📅 One Click from Calendar to Client Chart
We're connecting your calendar directly to client charts, so clicking a session in your schedule takes you straight into that client's record without opening the Clients menu and searching by name.
Today, getting from a session on your calendar to your client's chart, summary, or note is a multi-click chore that adds up across a busy day. After this update, clicking a calendar event surfaces what you actually need next: jump straight to the chart, open the summary to refresh on last session, or start a new note for the session you're about to begin with the date and time already filled in.
This is one of those small fixes that compounds. The clicks you save on every session add up to time you actually feel back in your day.
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Comments7
Upheal Moderator
Jun 30
The calendar → client chart link is live — clicking any scheduled session now opens that client's chart directly. [See it in action in the GIF below.]
Larisa Neskovic
May 28
Oppositely, it would also be helpful to open up the actual full schedule, or to be able to see the entire schedule when booking an appointment from within a session. When booking the appointment it pulls up a calendar to click the date of the appointment, however in order to be able to visualise the schedule to check for availability I have to go to another tab and navigate to the Upheal calendar through there. Sometimes it’s conveniently still open, but other times not.
Shirla de Magalhaes
May 7
•Merged request
Creating a note from schedule where date and time align automatically
When I create a note from the schedule, it already has a time and duration of session, yet when I start a note the date and time are not saved and I need to scroll to make sure date and time align with their original scheduled appointment. It would be nice if date and time auto populated from the schedule.
Tierney Hodge
May 7
•Merged request
•2 votes
Access specific client page through calendar event
I'd like to be able to click my client’s name from their scheduled session/calendar event and be directed to their client page, instead of having to go to the sidebar “clients” tab and search for them each time.
Adrian Tannock
Apr 7
Absolutely. This is a basic UI prerequisite more than a feature.
Sonya Peretti-Hull
May 7
•Merged request
•4 votes
Hyperlink from calendar to summary
I would like to request a hyperlink from a client’s appointment button on the calendar to that client’s file for a smooth workflow from the calendar to the summary.
Thank you
Katerina Philbrick
Apr 23
Ditto! I have this now and it is so convenient.