How to create a client profile

Adding a new client to Upheal.

Juraj Chrappa avatar
Written by Juraj Chrappa
Updated over a week ago
  1. On your Dashboard click on Add new client .

  2. Fill in all the information about your client and click on Create.

  3. In client detail, click on Invite client and request consent.

  4. We'll send an email to the client with a link for consent confirmation.

  5. 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.

Did this answer your question?