1
Open or create your plan
Sign in at the account page. The plan owner creates the household during first-time setup. If you received an invitation, open its link, create your password, and sign in.
A simple guide for your family
Get the care plan organized, one step at a time.
Use the dashboard to coordinate appointments, rides, routines, shopping, bills, caregivers, messages, and the home display. Start with the four steps below; use the guide whenever you need help.
Quick start
You can try the planner in a web browser on a phone or computer; you do not need to buy the premium equipment. The family owner invites testers into the care plan. A dedicated home display is optional and is for families who want an always-on screen and video calls. See device install steps and check touch support.
2
Invite your care team
From the dashboard, use Invite someone. Choose Family, Caregiver, or (Owner only) Manager, then create the secure link. Copy it and send it using your own text or email app. Invitation links are single-use and expire after seven days.
3
Add the important details
Use the care cards for upcoming appointments and rides, medication or refill reminders, shopping, bills, and home routines. Tap ＋ Add to enter a new item, then save it.
4
Make the dashboard yours
On a phone, open the bottom Menu and choose Show / hide care cards. Select the sections you want and save. Your choices follow your account; hiding a card never deletes its information.
Using the dashboard
Today and Coming up
The Today strip gives the next scheduled step. The cards below highlight appointments, bills, visits, medication reminders, and shopping; tap one to jump to its care section. Use Larger text in the dashboard header if you prefer bigger type.
Appointments & rides
Add a doctor visit, date and time, ride details, and the person assigned to help.
Medications & refills
Keep family-entered reminders, dose notes, and refill dates together. Confirm medication instructions with the prescribing healthcare professional.
Food & shopping
Add grocery items to the shared list. Use Log a grocery trip to record the last trip and keep a simple history.
Bills & home routines
Track due dates, amounts, and paid status for bills. Use Home routines for repeatable daily or weekly household tasks.
Emergency information
Keep emergency contacts, doctor details, allergies, medications, and important notes in the private dashboard. Family members manage the details; caregivers can view and print them.
Care team, visits, and messages
Roles and access
- Owner: controls the household, invites members, changes member roles, and can remove access.
- Manager: helps organize the plan and invite Family or Caregiver members.
- Family: coordinates care and shares updates.
- Caregiver: sees assigned visit information and records visit progress.
The owner’s access is protected. Removing a caregiver also disables their assigned visit QR links.
Schedule a caregiver visit
In Caregiver visits, schedule the date, assign a caregiver if known, add instructions and checklist tasks, then save. Create or replace the visit QR code; copy its link or print the QR for the caregiver.
Caregiver check-in and check-out
The caregiver scans the visit QR, checks in, and marks tasks on the list. At check-out, any unfinished task needs an explanation. The family can see visit status and recent updates on the dashboard.
Team messages
Post ongoing updates in the Team messages area of the Care team card. Messages are visible to signed-in members of that household and refresh while the dashboard is open. Members who enable phone notifications get a generic alert; message text is not included in the notification.
Set up the parent home screen
Premium complete home setup
For a dedicated, large-screen experience, the recommended kit pairs a 24-inch touch monitor and VESA wall arm with a compact Windows mini PC and a Logitech C920e webcam. The webcam includes a microphone, so there is no need for a separate microphone.
- Mount the touch display at a comfortable height; check the display’s weight and VESA pattern against the mount.
- Attach the mini PC behind the monitor with clear ventilation, then connect power, display cable, and Wi-Fi.
- Connect the webcam above the screen. Allow camera and microphone access only when using family video calls.
- Open the Media Center, create a screen link, and approve the one-time pairing code from a signed-in family phone.
- Configure Windows kiosk mode to launch the paired planner full-screen at startup.
Pair a tablet or TV browser
- Open Screen or the Media Center from the dashboard.
- Create a screen link and open it in the tablet or TV browser.
- The screen will show a one-time pairing QR code. Scan that code with a signed-in family phone and approve the screen.
- Keep the screen link private; revoke the screen in Media Center if the device is moved.
Install the parent screen on a PC
Open the private parent screen link in Microsoft Edge or Chrome. Tap Install app in the planner header (or choose Install this site as an app from the browser menu). Windows adds an Everyday Parent Planner icon; double-click it to open the same parent home screen without browser tabs. Use the Windows kiosk setup below if the screen must reopen full-screen after power returns.
