How To Use Report Cards

Here is how to use report cards: https://www.loom.com/share/fb0690d64bd84bebaa231fe97103e87c?sid=f62ce91c-73ce-4f3a-bd8e-32d9f2331fa3 

1. Accessing Report Cards

   • Report cards can be viewed in the service configuration area.

   • Toggle on the option to see report cards daily.

2. Main Categories Setup

   • Clicking on the report card icon leads to the main categories setup.

   • Create main categories like wellness, health, etc.

   • Add checkboxes, text, pictures, and videos (paid add-on).

3. Customizing Report Cards

   • Checkboxes can be used but won't show completion status.

   • Create multiple main categories as needed.

4. Setting Up Report Cards

   • Access settings and navigate to the report card under the operations tab.

   • Set up main categories and subcategories within them.

5. Creating Report Cards

   • Give each main category a title and link it to a service category.

   • Select the services to include in the report card.

   • Update the settings to save changes.

6. Viewing Report Cards

   • On the appointment page, access report cards by clicking on the three dots and selecting "view report card."

   • This action will take you to the same report card setup area.