Upheal

Schedule a session in your Upheal calendar

Scheduling a session

Changing a sessions time and date, or changing other scheduled session details

Rescheduling or editing a session

Canceling or removing a session from your calendar

Canceling a scheduled session

Set up services so your clients can book their own sessions

Services and client self-scheduling

Setting up session reminder emails, texts, or notifications in the app

Session reminders

Blocking time off in the calendar

View, and schedule in, the calendars of other providers in your practice

Viewing and scheduling events for other providers in your practice (organization administrators)

Show or hide weekends, past sessions, or service name, enter privacy mode, and change your calendar to a one day, three day, one week, or one month view.

Changing the calendar view

Schedule sessions for guest clients

Aviva Glassman

Kit Woodin

Scheduling in Upheal

Upheal web

Upheal app

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Create your workspace and invite the people you work with.

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Build your first workflow and watch it run end to end.

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Connect the tools your team already uses to bring data in.

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This prototype demo is aware that you are reading “{title}”. It can point you back to the current article, but a production article-aware Fin contract is still follow-up work.

Prototype article-aware answer

Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

Prototype role-limiting follow-up

This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

Prototype getting-started answer

In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

Prototype integrations answer

In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

Prototype invite-team answer

This prototype demo does not have a scripted answer for that question yet. Try asking how to invite your team or open a source article. No production Fin API was called.

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