Help center
Getting started

Finding your way around the app

What each page in the sidebar is for.

3 min read

Daily tools

Students — your roster and the entry point to every student profile.

Today — everything scheduled or due today, with quick logging.

Caseload — a dashboard view of goal progress and service compliance across all students.

Reports — batch progress reports and charts by reporting period.

Assist — AI help drafting goals, notes, and progress narratives.

Grouped pages

Planning & compliance holds Deadlines, Monitoring, and Accommodations.

Data entry holds the Group log and CSV Import.

Writing help holds the Goal Wizard, Templates, and Messages.

Workspace holds the District report, Trash, Activity, and Settings.

Quick log button

The floating button in the bottom corner logs a session on any goal without leaving the page you are on. It is the fastest way to record data mid-session on a phone or tablet.

Related

Still stuck?

Email teachwithkrystal@gmail.com and we usually reply within 1–2 business days.