Upheal

Upheal Team

Kit Woodin

Account management

Adding a new client

Can I store clients in Upheal without an email address?

Adding a new client without an email address

Changing a client's name, email address, pronouns, or phone number.

Editing a client's details

Manage which clients appear on your dashboard by archiving or restoring them.

Archiving and restoring a client profile

Deleting a client profile

Managing client accounts

Switching between UphealOS and Upheal Notes

Why can't I switch between UphealOS and Upheal Notes?

Setting up 2-factor authentication (2FA) for extra security when logging in to Upheal

Setting up 2-step verification

Switch from logging in with your email and password to logging in with your Google account

Logging in to Upheal with your Google account

Setting up session data to be automatically deleted after a chosen timeframe

Automatically deleting transcripts and sessions

Opting in to try our newest tools while they're still in beta

Early access to new features

Add addresses for your practice to use in session scheduling

Managing practice addresses

Customizing your menu in Upheal

Reminding your clients about upcoming sessions and shared forms via text message

Sending SMS (text message) reminders to clients

Managing your practice settings

About Upheal's referral program

How does pricing work for group practices and larger organizations?

Team pricing

How usage-based billing works and what you’ll be charged

Upheal’s pay-per-session pricing

What features are included when using the free version of Upheal?

Upheal's free plan

Change your plan, edit payment method, view invoices, cancel your subscription

Managing your Upheal subscription

Billing and pricing plans

Upheal web

Upheal app

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Create your workspace and invite the people you work with.

Set up your account

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

Ship something

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

Connect your stack

A quick lap of the product so you know where everything lives.

{appName} in 60 seconds

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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