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Creating a Goal Set
A Goal Set is related set of goals that you are working on with a client for a period of time (often also called a 'program' or 'curriculum'). This help article will explain what a Goal Set, how to add a new Goal Set for a client, how to edit a Goal Set.
What is a Goal Set?
In Goalspot a Goal Set is a client’s curriculum or program, consisting of the related set of goals they are working towards for a period of time.
You can use Goal Sets to organise a client's goals flexibly. For example, a client might have more than one set of goals at a single time (e.g., one set for individual therapy and a different set for group sessions).
Adding a Goal Set
To add a new Goal Set for a client:
- Click the Client tab
- Select the client you want to add a Goal Set for
- Click Add Goal Set in the top right corner
- Give the Goal Set a name and choose a Start Date
- If you want the Goal Set to be shown in the mobile/tablet app then leave Show in App? toggled on (it is toggled on by default)
- Click Create
- Select the Goal Set by clicking on it and add goals to the Goal Set by clicking Add Goal+ in the top right hand corner
Tip: When adding a Goal Set for an individual client, you can name it however best suits your organisation and client.
Many clinics find it helpful to use the title to denote the type of program and timeframe, e.g., ‘ESDM Term 1 (2025)’, ‘PRT Goals Term 2 (2024)’, or ‘Social Skills Program - Jan 2025’.
Adding goals to a Goal Set
You can add goals to your Goal Set in two ways:
- Adding from the Goal Library
- Creating a goal from scratch
This video shows how you can quickly add and customise goals to build a full program with ease:
Tip: if you create a new goal from scratch and want to save this as a template you can do so by clicking 'Save copy to Goal Library' ('Owner' and 'Admin' role types only)
Creating a shareable summary of a Goal Set
You may want to share a copy of a client's Goal Set with their parents/caregivers, educators, or other health professionals.
Goalspot let's you generate pdf. or docx. files showing all the goals under a Goal Set with the click of a button. You can choose to generate summaries with the Goal Titles only, or with the Goal Titles and Goal Description.
Tip: you can further customise the summary in Microsoft Word or Google Sheets by generating a docx. file and editing this. This can be great if you want to add further commentary or detail for a particular recipient (e.g., a description of specific strategies a parent can use at home for a goal).
You can generate summary reports in two different ways.
1. Generate a summary directly from the Goal Set
Simply click Export to Docx or Export to PDF from the Goal Set tab under the specific client.
2. Generate a summary using the Reports tab
This short video demonstrates how to generate a Goal Set summary from the Reports tab:
Editing a Goal Set
To edit a Goal Set click on the Edit Icon (cog) from the Goals tab under a specific client.
