explaining HaltH to your clients

What to tell clients about HaltH Wallet, and how it saves them time at every visit.

](https://support.halth.com/en/articles/13711534.md)[

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.

](https://support.halth.com/en/articles/13711555.md)