> For the complete documentation index, see [llms.txt](https://compassly.gitbook.io/compassly-docs/llms.txt). Markdown versions of documentation pages are available by appending `.md` to page URLs; this page is available as [Markdown](https://compassly.gitbook.io/compassly-docs/readme.md).

# Home

* Your guide to getting the most out of Compassly.
* Find walkthroughs, step-by-step guides, and short videos for everyday tasks.
* Built for teams who support clients and manage programs, data, and reporting.

## What Is Compassly?

* Compassly helps organizations manage clients, staff, and programs in one place.
* Plan and track goals, organize materials, and generate meaningful reports.
* Designed to streamline day-to-day work and keep everyone on the same page.

## Who Is It For?

* **Admins**: Set up the workspace, manage permissions, and configure settings.
* **Supervisors/Leads**: Build programs, review progress, and oversee teams.
* **Providers/Staff**: Record activities, manage sessions, and update client info.
* **Operations/Support**: Handle onboarding, bulk imports, and routine maintenance.

## What You Can Do

* **Client & Team Management**: Add clients and staff, assign roles and access.
* **Programs & Goals**: Create and organize goals across skill areas and domains.
* **Materials Library**: Upload and manage templates, forms, and resources.
* **Scheduling & Notes**: Plan appointments and document important updates.
* **Medications & Care Info**: Track medication lists and related details.
* **Reporting**: Generate progress and summary reports to share with stakeholders.
* **Bulk Imports**: Use `CSV`/`XLSX` templates to quickly load data.

## How This Site Is Organized

* **Walkthroughs**: End-to-end flows (great for new users).
* **How-To Guides**: Short, focused steps for common tasks.
* **Video Library**: Quick demos showing features in action.
* **Release Notes**: Highlights of new features and improvements.
* **FAQs & Troubleshooting**: Answers to common questions.

## Getting Started

* **Access**: Use the invite from your organization or contact your admin.
* **Sign In**: Follow the link provided by your team.
* **First Steps**:
  * Update your profile and timezone.
  * Confirm your role and permissions.
  * Review the “Getting Started” walkthrough.

## Popular Guides

\*\* Coming Soon\*\*

## What’s New

* Check **Release Notes** for the latest updates and tips.
* Look for “New” and “Updated” labels across guides.

## Support

* Need help? Contact us at <support@compassly.me>
* Audience: Super Admin, Admin, Supervisor, Clinician, Basic


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