Configuring Services and Packages
Services are the foundation of HealthBloom — they define what your practice offers, how long each visit takes, and what patients pay. This guide walks through setting up individual services, packages, and making them available for booking.
Step 1: Create a Service
Go to Services in the sidebar and click Add Service. Fill in the service details that patients and providers will see.
- Name: Clear, patient-friendly service name (e.g., "Initial Consultation")
- Duration: How long the appointment will last in minutes
- Price: Base price for this service
- Description: What the service includes and what patients should expect
- Color: Choose a color for easy identification on the calendar
Step 2: Organize into Service Categories
Group related services into categories to keep your service list organized and make it easier for patients to find what they need. Navigate to Services > Categories.
- Create categories like "General Check-up", "Specialist Consultations", "Procedures"
- Assign services to one or more categories
- Categories appear as sections in the patient portal booking flow
- Drag-and-drop to reorder categories and services within them
Step 3: Create Service Packages
Packages bundle multiple services or sessions together at a fixed price — ideal for treatment plans or recurring care programs. Click Add Package in the Services section.
- Define the package as a set number of sessions (e.g., "10 Physical Therapy Sessions")
- Set a package price lower than the sum of individual sessions to reward commitment
- Track package usage — the system counts sessions down automatically
- Patients with active packages show a session counter on their profile
Step 4: Set Provider Availability Per Service
Not all providers offer all services. Assign services to specific providers so the booking system only shows valid combinations. In the service settings, go to the Providers tab.
- Select which staff members can perform this service
- Each provider can have different pricing for the same service if needed
- Unassigned services won't appear in that provider's available slots
Step 5: Publish Services to the Patient Portal
Control which services are visible and bookable in the patient portal. Open each service and toggle Available for Online Booking to publish it.
- Services can be visible (shown in portal but requires staff to book) or bookable (patients can self-schedule)
- Set buffer time before and after each service for preparation and cleanup
- Add pre-visit instructions that patients see when booking this service
💡 Tip: Add a buffer time of 10–15 minutes after intensive services to give providers time to write notes and prepare for the next patient — this is especially helpful for practices with back-to-back appointments.