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For Healthcare

Built for Education, Access, and Accountability

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Healthcare teams rely on events to educate, align, and support care programs.

hapily connects patient sessions, trainings, and briefings inside the CRM so teams can manage multiple audiences, track attendance, and follow up with confidence.

Patient Education and Community Health Events

Provider Trainings and Continuing Education Sessions

Internal Staff Meetings and Operational Briefings

Outreach Programs and Awareness Campaigns

Referral Partner and Physician Events

Conferences and Hybrid Educational Programs

Webinars and Remote Learning Sessions

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Community Health Fairs

How hapily Supports Healthcare Events:

Registration & Audience Segmentation

Manage invitations and registration using CRM data so patients, providers, staff, and partners receive the right information for the right event.

Learn more about Registration & Audiences

Attendance Tracking & Onsite Context

Track who actually attended events with reliable check-in, while surfacing relevant attendee details so hosts and presenters have the right context.

Learn more about the On-Site Experience

Participation Records

Maintain a clear record of event participation over time to support education tracking, outreach reporting, and internal reviews.

Surveys & Feedback

Collect feedback after events to understand educational impact, patient needs, and opportunities to improve programming.

Learn more about Surveys

Reporting & Oversight

Report on attendance, engagement, and outcomes to support internal reporting, audits, and stakeholder communication.

Learn more about Reporting

Follow-Up & Communication

Use attendance data to send resources, reminders, or next steps automatically without manual coordination.

→ Link to Automation & Follow-Up

hapily blog

The latest from the hapily team:

How Gosiger Scaled 50+ Events a Year While Giving 80% of Their Marketing Time Back

How Gosiger Scaled 50+ Events a Year While Giving 80% of Their Marketing Time Back

See how Gosiger scaled 50+ events a year inside HubSpot with hapily — and gave 80% of their marketing team’s time back to strategy instead ...

[ON-DEMAND WEBINAR] Events That Build Trust: A CRM-Powered Approach for Professional Services Teams

[ON-DEMAND WEBINAR] Events That Build Trust: A CRM-Powered Approach for Professional Services Teams

Learn how CRM-powered events build trust in professional services by connecting event data with client context, ensuring seamless execution...

Release Notes | January 2026

Release Notes | January 2026

A quick look at new feature releases, improvements, and bug fixes.

 

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