Should I put all my clients in one copy of Cascade?
One early question when setting out with Cascade is how to store the themes for different groups of people.
Some coaches use a new copy of Cascade for each organisation. Apart from creating lots of Cascade files, this can get messy when there is a software update. We recommend where possible to store all your clients or staff in one copy of Cascade.
The Theme Table page has four columns (A-D) on the left to categorise your clients. You can rename the headings and use the columns to suit your client base or company. Think about how you want to group your clients together when creating reports. You can use the organisation name, the team, department, cohort, location or the workshop session etc.
In the Team page, use these categories to select the people for the Team Grid.
See the Theme Table page for more information.