Using the Caseload Management Tools
Learn how to schedule students, groups and add therapy materials to the calendar!
Last updated on 30 Oct, 2025
Read directions below or view the video tutorial here:
Adding Materials From the Library
Click any day of the calendar.
Add a title and description (optional).
Choose other, individual, or group*.
Click 'Attach Material' and choose from the drop-down list.
Click '+Save'.
On that day of therapy, simply click the student/group/event on the calendar and download the resource!
*NOTE: If you add material to a recurring student or group event, it will add the material to ALL of the sessions!
Scheduling Students
Before using the calendar to schedule your students, you must have students in your caseload.
Once you have students in your caseload, click 'Calendar'.
Click any day on the calendar to begin scheduling.
On the popup, click 'Individual' and then add a time range.
If it's a recurring session, click 'recurring' and choose the dates.
Click +Save to save it to the calendar.
Scheduling Groups
Before using the calendar to schedule your groups, you must have groups in your caseload. To do this, go to Caseload and click 'Add Groups'.
Once you have groups in your caseload, click 'Calendar'.
Click any day on the calendar to begin scheduling.
On the popup, click 'Group' and then add a time range.
If it's a recurring session, click 'recurring' and choose the dates.
Click +Save.