Clinic staff
Day-to-day work in the Workspace: clients, sessions, payments, and settings. Open the clinic guide
Welcome to Up2Date Connect help
Up2Date Connect is the online office for counseling clinics. Each clinic gets its own portal for staff, clients, and referral agents.
Choose your guide
Section titled “Choose your guide”Clients
Sign in, join sessions, pay bills, and manage your account — in English, Spanish, or French. Open the client guide
Referral agents
Follow the people you referred, closed cases, and reports. Open the agent guide
New clinic?
Section titled “New clinic?”- Sign in
- Invite staff and connect payments when you are ready to go live
- Use the demo clinic locally only — never with real client data on a shared machine
Public docs never describe other clinics, security internals, or the platform operator console.