This article explains how to hold sessions using Upheal's calling platform. If you're using a different tool for online sessions, see virtual session capture.
An Upheal video call is a session held on our own calling platform in the Upheal web app. When you hold an Upheal online session, Upheal automatically handles uploading and processing the session, so you can get your AI-powered transcript, notes, and analytical insights quickly and easily.
Watch our quick instructional video, or read on to learn about Upheal video calls.
Starting a session from the Upheal web app
Begin a session from the menu or from your client's page
Menu: From the menu, click New session. Under Upheal video call, click Start call.
Client’s page: Beside Upheal video call, click Start call.
If you begin from the menu, select the client with whom you want to hold the session.
Now, you’re in your session waiting room. If your client hasn’t joined, you won’t see the option to begin the call yet. (More on inviting clients to sessions.)
Once your client has “knocked” to let you know they’re ready, you can begin the session by clicking Start session.
Beginning a session via link
You can use your Uphealer link or any link from a calendar invitation to begin a session. Click on the link, or copy and paste the link into a browser tab, and you’ll be in a session waiting room.
What happens when the session ends?
Once the session is finished, Upheal automatically begins processing it. Just a few minutes after hanging up, you’ll be able to access your session summary, transcript, notes, and analytical insights. You can find the session on your client’s page, or on your Upheal dashboard.