Get Started
Follow these steps to set up your account.
1. Add your staff to your account.
(Skip this step if you’re on the Solo Plan)
Add an administrator for each team member who can view all the providers’ work.
Add the provider role for yourself and any other administrator who will be providing services to students.
Add a provider for each team member that works with students but should not have administrative access.
2. Add your school(s).
For each school:
Add the school name (required) and address if desired (optional).
Assign the providers who will be providing services to the school. (Team accounts only)
Add at least one school term. School terms are used to determine the service time owed to your students. You can enter however you’d like: full school year, semesters, trimesters, etc. View more details about school terms.
3. Add students.
Every student needs a unique student ID. We suggest you use the student’s official school ID.
*Before you add plans, review these suggestions regarding service dates and makeups.
For team accounts:
Review our guide to student teams
Providers can add new students that are not already in your account.
Admins must assign providers to existing students to authorize access to their records.
With these steps completed, you’re ready to start logging your work!
Need help?
Still stuck?