In-person sessions with the Audio recorder
Juraj Chrappa avatar
Written by Juraj Chrappa
Updated over a week ago

With our Audio recorder tool, you can hold your sessions in person and still get all the benefits of Upheal’s notes and insights. The Audio recorder lets you can capture live session audio using a computer, phone, or tablet, and the recording is uploaded directly to Upheal and processed like any other session. You won’t have to store recordings on your own device or spend time uploading recordings to Upheal manually.

Before recording session audio

Before you record a real session, we recommend testing your recording setup and changing the settings on your recording device. This helps prevent unexpected technical issues and interruptions to your sessions.

Test your setup

Devices and spaces vary, so test your recording setup:

  1. Place your computer or phone where you’d like it to be during the session.

  2. Run any recording program or app on your device, such as Voice Memos to test your recording setup. *When using Upheal, you don’t have to run any separate recording programs.

  3. From the seat you’ll be in during sessions, speak as naturally as you can for a few moments. Do the same from the seat your clients will be in. Then, play back the audio. If the audio playback is easy to hear and understand, that should be a good place to put your recording device. If not, try moving the recording computer or phone to a different location and trying again.

Change your recording device settings

If you’re recording on a computer:

  • Mute the computer’s speakers (not the microphone).

  • Turn off any auto-sleep or auto-hibernate features. Recording will stop if the computer sleeps.

If you’re recording on a phone:

  • Set your phone so that it won't lock or sleep. Recording stops if your phone locks.

  • Turn off all sounds and vibrations.

  • Put the phone in Do Not Disturb mode.

Recording a session

We recommend starting the audio recorder shortly before the session to avoid interruptions or distractions during your session.

1. Starting the session

First, start the recording.

From the client page:

  1. Select the client you’re having a session with.

  2. Click on Record audio.

From your Upheal home screen:

  1. Go to your Upheal home screen.

  2. Click on Record audio.

  3. Select the client you’re having a session with.

From the waiting room, via Uphealer link or client page:

  1. Click on the + New session button, and click Start session.

  2. From the waiting room, click Start audio recorder.

2. Microphone access and client consent

If you haven’t given Upheal permission to access your microphone, you’ll be prompted to do so.

If you haven’t collected client consent, you’ll have the opportunity to send the consent email during the session, or to confirm that you’ve already collected client consent yourself.

3. Holding the session

Let the app run throughout the whole session to record.

4. Ending the session

  1. When you’re finished, click End Session, and the recording will stop.

  2. If you selected Store recording during the session, you’ll be asked to confirm that you have the client’s consent to keep the recording. To confirm, click Yes, store it, or to discard the recording after processing, click No, cancel. If you do not select Store recording, Upheal deletes the recording automatically.

  3. The recording is uploaded automatically to Upheal, which should take just a short while but depends on the length of the session and the speed of your internet connection. After uploading, Upheal processes the session as usual.

  4. When processing is finished, you’ll be able to access your session notes and insights.

Audio recording tips

Storing session recordings

If you would like to store the session recording, click Store recording in the bottom-right of the screen during the session. You can deselect this option any time during the session.

Deleting a session

If you want to delete the session during uploading, click Cancel and delete session. To confirm, click Delete, or to cancel and continue uploading, click Cancel.

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