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Creating couple clients

Adding a couple to Upheal so you can hold couples therapy sessions

Aviva Glassman avatar
Written by Aviva Glassman
Updated over a week ago

Couples are represented by a single client that includes a profile of each person in the couple. When you hold a couples therapy session, select the couple as the client.

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

  2. Select Couple.

  3. Fill out the details for both clients in the couple.

    To include an existing client, click Select from existing, and choose from your client list.

  4. Click Add new client.

Now, you have the couple as a client in Upheal. You can:

Remember to collect client consent first.

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