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Getting Started 4
Create Your TallyFlex Account Add Your First Client or Student Start Your First Data Collection Session Review and Finalize Session Data
Dashboard 3
Track Weekly Performance Metrics Today's Appointments Recent Sessions
Clients 10
Your Caseload Client Overview Skills & Behaviors Choosing an ABA Recording Method Working with Graphs Session History ABC Data Basic Export Generate Report Managing Client Access
Sessions 6
Active Session Interface Using Recording Methods Whole Interval Guide Visual Timer Session Summary Export Session Data
Schedule 4
Navigate Your Calendar Filter Your Schedule Create Appointments Manage & Start Sessions
Teams 4
Joining a Team Inviting Team Members Team Roles and Permissions Managing Team Members
  1. Docs
  2. Clients

Clients

10 articles • 28 min total

Client Management

Tools for tracking individual client progress, analyzing data, and managing your caseload.

Your Caseload

2 min

View all clients, filter by status, and access individual dashboards.

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Client Overview

3 min

View at-a-glance progress with top weekly changes and upcoming appointments.

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Skills & Behaviors

3 min

Track skill acquisition and behavior targets with progress graphs.

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Choosing an ABA Recording Method

3 min

Select the right data collection method when adding behaviors and skills.

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Working with Graphs

5 min

Customize graphs with date ranges, aggregation, clinical annotations, and display options.

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Session History

2 min

View past sessions with calendar navigation and at-a-glance tracker data.

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ABC Data

2 min

Log and view Antecedent-Behavior-Consequence data for functional assessment.

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Basic Export

2 min

Export client data to Excel or CSV for external analysis—available on all plans.

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Generate Report

2 min

Create professional PDF reports with graphs, statistics, and customizable formatting.

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Managing Client Access

4 min

Control which team members can view and edit specific client data.

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