Adding and Managing Students

Adding a student:

1. Tap the Students tab

2. Tap the + button

3. Enter a name, choose an avatar, and optionally set a date of birth

4. Tap Save

Privacy tip: Consider using initials or first names only, especially in clinical settings.

Editing a student:

1. Tap a student's name to open their profile

2. Tap the gear icon or Edit in the menu

3. Update name, avatar, or date of birth

4. Tap Save

Deleting a student:

1. Open the student's profile

2. Tap the gear icon > Delete

3. Confirm deletion

Important: Deleting a student permanently removes all their session data, SOAP notes, goals, and progress. This cannot be undone.

Bulk import:

Therapists can add a whole caseload at once: on the Students tab, tap the ⋯ menu and choose Bulk Import. Type or paste one name per line — or tap Import from CSV to bring in a roster file exported from a spreadsheet (the importer maps names, avatars, and birth dates).