Help guide

Getting started with BranchDaily

Create your account, choose how you will use BranchDaily, and build a simple first day without trying to set up everything at once.

See it in action

Animated walkthrough showing how to add and save a first routine in BranchDaily.
Add a first routine with a clear name and time, then save it.

Follow these steps

  1. Open Routines and select Add routine.
  2. Enter a specific action as the routine name.
  3. Choose when it should appear on Today.
  4. Save, then confirm the routine appears.

Before you start

Decide whether you are setting up BranchDaily for your own daily structure or joining as a trusted support person. You can add or change support connections later.

Start smallYour first useful setup only needs one routine, one reminder, or one appointment. Add more after the first day feels comfortable.

Create your account

  1. Open BranchDaily and choose Create account.
  2. Enter your name, email address, and a strong password you do not use elsewhere.
  3. Confirm your email if BranchDaily asks you to verify it.
  4. Sign in and follow the short onboarding prompts.

Choose your starting role

Managing your own day

Choose the primary experience when you want to organize your routines, reminders, appointments, check-ins, and trusted support.

Supporting someone else

Choose the support experience when someone has invited you to their Support Circle. Your access depends on the permissions they give you.

Set up your first day

  1. Add one routine you want to repeat, such as a morning or evening task.
  2. Add one time-sensitive reminder or appointment.
  3. Review the Today page and look for your next clear step.
  4. Complete a check-in only if it is useful to you. Sharing is optional.
Open BranchDailyLearn about the Today page

Add trusted support when you want it

You do not need a support member to begin. When you are ready, open your Support Circle, invite someone you trust, and choose what they can see or help manage.

Review permissions carefully. You remain in control and can change or remove access later.

Continue learning

Use these guides when you are ready for the next part of setup.

Using your Today pageSupport CirclesPermissions and privacyAccount and settings