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How to publish and share a scan link

This guide explains how to create and share a Scan Link, the unique URL your clients use to perform their scans. Once a client opens this link, they will be guided through the steps to submit their results directly to you.

A Scan Link is the gateway for your users to provide their health metrics. Whether you want to launch from your dashboard or browse our full library of biometric indicators first, there are three simple ways to get a link ready for sharing.

Method 1: Create from the dashboard

 


The Dashboard is your command center. Use this method if you already know which metrics you need and want to launch immediately.

  1. Click New Link from the link card in your dashboard.
  2. Give your link a clear title and a short description so you can identify it later.
  3. Choose the specific indicators you want this link to measure.
  4. Define how many times the link can be used or set an expiration date. (optional)
  5. Hit Create Link and your link is ready to copy and share.

 

Method 2: Create from a template (recommended)

 

This is our most recommended method because it allows you to see exactly what data each template collects before you commit to a link.

  1. Browse the library, and select the template that measures the health and wellness indicators you need.
  2. Click +New Link directly from that template.
  3. Add your link name and description.
  4. Set your scan limits and expiry date. (optional)
  5. Click Create Link to finish.

 

Method 3: Create from the links page

 

If you want to check your previous campaigns or scan history before creating something new, use the Links tab.

  1. Click the +New button at the top of the Links page.
  2. Enter your link name and select the template that contains the metrics you need.
  3. Define the scan limit and expiry date. (optional)
  4. Click Create Link and your scan link is ready to share.

Click Create Link to finish.

Form fields

Field name

Description
Name An internal label for your reference. This helps you recognize this specific link in your dashboard later.
Description A short note explaining the purpose of the link. The end user will see this note, so keep it clear and helpful.
Slug The custom text that appears at the end of the URL (e.g., .../scan/client-name). Although editable, this is autogenerated based on the Name.
Template Defines exactly which metrics will be collected during the scan. We offer several predefined templates for different use cases.
Limit of scans Set the total number of times this link can be used. This allows you to cap the number of submissions or credits used by this specific link.
Expiration Toggle this ON if you want the link to stop working automatically after a certain period.
Expiration date The final day the link remains active. After this date, users will no longer be able to access the scan flow.

 

Sharing the link

Once you complete the form and hit save, your scan link becomes Active immediately.

  1. Locate the link you just created on the dashboard.
  2. Click the Copy Link to Share button.
  3. Send the URL to your client via email, or your preferred communication channel.

Tip: We recommend testing the link yourself first. Click Visit to view the scan link and ensure the template look correct.