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Associating Clients

Upheal Assistant

I sometimes meet with a couple and then meet individually with each partner. It would be good to list them individually and then be able to link them so I have control over the notes and can have individual notes and couple notes depending upon who i’m meeting with.

Posted by Elizabeth Walker ·
4 comments

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Comments4

  • Lark Lovejoy

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    Sep 30

    I imagine that without a signed release, the couple and individual accounts could not be connected. Upheal could provide a form for the client to sign to give permission for their individual and couple accounts to be connected, perhaps.

  • Robyn Klein

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    Sep 14

    Logged on to say this exactly!

  • Robyn Klein

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    Jun 17

    Came here to say this!!

  • Essence Scott

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    Jun 12

    Yeessssss!