Dashboard & onboarding checklist

The Dashboard is your home base. It helps you see what’s happening across your family space.

What you’ll see

Common sections include:

• Status banners (trial/subscription messages when relevant)
• Onboarding checklist (for new primary members)
• Parents card (care recipients)
• Upcoming events
• Recent room posts

Onboarding checklist (new families)

The checklist helps you get set up quickly:

1. Add Parent(s) (care recipients)
2. Invite Family Members
3. Add Family Agreement(s)

When you finish, the dashboard can switch to showing Pinned Notes so you can keep important reminders visible.

Next: Family overview • Agreements