I see a lot of clients at a number of schools. How should I organise my notes on Everbility?

How to organise your notes on Everbility for different schools

Add Schools as Clients

Clients on Everbility can be individuals or organisations you work with, such as schools.

If you work for one or more schools, each school can be added as a client on Everbility.

Add Separate Notes for Each Child

Under each school client, you can add separate notes about each child at that school. These notes will include information specific to the individual child.

Generate Documents for a Child

When it’s time to create a document in Writer for a child:

• Select the school as the client.
• Choose the template you want to use.
• Select the child’s note, which will contain all their information.
• Click on the Generate button.

Managing Multiple Notes for a Child

If you have more than one note for a particular child (e.g., different sessions or assessments), ensure that each note includes the child's name.

In Writer, you can filter your notes by typing in the child’s name.

Select the tick boxes for the notes you want to include in your document.