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
Go to Calendar in the menu.
Click New event.
Choose a client, and set the date and time.
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.
When you schedule a session, your client will receive a brief email:
The wording of these emails could change slightly in the future, but they'll remain very similar.