Smart Trees

What is a Smart Tree?
Questions answered in this article: What is the importance of a smart tree? What is the definition of the trees, branches, and leaves of the smart tree?...
Fri, 6 Dec, 2024 at 12:57 AM
Setting up your Smart Trees
Questions answered in this article:  How do I set up smart trees?  How can I add trees, branches, and leaves?  How do I remove trees, branches, and ...
Thu, 5 Dec, 2024 at 4:28 AM
Editing and Sorting your Smart Trees
Questions answered in this article:  How do I rearrange the leaves and branches of your Smart Tree?  How do I edit the trees and branches once made? ...
Thu, 5 Dec, 2024 at 8:17 AM
Adding leaf goals to a session - Scheduler
Questions answered in this article: How to add smart tree goals in a scheduled client event? Can I still add or remove a goal at the end of a session?...
Fri, 9 Aug, 2024 at 5:14 AM
Recording the goal Outcome(s) - Scheduler
Questions answered in this article: How to record status and comments on a smart tree goals in a scheduled client event? Can I add pictures directly t...
Fri, 9 Aug, 2024 at 5:16 AM
The leaf status - Scheduler
Questions answered in this article: What are the different options to mark a leaf goal’s status? How do I find the “In maintenance” status button? ...
Thu, 5 Sep, 2024 at 6:52 AM
Adding leaf goals to a note - Notes Tab
Questions answered in this article: How do I add leaf goals directly to a client note from the notes tab? Can I have an option to choose all specific ...
Mon, 11 Oct, 2021 at 9:31 PM
Viewing client leaf goals comment history
Questions answered in this article: How do I check the comment history of a leaf goal? What is the significance of viewing the comment history of a le...
Fri, 9 Sep, 2022 at 8:04 PM
Premium: Downloading a PDF Report of Smart Trees
Questions answered in this article: How can I download all of my clients' smart trees or goals in a PDF? Can I just download a PDF containing spec...
Thu, 5 Dec, 2024 at 8:51 AM
Premium - Set up for Advanced Data collection
Questions answered in this article: How do I set up my smart trees' advanced data collection? What is the benefit of adjusting the achieved percen...
Fri, 6 Dec, 2024 at 1:29 AM