From Main Dashboard
1. Click "Forms" 2. Click template name 3. Click client name 4. Click green "Add a Goal" button 5. Select each goal you would like to insert into the form one-by-one 5. To add a new goal, click "New Goal" in the drop down menu 6. Type the goal 7. Click "Save Goal" Important things to note: When creating a new short-term goal, you can select a parent (long-term) goal to associate it with. When creating a new goal, you can create a data tracker for the goal. If you would like to remove any goals from the form, click the red X to remove the goal from the form, but still keep the goal for the client. Comments are closed.
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AuthorWrite something about yourself. No need to be fancy, just an overview. Archives
September 2021
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