Completing onboarding

The short set-up flow starts a real Circle without asking for detailed care information. If you already have a Circle, you are not asked to set it up again.

1. Add the person's first name and relationship; we'll suggest their Circle name.
2. Choose what would help most. All features remain available to the roles that can use them.
3. Save one appointment, task or important note, or skip for now.
4. Invite someone who helps, or leave it for later.
5. Open Today to see what matters now. Use Catch Me Up when your Circle has updates to catch up on.

Still stuck? Contact support and we'll help you sort it out.