Where do I add a note about a client?

You don’t: occo keeps no notes, by design. Keep your clinical notes where you keep them now, and let occo keep what was played.

Does ending a client’s access delete them?

No. Their history is kept and their place is freed. Readmit them from Past clients and everything is back. To remove them for good, see removing or deleting a client.

What if a parent does not want to sign?

You can still play as the client in your sessions, and occo saves nothing about it: no rounds, no levels, no program. The note tells the parent that saying no never affects their child’s care with you. If you would rather keep nothing at all, delete the client.

Why does a session say it is playing without saving?

The client is under 13 and no parent has signed yet. Invite a parent from the client’s page, or show them the code if they are with you. Once they sign, the line changes to Saving now within a minute, and play is saved from then on.

A parent wants their child’s information deleted. What do I do?

If the client is in no family account, delete them from their page. If they are in the parent’s family account, the parent deletes the profile from their own account, or with the private link in the email occo sent them; either way it is gone for your clinic as well. See children’s privacy.

Can two staff members play as different clients at once?

Yes, on two devices. Each laptop or tablet plays as one client at a time, and each member of staff uses their own account.

All help topics

Clients: adding, playing, consent, ending access

A client is a first name or a nickname, a colour, and everything they have played. Your staff add them and play as them in sessions straight away. For a child under 13, occo saves their play once a parent has signed, from their own occo account.

Updated October 29, 2026

A client’s first visit

With the client in front of you, in this order:

Add the client by their first name or a nickname, and say whether they are under 13.
For a child under 13, occo asks whether their parent is with you. If they are, press Yes: the client’s page opens with a QR code for the parent to scan and sign on their phone, so what the client plays today is saved.
Play as the client. The first time, occo starts with its welcome.
Go back to your own account.
If no parent was with you, invite a parent by email.

For a child under 13, nothing they play is saved until a parent has accepted the invite and signed, and what was played before they sign stays unsaved. You can play as them anyway. See a parent’s consent.

Then, when you are ready, give them a program to play between visits: see programs.

Adding a client

On your clinic’s home, Your clients, press Add client, the last tile.
occo asks What’s their name? Type their first name or a nickname. The tile above it shows their colour and letters as you type. Press Next.
occo asks whether they are under 13. Press Under 13 or 13 or older. occo adds them.
For a child under 13, occo asks whether their parent is with you. Press Yes to show them a code to sign, or Not now to invite them later.
occo opens their page, ready to play — with the code already up if you pressed Yes — and their tile joins the others in alphabetical order.

Pick a client’s tile to open their page: their name, how long they have been with you, what you can do for them, their program and their progress.

Changing a client’s name

At the top of their page, press their name or their tile. In Rename, change the name and press Save. Use it for a typo rather than adding the client again: a second client takes a second place on your plan.

A client’s colour comes from their name, so a new name can give them a new colour. Once a parent has joined, the name is the family’s, and the page no longer offers it. The Demo Client keeps its name.

Why there is nowhere for a surname

occo keeps as little about a client as it can work with: the name your staff call them, whether they are under 13, and what they play. A first name or a nickname is enough to find them on the screen. A surname, a birthdate or a diagnosis would turn that tile into a record about a person, and nothing in occo needs one, so there is no field for it — not here, and not anywhere behind it.

Children under 13 need a parent’s permission before occo saves anything about their play. A parent gives it when they accept your invite, on their own occo account: they read occo’s note for parents and sign it on their phone or computer. Nobody signs on your screen.

Until then, you can still play as the client, and occo saves nothing about it. Once a parent has signed, their play is saved from then on, within a minute if you are playing as them at the time. What was played before stays unsaved, because none of it was kept.

A client who is 13 or older needs no consent: everything they play is saved from the start.

Who has signed

A tile on Your clients shows a small mark before the name only when a client needs something. Point at it to see what it says:

An hourglass: under 13, waiting for a parent to sign. Nothing they play is saved yet.
?: their age isn’t answered. Answer before they play.

A client with no mark is all set: 13 or older, or under 13 with a parent signed. Everything they play is saved.

Their page says the same in full: who signed and when, or whether an invite is waiting, how many days it has left and where it went (the first letter of the address and its domain), with Invite a parent or Send again beside it. Until a parent signs, Change beside it changes your own answer to whether they are under 13.

While a code is up, or an invite is waiting, the client’s page notices when the parent signs. It says so, and that everything the client plays from now on is saved.

If occo can’t check for a moment, the tile shows a warning mark and the page says so, claiming nothing. It never shows a client as waiting or all set when it could not tell.

Once the parent joins

A parent who joins starts from your answer: under 13, they go straight on to sign; 13 or older, they confirm it. Their answer is the one that counts, and you can no longer change it. For a client who is 13 or older, there is nothing to sign, and the page says 13 or older, as answered when they joined.

What the parent gets

occo emails the parent who signed a copy of the note and of what they agreed to, with a private link. The link shows them what they signed and what occo holds about their child, and lets them withdraw their consent and delete it all. If they do, the child’s profile and everything they played are deleted, for your clinic too.

Clients you added before

A client you added before occo asked their age shows a ? before their name. Press Answer on their page before you play as them, or press Play as, which asks first. A consent a parent signed on your screen before stays valid, so that client’s play is saved as it was.

Playing as a client

Open the client’s page from their tile.
Press Play as and their name. For a child under 13 whose parent hasn’t signed, the first press on a visit to their page asks whether their parent is with you: Show the code, for them to scan and sign first, or Play without saving.
The first time, occo starts with its welcome, where the orb asks them to wave and try their first moves. Then the client’s own home opens on this laptop or tablet: their program first, if they have one, then every activity, by skill. Pick one and play.

