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Adding a new client without an email address
Adding a new client without an email address
Aviva Glassman avatar
Written by Aviva Glassman
Updated over a week ago

You can add a client without providing their email address. You might want to do this if you hold sessions in person and don’t have any need to email your client.

Without a client’s email address, the way you hold sessions with them is limited. You won't be able to use Upheal’s own video calling platform or Zoom integration.

However, even without an email address, you can still:

Be aware that regardless of how you get notes from Upheal, you'll still need to collect consent to your Practice-Client Privacy Policy.

Adding a new client without an email address

  1. From the menu, click Clients to go to your client list.

  2. Click Add client.

  3. Choose if your client is an individual or couple.

  4. Fill in the client’s details, and click Add new client.

You'll be taken to the client's profile page.

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