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Inviting clients to Upheal telehealth sessions

Finding your telehealth link and inviting clients to sessions

Aviva Glassman avatar
Written by Aviva Glassman
Updated this week

If you hold your sessions on Upheal's telehealth platform and schedule in the Upheal app, your client automatically receives invitations via email to your sessions.

However, you can also invite clients to sessions by:

  • Including a session link in an email or any other message

  • Sending an invitation when you're already in the session

Where to find your telehealth link

You have the same telehealth link for all sessions. When a client joins via your link, they enter their own email address and name before the call starts.

Your client's profile

  1. Go to a client's profile.

  2. Click Start new session.

  3. Under Upheal telehealth, click Copy link.

  4. Paste your link in any secure message to your client.

New note button (Upheal Notes only)

  1. In your left menu, click New note.

  2. Under Upheal telehealth, click the clipboard icon beside your link.

  3. Paste your link in any secure message to your client.

Your telehealth waiting room

In your telehealth waiting room, find your link at the bottom.

  • To copy the link, click the copy button (left). Then, paste the link in any secure message to your client.

  • Or, to email the link, click the envelope button. Choose a client, and click Invite.

The People tab during a call

  1. During a call, click the People tab.

  2. You'll see your telehealth link at the bottom.

    • To copy the link, click the copy button (left). Then, paste the link in any secure message to your client.

    • Or, to email the link, click the envelope button. Choose a client, and click Invite.

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