Better Without It™ Program Guide

Graduating a Student

In this guide: marking a student complete, scheduling the graduation visit, and graduating the case.

When a student has finished their sessions, this final guide walks you through celebrating their progress — from marking them complete in their group, to booking the graduation visit, to graduating the case and tucking it neatly away.

Good to know

As before, the button you click and the status badge it creates sometimes read differently. For example, you click Appointment Scheduled and the case then shows the status Graduation Appointment Scheduled. Both names are spelled out below.

Step 1 · Mark the student Completed in their group

After a student finishes all their sessions, it's time to celebrate. In the group's Roster, their progress bar will be full (for example, 6 / 6). Mark them Completed — they've done the work.

The roster row menu opened, with the Mark complete option

The roster with Show completed / withdrawn ticked, showing the student now has a Completed status

Step 2 · Schedule the graduation

Back in the student's intake case, open the Update Status menu and choose Schedule Graduation. The case becomes Graduation Appointment Pending while you set up the big day.

The Update Status menu opened, with Schedule Graduation at the top

The case now showing a Graduation Appointment Pending badge, with the same status listed as the current step on the Overview tab

Step 3 · Book the graduation visit

This works just like the very first appointment. Once a time is booked, it appears again on the Appointments tab. Choose Appointment Scheduled, and the case moves to Graduation Appointment Scheduled. Everything's set for the celebration.

The Appointments tab showing the booked graduation visit under Upcoming, with Edit, Mark completed, Mark no-show, and Cancel options

The Update Status menu with Appointment Scheduled at the top

The case now showing a green Graduation Appointment Scheduled badge

Step 4 · Graduation day

On the big day, open the Appointments tab and mark the graduation visit Complete. Finish any final documents and upload them on the Attachments tab. Then take the final step: choose Graduate. The case is now Graduated (with an award icon) and gently tucked away — out of your active list, but always just a search away.

The Attachments tab with the final graduation documents uploaded to the case

The Update Status menu with Graduate at the top

The Update Case Status window with Graduate selected as the next step and the Apply button

The case now showing a green Graduated badge, with its step category listed as Completed

Step 5 · That's the whole journey

And that's the whole journey — from a brand-new student to a proud graduate, all in one organized place. Better Without It™ keeps every step clear, so you can spend less time on paperwork and more time helping students thrive.

Quick reference

Graduation flow (the badge text you'll see):

Active → Graduation Appointment Pending → Graduation Appointment Scheduled → Graduated

Button you click → resulting status

You click…	The badge then shows…
Schedule Graduation	Graduation Appointment Pending
Appointment Scheduled	Graduation Appointment Scheduled
Graduate	Graduated (final — archived but findable)

Also used: group participant status Completed · tabs Appointments, Attachments