Help guide

Using your Today page

See what matters today, understand what needs attention, and move forward one clear step at a time.

See it in action

Animated walkthrough showing the next-step card and its completion and support actions.
Review your next clear step, mark it done, delay it, or ask for support.

Follow these steps

  1. Read the One clear next step card.
  2. Choose Mark done, Remind me later, or Ask for support.
  3. Confirm the completed item is recorded.
  4. Continue with the new next step when ready.

What appears on Today

Your Today page gathers routines, reminders, appointments, check-ins, messages, and the next useful action into one calm view.

  • Routines repeat on the schedule you choose.
  • Reminders help you remember a specific task or detail.
  • Appointments keep time-based commitments visible.
  • Check-ins let you record how the day is going.

Use your next clear step

BranchDaily highlights one useful action so you do not have to decide where to begin. Completing it does not remove your other information; it simply helps you focus.

  1. Open Today.
  2. Review the item shown as your next step.
  3. Complete it, open it for details, or choose another item when needed.
  4. Return to Today to see what comes next.

Understand status labels

Items may appear as upcoming, due, completed, or needing attention. “Needs attention” means BranchDaily wants you to review the item; it does not mean there is an emergency.

Confirm critical informationAlways verify important appointment times, professional instructions, and safety-related information with the original source.

Complete a daily check-in

Use a check-in to record mood, energy, or a short note. You choose whether check-in information stays private or is shared with permitted support members.

Make changes

Open an item to update its details, schedule, or completion status. If a support member suggested a change, review it before accepting when your permissions use suggest-only access.

Open your Today pageTroubleshoot a problem

Related guides

Learn how Today works with the rest of BranchDaily.

Getting startedAccount and settingsSupport CirclesPermissions and privacy