Progression tracking

Record and share student progress notes with families to track learning outcomes over time.

Progression tracking lets instructors write notes about a student’s progress and share them with the student’s family. Use it to record skill development, provide feedback after sessions, and build a visible record of learning outcomes over time.

How progression tracking works

1. An instructor or admin creates a progress note for a specific customer.
2. The note can include text, observations, and file attachments (such as photos or certificates).
3. Notes start as unpublished (visible only to staff). When ready, you publish the note to make it visible to the customer’s family.
4. Families can view published notes from their account, giving them ongoing visibility into their child’s development.

Create a progress note

1. Open the customer's profile

   Navigate to the customer account or family account for the student you want to write about.

2. Open the progression section

   Select the Progression tab to see existing notes and add new ones.

3. Write the note

   Enter your observations and feedback. Describe what the student worked on, what they achieved, and any areas for improvement.

4. Add attachments (optional)

   Attach files such as photos, videos, or certificates to support the note. Attachments are included when the note is published.

5. Save

   Save the note. It is saved as unpublished by default — only you and other staff can see it.

Publish a note

Publishing a note makes it visible to the student’s family. Before publishing, review the content to make sure it is accurate and appropriate for the family to read.

To publish a note, open it and select Publish. The note immediately becomes visible in the family’s account. You can unpublish a note at any time to hide it again.

Use the unpublished state as a draft. Write notes during or after a session, then review and publish them in a batch at the end of the day or week.

Edit and archive notes

You can edit a progress note at any time — whether it is published or unpublished. Changes are saved immediately and reflected in the family’s view if the note is published.

To remove a note, select Archive. Archived notes are hidden from both staff and family views but are retained in the system for record-keeping.

Attachments

Progress notes support file attachments. Use attachments to include photos of the student’s work, certificates of achievement, or any other supporting material. Attachments are stored securely and linked to the specific note.

Related guides

Customer accounts

Manage individual customer profiles.

Family accounts

Link family members and manage shared accounts.