How do I create a new client in Upvio?

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

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

1. Log in to your Upvio account.

2. Go to the Clients section. 

   Each client 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 Client button and enter the client's details.

4. Click Save.

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