Schedule sessions in your Upheal calendar, and your clients will automatically be informed that they have a session coming up.
You can even include a link to another online calling platform in the event, and that will be included in the invitation to your client.
Scheduling a session in your Upheal calendar on desktop
To schedule a session in your Upheal calendar on desktop:
Go to Calendar in the left menu.
Click New event.
Choose a client, and set the date and time.
Optionally, add a title to the appointment by clicking Add title at the top, and typing your desired title. This title will be reflected in the email to your client.
Set the session as recurring or non-recurring. Recurring events will be automatically added to your calendar at your chosen interval.
Select Virtual session or In-person.
This is where you choose the session location, which appears in the session notification emails that your client will get.
Virtual sessions:
Upheal call: Upheal video calls will automatically include a session link in your client's invite email.
Other: For other platforms, paste in your call URL, so it can be included in your client's invite email.
In-person sessions: Enter a location. The location will be included in the invite to your client.
Click Schedule.
If your client's profile includes their email address, they will receive a brief email when you schedule a session.
The wording of these emails could change slightly in the future, but it will remain similar.
Scheduling a session in your Upheal calendar in the Upheal Clinician app
You can also schedule sessions using the calendar in the Upheal Clinician app.
To schedule a session in your Upheal calendar using the Upheal Clinician app:
In the Upheal Clinician app, click the Calendar tab at the bottom.
Click the plus sign in the top right.
Choose a client, and set the date and time.
Optionally, add a title to the appointment by clicking Add title at the top, and typing your desired title. This title will be reflected in the email to your client.
Using the dropdown menu under Frequency, you can choose to repeat this event at certain intervals.
Using the dropdown menu under Location, select Virtual session, in-person, or Phone call.
Click Schedule.
If your client's profile includes their email address, they will receive a brief email when you schedule a session.
The wording of these emails could change slightly in the future, but it will remain similar.