Client Overview

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

3 min Updated December 10, 2025

Quick Pre-Session Review

The Overview tab shows your top 5 trackers with the biggest week-over-week changes and upcoming appointments.

Client overview showing at a glance card on left with sparklines and upcoming appointments card on right


At a Glance

Top 5 Weekly Changes - Shows behaviors and skills with the largest percentage change compared to last week.

Each tracker displays:

  • Sparkline - Visual trend over recent sessions
  • Current Value - Latest percentage, frequency, or duration
  • Change Indicator - Percentage increase or decrease vs. last week

Tap any tracker to open the detailed graph view.

How it helps: Quickly identify which targets improved, declined, or need attention before your session.


Upcoming Appointments

This week’s schedule with:

  • Date, time, duration
  • Session type (Therapy, Assessment, or Supervision)
  • Countdown timers for today (“In 2 hours”, “Now”)

Actions: Start Session, Reschedule, View Details, Cancel


What’s Next?

Explore detailed progress data:


Need Help?

Questions about the client overview? Email support@tallyflex.com for assistance.