How do I create a new participant in Upvio?

Creating a new participant in Upvio is a straightforward process that helps you manage participant information and streamline scheduling.

 

Follow these simple steps to add a new participant to your Upvio account:

  1. Log in to your Upvio account.

  2. Go to the Participants section. 

    Each participant is uniquely identified by their email address, and they will automatically be added to the patient portal once they submit a form.
  3. Click the New participant button and enter the participant's details.

  4. Click Save.

That's it! Your new participant has now been added and is ready for appointments.