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

Management viewMG

Client & dog record

Ollie

Cavalier King Charles Spaniel, 2 years. Enrolled 2026-07-06 — currently week 4, lesson 4 of 6.

On Track

Demo dataSeeded for prototype review — no live client records.

Ollie
OwnerPriscilla BooneTrainerKeith

Enrollment

Context enriched from GoHighLevel (sandbox).

Program
Private Lesson
Assigned trainer
Keith
Start date
2026-07-06
Current stage
Week 4 · Lesson 4
Next appointment
2026-08-07 14:00
Enrollment stage
Active — Private 6 pack

Original enrollment goals

Captured at evaluation.

  1. 1Settle on a mat during dinner
  2. 2Stop counter surfing

Client confidence trend

Self-reported at the close of each session.

Current status & why

Rules are shown in full — no unexplained labels.

On TrackApplies to the case and the plan — not to the client or the dog.

Homework completion confirmed each lesson; no open concerns.

Upcoming focus

Add duration to the mat settle with food on the table.

Management notes

No management notes on this record.

Skills taught & homework

Across all recorded sessions.

Skills taught

Mat settle with durationCounter management

Homework issued

  • • Mat settle, three reps twice daily
  • • Clear counters for two weeks

Concern threads over time

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

No concern threads open

No repeated concern has been detected across this client's sessions.

Session timeline

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

1 sessions
  1. Private Lesson2026-07-24 14:00 · W3/L3 · 60 minAuto-matched94%Approved

    Mat settle duration work. Session ran long and the teach-back step was skipped.

    Setup & Check-in4/5Method Accuracy & Safety4/5Explaining the Why4/5Demo → Rehearse → Owner Reps3/5Live Coaching of the Owner4/5Close & Homework4/5Professionalism & Client Experience4/5