We're making it possible to schedule a session by sending a calendar invite to an email address, without needing to create a full client record first. This is for situations like consultations, screening calls, or initial fit meetings where you want to see someone before formally onboarding them into your practice.
Previously, you had to create a client profile before you could book anything on your calendar. Now you can schedule first and create the client record later if you decide to move forward together.
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In Progress
Scheduling
About 4 hours ago

Upheal Moderator
Get notified by email when there are changes.
In Progress
Scheduling
About 4 hours ago

Upheal Moderator
Get notified by email when there are changes.