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Wellbeing settings holds the setup for support notes, behaviour, and cases in one place. It has a section for each module your organization has turned on: Behaviour, Support notes, and Cases.
You need the Wellbeing settings permission of your Education role to open Wellbeing settings. By default, only owners, super admins, and members with the Academic admin Education role have it.

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Open Wellbeing settings

In the left rail, click Wellbeing, then Settings. Pick a section, then a page within it.

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Support note templates

Templates give staff a starting point for a note. Your school starts with Wellbeing concern, Observation, Teacher consultation, and Parent phone call. Click New template, or pick a template to edit it:
  • Icon & name, and an optional description shown in the template menu
  • Note title — use {student} to insert the student’s name, for example Parent call: {student}
  • Template type — Text for starter content, such as headings, prompts, or a checklist, or Form for up to 20 questions. Question types are Short text, Long text, Single choice, Multiple choice, Yes / no, and Date. A form can also add an Additional notes box after the questions
  • Default properties — the Status, Severity, Assignees, Labels, Subscribers, and Visibility a note starts with. Staff can change them on the note
Click Save template. An edited built-in template shows Customised. Click Reset to default to discard your changes. Changing or deleting a template doesn’t change notes already created from it.

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Labels

Label groups classify records, and each group holds its labels. For example, a Concern area group can hold Emotional, Social, and Academic.
  • Support notes → Labels — groups for tagging support notes. Concern area replaces the old Concern areas field, and existing notes were tagged from it.
  • Behaviour → Labels — groups for classifying behaviour incidents. They show as Category on each incident.
Click Add group, then Add label to add a label with a color.

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Defaults and alerts

Each Defaults page has two cards:
  • Visibility — who can see new notes or incidents unless the author changes it: Only me, Shared, or All staff.
  • Support note alerts or Behaviour alerts — turn on a severity and add the people it notifies. Support notes can alert at Moderate, High, and Critical. Behaviour can alert at High and Critical.
Click Save changes. Every alert you turn on needs at least one person.
Severity alerts replace the old Immediate safety risk checkbox. Until you set up support note alerts, Critical notes notify the school’s owners and admins. People can’t turn these alerts off in their notification settings.

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Case questions

On Cases → Questions, change how the New case form asks its questions. For each question you can edit the wording and the Hint, shown greyed out in the empty answer box.
  • The concern is always asked and always required.
  • What’s been tried can be switched off with Ask this question, or made Required.
Click Restore default wording to undo your changes. Existing cases keep their answers and show them under the new wording.

Support notes

Write notes from your templates.

Behaviour

Log incidents with your labels.

Cases

Raise cases with your questions.