Update profiles and track goals and milestones

Manage account and client details

Use Profile above sign out for your account-holder information and the client receiving service. Parent information is optional for adult clients. If additional-child controls are available, use them to add a child to the same instructor relationship instead of creating an owner workspace.

Track progress

1. Open Progress and choose the correct client.
2. Create a goal with a meaningful target and description.
3. Add milestones that break the goal into manageable steps.
4. Mark milestones complete as progress is made, or reopen an incorrect completion.
5. Review the goal with the instructor during a session.

Progress is shared with the instructor

Portal goals and milestones also appear in the owner-side client profile. They are shared coaching records for that client, not a private diary or permission to access unrelated clients. If a goal is missing, first check which child/client is selected.