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...
Mon, 11 Oct, 2021 at 9:41 PM
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 le...
Mon, 24 May, 2021 at 7:18 PM
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? ...
Mon, 24 May, 2021 at 7:37 PM
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, 8 Oct, 2021 at 9:43 PM
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, 8 Oct, 2021 at 9:45 PM
Setting 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? ...
Fri, 8 Oct, 2021 at 10:28 PM
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...
Tue, 12 Oct, 2021 at 5:48 PM
Premium - Downloading a PDF report of the 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 spe...
Mon, 11 Oct, 2021 at 10:03 PM
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 perce...
Mon, 11 Oct, 2021 at 10:05 PM