Skip to main content
All CollectionsScheduling
Scheduling a session
Scheduling a session

Schedule a session in your Upheal calendar

Aviva Glassman avatar
Written by Aviva Glassman
Updated over 2 weeks ago

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

  1. Go to Calendar in the menu.

  2. Click New event.

  3. Choose a client, and set the date and time.

  4. Set the session as recurring or non-recurring. Recurring events will be automatically added to your calendar at your chosen interval.

  5. 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.

  6. 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.

Did this answer your question?