When play is saved, everything they play is saved to them — the activities, the rounds, and how each one went — so their page shows it, with whatever they play at home. The camera works as it always does, and its picture stays on this device. See the camera and privacy.

When it isn’t, a line stays on the screen, along its bottom edge while they play: Playing without saving, because their parent hasn’t signed yet. They play exactly as they would otherwise; occo just keeps nothing of it. The welcome still runs the first time, and occo remembers only that it has been shown, so it doesn’t start again on every visit.

If their parent signs while you are playing, occo notices within a minute, or as the next activity opens, and the line changes to Saving now. What they play from then on is saved; whatever they were in the middle of at that moment isn’t.

Choosing a level

An activity with levels, such as Mirror the Bear or Trace the Sky, has a Play level menu beside Play while you are playing as a client. Pick the level to start them on, then press Play.

When their play is saved, it starts at Where they left off. When it isn’t, there is nowhere they left off, so it starts at the first level. The level you pick is for this play only and is not kept.

Back to your own account

Open the account menu (the round button in the top-right corner) and choose Back to and your name. occo signs the client out on this device and returns you to your clinic’s home.

Playing as a client doesn’t end on its own. If occo has been in the background for 10 minutes, or nobody has touched it for 20 minutes outside an activity, it asks Still playing as and their name before anything else can start. Keep playing carries on; Back to and your name returns you to your account. Until someone answers, it keeps asking.

While you are playing as a client the menu has no Log out, because it would sign you out too. It shows their own Progress, Help and Introduction (the welcome again), and nothing of the clinic’s.

You can go back part way through the welcome. The next time you play as them it picks up at the part they had not finished. While nothing of their play is saved yet, it may start again from the beginning.

A client with their own account

A few clients’ families made the profile an account of their own before occo changed how families join, by opening a link you emailed them. They sign in at home with their email and see the client’s progress, and you still play as them at the clinic. If that account is later used for more than your clinic — a plan of its own, say, or staff access somewhere else — the page says so instead of offering Play as.

Inviting a parent

If the parent is with you, show them the code before you play: press Yes when you add the client, or Show the code when Play as asks. Otherwise, back in your own account, open the client’s page and press Invite a parent (or Invite their family) to email a parent a link, or to show the code. The parent joins occo with their own account, signs if their child is under 13, and the client becomes a profile in their family account, where they can follow the client’s progress. You can invite them before anyone has signed: asking is what the invite is for. See practice at home.

Ending a client’s access

When a client finishes with you, end their access rather than leaving them on the list. It keeps everything they played; to remove them for good, see removing or deleting a client.

On their page, press End access.
occo asks once more, with what it will do. Press End access again, or Keep and their name to leave things as they are.

Their place on your plan is freed straight away.
An invite or a QR code that has not been used stops working.
Their program stops: it leaves their home, and nothing they play moves it.
Everything they played is kept, out of sight: their page says their progress is still there.

If a parent has already joined, the client stays a profile in their family account, and the family keeps seeing their progress.

Readmitting a client

Clients whose access has ended wait under Past clients on Your clients, with how many there are. Press it to show them, pick one, and press Readmit and their name. They take a place on your plan again, and their progress and their program are back as they were.

If your plan is full, occo says the client can’t be readmitted yet and offers See your plan.

A past client is not kept forever. One no family ever joined for is deleted 12 months after their access ended, and any client who plays nothing for 24 months is deleted too. See how long a child’s information is kept.

Removing or deleting a client

Which one a client’s page offers depends on whether a parent has joined. A client who is a profile in a family account belongs to that family as well as to your clinic, so you can remove them from your clinic, and the family decides about the rest. A client in no family account is yours to delete.

Removing a client from your clinic

On their page, press Remove from and your clinic’s name.
A sheet says what will happen and that it can’t be undone. Press Remove from and your clinic’s name there, or Keep and their name.

Your clinic’s access ends at once, and for good: they leave Your clients and Past clients, and your staff no longer see their progress.
Their place on your plan is freed, if they still had one, and any program you gave them ends.
The consent the parent gave your clinic is withdrawn.
The profile stays with the family, with everything played on it.

Deleting a client

Deleting removes a client for good: their profile and everything they played. It cannot be undone. Use it when a parent asks, or when you want nothing of a client kept.

On their page, press Delete and their name. A past client’s page has it too.
A sheet says what will go. Press Delete and their name there, then confirm with for good, or keep them.

Their place on your plan is freed, if they still had one.
Everything they played is deleted, with their programs and any invite or code you made for them.
Of a consent a parent signed, occo keeps only the dates, which note was signed and a one-way scrambled form of the email address, for 5 years, so it can show that consent was asked for and when the information was deleted. The parent’s name, email address and signature are deleted.

If their family has made the profile an account of their own that is used for more than your clinic, occo does not delete it. End their access instead; the family can ask us to delete the account.

Your client limit

Your plan includes a number of clients, and only clients whose access is open count toward it — past clients do not, and neither does Demo Client, the one your staff try occo as. A client under 13 who is waiting for a parent counts, since you are playing with them. Under the title on Your clients, a line says how many clients you have and how many your plan allows.

At the limit, Add client goes away and the line says Your plan is full, with See your plan under it. You can end a client’s access, remove them or delete them to free a place, or add a place on the Plan tab with Add a client. See plan and billing.

If occo cannot check your limit for a moment, it says so and adds nobody; try again shortly. It never says the plan is full when it could not tell.