Whether you’re new to the platform or a seasoned pro, these simple hacks will help you get even more out of your Toolkit experience. Check out these quick tips to boost your efficiency and make everyday tasks easier!
📊 Bulk Update Caseload Info in Seconds
Updating student information one by one? Skip the hassle! Use the Bulk Update feature to make changes — like updating all your students’ grade levels — in just a few clicks. It’s perfect for the start of the school year or when you need to make widespread updates fast.
👉 Click here to see how bulk updates work.
🛠️ Save Your Favorite Goals with the Personal Goal Toolbox
Created a goal you love? Don’t lose it! With the Personal Goal Toolbox, you can save any goal you’ve written so you can quickly reuse or customize it later. It’s like your personal library of go-to goals — no need to start from scratch every time.
👉 Click here to learn more about the Goal Toolbox.
✍️ Use a Text Expander for Common Phrases
If you find yourself typing the same phrases over and over (think: “Student will improve expressive language skills…”), consider using a text expander tool. These handy add-ons let you insert frequently used sentences with a short shortcut — saving you keystrokes and brainpower.
👉 Click here for more info on how text expanders work.
📋 Keep a Running List of Therapy Plans with the Plan Tab
Use the Plan Tab to keep a running list of therapy activities for each student. Not only can you track what you’ve done, but you’ll also know exactly where to pick up next time — no more second-guessing! It’s a great way to stay organized and document student progress all in one place.
👉 Click here to learn more about using the Plan Tab.
📧 Set Up Recurring Email Reminders for Teachers
Need to keep teachers in the loop? You can create recurring email reminders to notify them of upcoming therapy sessions. This quick setup saves you time and helps improve collaboration with your school team.
👉 Click here to learn how to set up reminders.