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Managing Individual Clients
Managing Individual Clients

Learn how to track client progress, use AI insights, and manage client interactions.

Jack B. avatar
Written by Jack B.
Updated over a week ago

How do I track client progress?
→ AI generates a progress summary based on:

  • Journaling activity

  • Assignment completion

  • Session notes & transcripts

Can clients message me directly?
Not yet, but clients can leave comments on Feed posts.

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Would you prefer an option for direct messaging from clients? Let us know—your input helps shape future features! 🚀 Submit Feedback Here

How do I see trends in client engagement?
→ AI tracks patterns in journaling, session notes, and assignment responses over time, highlighting key insights to help you better support clients.

What insights does AI generate?
→ AI highlights key themes, emotional trends, and engagement levels based on client activity and session summaries.

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