Clients and Guardians/Parents

Every ABA organization has three types of people: Staff, the default, Clients and Guardians/Parents. Keeping Clients and Guardians/Parents as their own types lets you hold a Session Plan with them, such as a caregiver training session with a parent, without mixing them into your staff.

	Staff	Clients	Guardians/Parents
Can be an Observee or Supervisee	Yes	Yes	Yes
Can be an Observer or Supervisor	Yes	No	No
BACB certification fields	Yes	No	No
On the BACB reports	When their profile names a certification the report checks	No	No
Sees ABA & BACB Reports and the dashboard’s BACB shortcuts	Yes	No	No
Skills card on their profile	Yes	Yes	No

Add a Client or Guardian/Parent

1. Open Staff and set Type to Clients or Guardians/Parents.

2. Select Add Clients or Add Guardians/Parents.

3. Choose whether to invite them. With Invite to Behaview on, they get an account and can sign in. Turn it off to keep a record of them without access to your organization.

4. Enter their name, and an email address if you are inviting them, then select Invite or Add.

For more on inviting and adding people, see Adding and managing people. With Type left on All, the Staff list on a computer has a Type column naming each person’s type.

Choose one as the Observee

The Observee list on the New Session Plan form, Supervisee on the BACB types, lists everyone whose Session Plans you can see, of every type, and so does Quick Add in the Session Plans list. Anyone who is not Staff shows their type beside their name.

The Observer, or Supervisor, is always a member of Staff.

Client Observed

On a BACB Supervision, the Supervisee is the trainee, RBT or BCaBA, not the client. Tick Client Observed when the supervisor watched them working with a client, and fill in Observation Minutes if that was only part of the session. The Session Plan does not name the client. See BACB Session Plans.

Guardians/Parents have no Skills card

A Guardian/Parent’s profile has no Skills card on its Overview and Progression tabs.

Note

The BACB reports list only people whose profile names a certification they check, in Pursuing BACB Certification or Qualification. By default only Staff have those fields, so a Session Plan with a Client or Guardian/Parent as its Observee counts toward neither report, and Clients and Guardians/Parents do not see ABA & BACB Reports or the dashboard’s BACB shortcuts.