Use phone call shortcuts
On Windows, pair the parent’s Android phone with the PC in Microsoft Phone Link using Bluetooth and finish its Calls setup. Set Phone Link as the Windows default for phone links if prompted. On the parent screen, tap Call family → Set up or change phone shortcuts and save family names and numbers once. Tapping a name opens the PC’s calling app. The shortcut list stays on that display; the planner does not copy the phone’s contacts or messages.
Connect a TV and optional touch accessories
Connect the mini PC to any TV by HDMI and open the planner screen in its browser or install it as an app. For touch, connect a compatible IR touch overlay to the PC’s USB data port and the TV to the PC’s HDMI output. A wireless keyboard and mouse are optional for setup or caregiver use. A webcam and microphone are optional for video calls. If the TV browser is easier, open the paired screen link there and use the on-screen QR code to finish pairing; no TV app installation is required.
Make the dedicated screen launch automatically
On the Windows 11 Pro mini PC, use Windows Assigned Access to open the paired planner link full-screen when the kiosk account starts. Set this up after pairing the home screen.
- Keep a separate administrator account for maintenance. Use Media Center to create and approve the screen, then copy its private screen link. Keep that link private.
- Open Settings → Accounts → Other users → Set up a kiosk → Get started. Create a dedicated account such as Planner.
- Choose Microsoft Edge, select the full-screen digital signage option, and enter the paired screen link as the start page.
- Finish setup. On a standalone PC, Windows can sign in to the kiosk account automatically; Edge then opens the planner full-screen at startup and after a restart.
- For recovery after a power outage, set the mini PC’s BIOS/UEFI power-recovery option to Power on after AC loss, if the PC provides it. Windows can only relaunch the planner after the computer itself starts.
- Restart the mini PC. Confirm the planner opens and stays visible. Place a test family call and tap Allow if Edge asks for camera and microphone access.
For maintenance, press Ctrl + Alt + Delete and sign out of the kiosk account, then sign in with the administrator account. The separate TV-browser option does not get this mini-PC startup setup.
What the parent can do
The display rotates reminder cards. A tap opens a larger view; the 30-day calendar takes over the screen and returns to the home display after a short pause. Use Use large text to enlarge text and touch buttons; the choice stays on that display.
Family video calls
Allow camera and microphone access in the browser on the home screen and on the family caller’s device. The parent can tap Call family, or the family can call from the Media Center. The person at home answers on the screen.
Keeping the screen on
The display requests a browser wake lock and shows its status. It works only while the page is open in a compatible browser. If it says the screen may sleep, increase the device’s screen timeout or use its kiosk setting. The web page cannot bypass the device’s lock screen.
Screen privacy: The home display shows selected reminders and short family messages. Medication details, bills, shopping lists, caregiver instructions, emergency information, and private Team messages stay in the signed-in care plan.
Printing and phone alerts
Print Station
From the dashboard, open Print and choose the 30-day calendar, care lists, today’s checklist, or a custom date range. Use the emergency information card’s print button for the emergency sheet. Your device opens its print dialog; choose Save as PDF to keep a copy.
Phone notifications
In the Media Center, enable notifications on each phone or computer that should receive alerts. Alerts can cover calls, caregiver visit activity, and new Team messages. Notification previews avoid private care details. You can turn alerts off from that same device.
Pilot feedback
Use Help improve the pilot at the bottom of the dashboard to send a problem, suggestion, or note. Owners and managers can review feedback submitted for their household.
Phone navigation
The fixed shortcuts at the bottom take you to Top, Visits, Team, Screen, and Print. Open Menu for individual care sections, invitations, and card visibility settings. Tap outside the menu or choose a link to close it.
Privacy and common fixes
Keep links private
Only invited members can sign in to the household plan. Treat invitation links, display pairing QR codes, and caregiver visit QR codes like keys. If a display moves, revoke it in the Media Center. If a caregiver loses access, the owner can remove them from the Care team.
An invitation link does not work
Invitation links can only be used once and expire after seven days. Ask the owner or manager to create a fresh invitation link.
A caregiver QR code no longer works
QR links expire or may have been replaced or revoked. The owner or manager can open the visit card and create or replace the QR code.
A phone notification does not arrive
Enable notifications in the Media Center on that device and allow notifications in the browser’s site settings. Each device must opt in separately.
Need to return? Open the dashboard at any time and use the bottom navigation or Menu to jump to the section you need.