Progress Tracking

13 min

Beta feature. A staff-facing tool for tracking student skills, milestones, or curriculum progress per class — a flexible checklist, gradebook, or update feed depending on how you configure it.

Class-linked progress groups are configured and logged by staff — but members now have their own view too. See Member view below.

🔧 Enabling It

Go to Settings → General → Modules and turn on Progress. A Progress item appears in the sidebar for admins, instructors, and team members who have the Manage Progress permission.

Team members need the Manage Progress permission (Team → ⋯ → Manage Locations & Permissions) to create or edit groups and items and to log progress. They're limited to their assigned locations. Without the permission, Progress is hidden from their sidebar. See People & User Management.

🏷️ Progress Groups (the checklist)

A Progress Group is a named checklist — e.g. "Swim Levels" — that instructors track against. Each group is scoped one of two ways:

Category default — applies to every class in a class category

Class override — applies only to one specific class, overriding its category's default

A class with neither a category default nor its own override simply has no progress configured — nothing to track.

Managing groups

On the Progress page, click the Manage groups tab (admin only):

Click New group

Choose Applies to — a class category, or a single class (this can't be changed after creation)

Name the group (e.g. "Swim Levels") and optionally add a description shown to instructors

Click Create group

Deleting a group hides it from instructors and admins going forward, but any progress already recorded stays intact and remains visible in students' history.

Progress Items (the rows inside a group)

Inside each group, add Progress Items — the individual skills or milestones instructors track. Each item has a type:

Type	What it tracks
Checklist	Simple status — Not Started / In Progress / Achieved
Graded (mark/score)	A numeric mark out of a max, with a letter grade computed from a rubric you define
Media update (photo + note)	Narrative photo + caption updates with no status — e.g. "Emma finished her art activity"

Items can be nested one level deep — a parent item with sub-items becomes a read-only container whose status (Not Started / In Progress / All Achieved) is computed automatically from its children, never logged directly.

For Graded items, define a rubric of grade bands (e.g. 0–59% = C, 60–79% = B, 80–100% = A) — use Copy rubric from… to reuse another item's bands.

✅ Logging Progress (Instructor / Admin / Team)

Open Progress → [Class] to see the class roster, in Grid or List view. Each student card links through to their progress detail.

Checklist items — click the status pill and choose Not Started / In Progress / Achieved. Marking Achieved opens a dialog to confirm the date (defaults to today, can be back-dated) and add an optional note.

Graded items — click Record mark, enter the mark and the max ("out of"), and the grade is computed automatically (with an option to override it). Add an optional note.

Media items — click Add update to post a photo (up to 6 per entry) with a caption.

Any item also supports a standalone Add note for commentary that doesn't change status.

Each item's history can be expanded to see a timeline of past entries with date and who recorded it. Admins and team can edit or delete any past entry; instructors can edit or delete the entries they recorded themselves.

Bulk Mark Entry

For graded items, click Enter marks to open a spreadsheet-style dialog — pick the graded item, enter a mark for every student at once, and click Save marks.

Excluding a student

Admins and team can toggle Exclude from tracking on a student's card to hide them from the class's active roster view without deleting any history they already have.

📊 Summaries

Class Progress page — shows Students Tracked, Have Started, Completed Everything, and Class-wide Completion %, plus a per-item breakdown.

Student Progress page — shows the student's progress across all their tracked classes, with a Grade Trend chart for classes with graded items.

Progress overview page — for admins, groups all classes by their resolved Progress Group; for instructors/team, shows only the classes they're assigned to.

👁️ Hide from Parent

On a student's progress page, admins and team can toggle Hide from parent / Show to parent per class — controlling whether that class's progress appears on the member's own My Progress view below.

👨‍👩‍👧 Member view (My Progress)

Members and guardians see their child's progress at My Progress (web) or the Progress tab (mobile app). If a guardian has more than one child, they can switch between them, or view a combined "All" feed of recent updates across every child.

For the selected child, the page shows:

Achievements — badges/awards staff have given the student (see below)

Personal Objectives — one-off goals set just for that student (see below)

Class progress — the same checklist/graded/media items staff log, for any class where Hide from parent is off

A chronological updates feed underneath surfaces recent entries across all of the above, newest first.

🎯 Personal Objectives

A Personal Objective is a progress group scoped to one specific student rather than a class or category — for a one-off goal that doesn't fit any of their enrolled classes (e.g. a behavioural goal, a one-time skill focus). Admins and team create and manage these from the student's profile; the item types (checklist, graded, media) and logging flow are identical to class-linked Progress Groups.

Admins and team see every Personal Objectives group in the tenant (team: within their assigned locations). Instructors can:

Create Personal Objectives for students they teach — from the Progress page, click Personal Objectives → the student picker lists only their own students

View and log against a student's Personal Objectives if they teach that student in any class, or if an admin assigned them to the group

Only admins and team can assign specific instructors to a Personal Objectives group.

🏅 Achievements

An Achievement is a one-off award or milestone recorded for a student — separate from the checklist/graded item system above. Each achievement has a title, description, an optional photo, a type (e.g. certificate, badge, milestone), and who issued it.

Admins and team can add an achievement with a photo, and can mark one Internal only — hidden from the member's My Progress view, for staff-facing notes.

Instructors can add achievements too (text only, no photo, no internal-only option) and can edit their own entries, but can't delete any.

Achievements appear on the member's My Progress / mobile Progress view unless marked internal-only.