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Product updates

What's new in TallyFlex

A concise record of recent improvements so practitioners and teams can see what changed without hunting through app-store notes or old emails.

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Latest v2.24.1 Jun 22, 2026

Records, signatures, and signed PDFs

Review appointment history in Records on all plans. On Solo and Teams, request caregiver acknowledgement, use review steps, and export eligible signed PDFs.

  • Document appointments in Records, even when no session data was collected.
  • On Solo and Teams, request caregiver acknowledgement and provider signatures on eligible service records.
  • On Solo and Teams, use review steps so finalized records have clearer accountability.
  • Export eligible signed PDFs with a Signatures appendix.
Records Signatures Reports
Service Records feature Records docs Signed Service Records docs

Earlier updates

Recent release history

Short summaries by month. When a workflow guide is available, the update links to the relevant documentation or feature page.

June 2026

Jun 8, 2026 v2.23.1

ABC entries and ABC Patterns

ABC data is easier to review, summarize, and share with clearer entries, pattern views, smoother entry, and selected-entry exports.

ABC Data Patterns Exports
What changed
  • Save setting, antecedent, behavior, consequence, severity, setting events, and notes in each ABC entry.
  • Review ABC Patterns for Settings, Antecedents, Behaviors, and Consequences.
  • Select a pattern row to filter back to the exact entries behind it.
  • Export selected ABC entries as PDF, Excel, or CSV on paid plans.
ABC Data feature ABC Data docs
Jun 1, 2026 v2.22.1

Observation Settings and a cleaner app design

Observation Settings make session context part of the workflow, and the refreshed design makes day-to-day collection easier to scan.

Settings Design Reports
What changed
  • Set shared observation settings for an account or team.
  • Choose a setting at session start so staff see the relevant behaviors and skills.
  • Use setting context in graphs and reports when comparing data across sessions.
  • Work in a cleaner visual design across the app.
Observation Settings feature Observation Settings docs

May 2026

May 19, 2026 v2.20.3

Scatterplots, onboarding, and team access

Review behavior-pattern views faster, move new users into their first useful workflow sooner, and manage team client access more clearly.

Scatterplots Onboarding Teams
What changed
  • Review time-of-day and activity-block patterns in Scatterplot Analysis.
  • Start new users with a clearer first-session path.
  • Manage a team member's client access from a focused team member view.
  • Review sharper interval summaries, reports, and exports.
Scatterplot Analysis docs Team access docs
May 6, 2026 v2.19.1

More complete offline session workflow

Collect session data wherever therapy happens: start sessions, record data, add notes, stop sessions, and correct records before reconnecting.

Offline Sessions Sync
What changed
  • Start and continue sessions when the connection is unreliable.
  • Record data and add notes offline.
  • Stop sessions and make corrections before reconnecting.
  • Sync data and notes automatically when the device is back online.
Offline feature Start Session docs

April 2026

Apr 23, 2026 v2.18.1

Manual entries for paper notes and missed data

Bring paper notes, late entries, and out-of-session observations into TallyFlex without starting a full session.

Manual Entry Data Collection Records
What changed
  • Use Record observation to transcribe one day across every tracker.
  • Use Add data for one behavior across one day or many days.
  • Review manual entries beside session data in the client record history.
  • See recent data appear faster in summaries after changes are made.
Manual Data Entry docs
Apr 1, 2026 v2.17.1

Programs, templates, and cross-client copy

On Solo and Teams, organize and reuse tracker and program setup with Programs, phases, templates, and copying tools.

Programs Templates Setup
What changed
  • Organize targets into Programs and optional phases on Solo and Teams.
  • Start from 100+ curated templates, then review and individualize them before use.
  • On Solo and Teams, copy behaviors, skills, and Programs between clients or duplicate them for the same client.
  • On Solo and Teams, browse, publish, and rate templates in the Community Library.
Programs feature Template Library feature Program docs

February 2026

Feb 14, 2026 v2.15.2

Demo Client for exploring TallyFlex safely

Explore charts, sessions, and recording methods with realistic data before setting up a real client.

Demo Client Training Getting Started
What changed
  • Open a demo training client with realistic ABA data already in place.
  • Try charts, sessions, notes, and recording methods without setup.
  • Explore premium workflows safely before using them with a real client.
Explore Demo Client docs
Feb 6, 2026 v2.14.0

Momentary Time Sampling and up to 10 active clients

TallyFlex added Momentary Time Sampling and expanded multi-client sessions for group therapy, supervision, and classroom use.

MTS Multi-Client Sessions
What changed
  • Use Momentary Time Sampling as a recording method.
  • Manage up to 10 clients in one active session workflow.
  • Switch between clients quickly while keeping session context.
Recording Methods docs Multi-Client Sessions docs
Feb 5, 2026 v2.13.3

Weekly notes and in-session definition previews

Session notes became easier to review, and staff can check operational definitions without leaving active collection.

