Internal tool — prototype with demo data. Not client facing.

Management viewMG

Client & dog record

Tilly

Cocker Spaniel, 6 months. Enrolled 2026-07-21 — currently week 1, lesson 1 of 8.

Monitor

Demo dataSeeded for prototype review — no live client records.

Tilly
OwnerBeatrice OkaforTrainerKeith

Enrollment

Context enriched from GoHighLevel (sandbox).

Program
Hybrid
Assigned trainer
Keith
Start date
2026-07-21
Current stage
Week 1 · Lesson 1
Next appointment
2026-08-06 13:00
Enrollment stage
Active — Hybrid 8 lesson

Original enrollment goals

Captured at evaluation.

  1. 1Overnight crate comfort
  2. 2Potty routine consistency

Client confidence trend

Self-reported at the close of each session.

Current status & why

Rules are shown in full — no unexplained labels.

MonitorApplies to the case and the plan — not to the client or the dog.

Client confidence 2/5 at the first close; crate vocalizing still active.

Upcoming focus

Simplify the overnight plan to a single step and check in mid-week.

Management notes

New client — early confidence dip, worth a mid-week text.

Skills taught & homework

Across all recorded sessions.

Skills taught

Crate entry routineSettle cue in the crate

Homework issued

  • • Graduated crate ladder, steps 1–2 only
  • • Last potty break at 10pm

Concern threads over time

Concerns are normalized so the same issue is tracked across lessons, even when worded differently.

Crate vocalizing overnight

Monitorfirst raised 2026-07-21 · 1 consecutive unresolved

Rule applied: Client-reported confidence 2/5 at session close.

  1. 2026-07-21 · W1/L1raisedsession

    Owner sleep-deprived; graduated crate plan issued.

Session timeline

Newest first. Sessions without a matched recording cannot be scored.

1 sessions
  1. Go-Home Lesson2026-07-28 13:00 · W1/L1 · 75 minAuto-matched92%Auto-published

    Go-home lesson covering the overnight crate plan. Closing notes were not submitted after the session.

    Setup & Check-in4/5Method Accuracy & Safety4/5Explaining the Why4/5Demo → Rehearse → Owner Reps4/5Live Coaching of the Owner4/5Close & Homework4/5Professionalism & Client Experience4/5