client summary
p
prohomeworks@gmail.com
I think it would be helpful to still have the client portal and summary reports of themes or past items.
Tom
Hello prohomeworks@gmail.com! I have a few more questions for you:
- What specific features or information would you like to see in the client portal?
- How would you like the summary reports to be organized or presented?
- Are there any specific themes or past items you find most valuable to include in the reports?
p
prohomeworks@gmail.com
TomFor me, I would like to have summary topics / themes from past sessions. OR, what would be really nice, is certain assignments and responses that they worked on that was available for current use. For example, I have clients make '5 rules of conflict' and having that availabe would be smart.
The best that I can imagine is a column of the client with themes, past homework assignments, or past topics listed somehow.
Thankyou for followoing up.