You can add a Form to a Student Profile and perform the following tasks there. To add a Form to your Student profile, go to Students from the top menu, select your student, and go to the Forms tab. Click on the plus sign next to Add form. A window on the right […]
Create new form
To create a new form, go to Forms in the top menu and click on the plus sign next to Add new form. You will be taken to Form Editor. Here you can add your Form name and description, set your welcome screen, add form content and set the final screen. […]
Add new form
Sending forms to your students helps you collect essential information you need to know for safety purposes, like diagnosed conditions, recent surgeries, current medications and treatments, as well as other relevant information about their lives. You can create a brand new form or modify an existing form Template. To add […]
Add goals
You can add goals to set a direction for your work with your students. You can add as many Short-term and Long-term goals as you like. To add goals, go to Goals tab in Student Profile. Add your first goal and briefly describe the yogic tools you intend to use […]
Keep track of payments
You can keep track of payments that each one of your students make. We do not offer payment processing services, but you can simply enter information about payments that you receive via different channels. It is a way to organize your payment information. To enter student payment information, go to […]
Add a sequence to Student Profile
You can attach sequences to your session note or simply add them to the Student Profile. All sequences attached to session notes will be automatically added to the list of sequences (under Sequences) within Student Profile. To add a sequence to Student Profile, click on Sequences tab within Student Profile […]
Duplicate, delete and finalize notes
You can speed up your record keeping by duplicating your notes and then editing them. To duplicate a note, go to Session notes and select an existing note. (Learn how to add a session note >) Click on Duplicate icon under the note title. The copy of the note will open. […]
Add a new Session note
To add a yoga session note to Student Profile, click on Session notes tab within Student Profile and then click on the plus sign next to Add new session note. A window for new session note will open with client’s name, date and time pre-filled. You can change the date […]
Add structural observations
You can record your observations about the student’s structure and their physical concerns using visual tagging system. Open Structural observation tab in Student Profile. You can select male or female image. Enter your notes about the student’s body in areas that are already listed, or add any custom marks on […]
Add student’s files and documents
You can add any additional files to the Student Profile under the Files and Documents tab. Click on the tab to open, and then drag and drop files from your computer. Maximum file size is 5MB. You will need to CREATE or SAVE your Student Profile (at the bottom) for […]
