On your Dashboard click on Add new client .
Fill in all the information about your client and click on Create.
In client detail, click on Invite client and request consent.
We'll send an email to the client with a link for consent confirmation.
After the client confirms consent to our terms of service and privacy policy, we'll send both parties an email with a pdf of the confirmation.
Important: Make sure your client confirms consent before their first session.You won't be able to hold a session on Upheal otherwise. We are respectful of everyone's privacy preferences.
Adding a new client to Upheal.
Written by Juraj Chrappa
Updated over a week ago