Create a Client or Student
Create a client or student profile in a few steps.
3 min Updated October 15, 2026
Create the profile
Open Clients or Students and select +.
1. Enter the profile information
2. Add a behavior or skill
3. Review and create
1. Enter the profile information
Enter a name and choose a supervisor if prompted, then select Next.
2. Add a behavior or skill
Add behaviors or skills now, or set them up later. If this is your first profile, add at least one target to continue.
3. Review and create
Review your setup, then select Create Client or Create Student. After creation, find the profile under Clients or Students. Its behaviors and skills appear in Programs.
On a team, only owners and admins can create profiles. If you don’t see +, ask a team owner or admin. See Roles and Permissions.
What’s next?
- Start a Session - Begin collecting data.
- Add a Behavior or Skill - Add more targets to the profile.
- Mastery Criteria and Objectives - Refine how you track progress toward each target.