Notes Sessions Task Analysis
What changed
  • Review session notes from the week in one place.
  • Long-press a behavior or skill during a session to view its operational definition.
  • On Solo and Teams, use heat maps and prompt distribution charts when reviewing Task Analysis data.
Session Summary docs Task Analysis docs

January 2026

Jan 25, 2026 v2.12.2

Prompt code and goal-support improvements

On Solo and Teams, prompt levels became more flexible across percent-correct and Task Analysis workflows so recorded support levels are easier to review.

Prompt Levels Task Analysis Reports
What changed
  • Use prompt levels with percent-correct trackers on Solo and Teams.
  • Review recorded prompt-level patterns with heat maps and distribution charts.
  • See support-level language more clearly in goal labels and summaries.
Prompt Level Tracking feature Percent Correct with Prompts docs
Jan 20, 2026 v2.11.2

Multi-client session support

Run one workflow across multiple clients with fast switching for group therapy, supervision, or classroom settings.

Multi-Client Sessions Sessions
What changed
  • Start a session with multiple clients.
  • Switch between clients without leaving the active-session flow.
  • Keep each client's data separated while moving through the same session block.
Multi-Client Sessions docs
Jan 15, 2026 v2.10.1

Task Analysis with prompt levels

On Solo and Teams, track multi-step skills with prompt levels so recorded independence and support levels are easier to review.

Task Analysis Prompt Levels Graphs
What changed
  • Create Task Analysis trackers for step-by-step skills on Solo and Teams.
  • Capture prompt levels across each step during a session.
  • Use heat maps and prompt distribution charts to review where higher prompt levels were recorded.
Task Analysis feature Task Analysis docs

December 2025

Dec 21, 2025 v2.9.2

Help Center, faster sign out, and appointment backdating

TallyFlex added in-app help resources and made a few everyday account and appointment actions faster.

Help Center Schedule
What changed
  • Access documentation, video tutorials, and FAQs from the Help page.
  • Sign out faster when switching accounts or devices.
  • Backdate appointments up to one year when adding records later.
Docs Schedule docs

November 2025

Nov 26, 2025 v2.9.0

Smaller Teams, remembered schedule views, and full history

Teams became easier to start, schedule views stayed where each user left them, and older data became easier to review and export.

Teams Schedule Exports
What changed
  • Start a Teams account with 3 clients.
  • Keep day, week, or month schedule view preferences between visits.
  • Review and export data across longer date ranges.
Pricing Schedule docs Basic Export docs
Nov 2, 2025 v2.8.0

Cleaner navigation and easier team management

The app navigation was refreshed for different screen sizes, and team invitations became easier to manage.

Navigation Teams
What changed
  • Use navigation that adapts more cleanly across phone, tablet, and desktop layouts.
  • Resend team invitations when someone needs a new invite.
  • See invitation status and filter team members more quickly.
Roles and permissions docs

October 2025

Oct 22, 2025 v2.7.0

Session Timeline and richer session exports

Session Timeline made it easier to see when behaviors happened during a session and include that context in exports.

Timeline Sessions Exports
What changed
  • View behaviors across the session timeline.
  • Review timing patterns without rebuilding the session after the fact.
  • Export session reports with timeline context and notes.
Session Summary docs Session Export docs
Oct 11, 2025 v2.6.1

Recurring appointments and appointment reminders

On Solo and Teams, schedule repeating services faster and choose appointment reminders that fit the way your day runs.

Schedule Reminders
What changed
  • Create daily, weekly, or monthly recurring appointments on Solo and Teams.
  • Update one appointment or the whole series.
  • Choose optional reminders before appointments.
Schedule docs

September 2025

Sep 29, 2025 v2.5.2

Team-wide schedules and shared session work

Teams gained clearer shared appointment views, better schedule filtering, and smoother collaboration during sessions.

Teams Schedule Sessions
What changed
  • View and manage team-wide appointments.
  • Filter schedules by team member.
  • Collaborate across staff during supported session workflows.
Roles and permissions docs Schedule docs
Sep 20, 2025 v2.4.1

Client or student terminology and clearer graphs

TallyFlex added terminology choices for different settings and improved graph review for clinical and school teams.

Terminology Graphs
What changed
  • Choose whether the app refers to the people you support as clients or students.
  • Review cleaner graph views when looking across behavior and skill data.
  • Use clearer visual context when comparing data across sessions.
Working with Graphs docs Client Overview docs
Sep 6, 2025 v2.2.2

Reports and graph exports

On Solo and Teams, reporting became more useful with stronger graph and export options for reviewing session and client progress.

Reports Graphs Exports
What changed
  • Generate richer reports from collected data on Solo and Teams.
  • Include graphs and notes when preparing review materials.
  • Export information in formats that are easier to file or provide through approved workflows.
Generate Report docs Working with Graphs docs

August 2025

Aug 25, 2025 v2.0

TallyFlex 2.0

TallyFlex 2.0 focused on the new school year with faster chart review, clearer objective setup tools, and cleaner team access.

Charts Objectives Teams
What changed
  • Review charts more quickly during planning and follow-up.
  • Use clearer objective setup support when creating goals.
  • Manage team access with a cleaner account structure.
Working with Graphs docs Roles and permissions docs