Name the group
Create a shared care space such as “The Naimy Family” or “Mom’s Care Team.”
How it works
Start with the people, then coordinate the care.
CareNest HQ uses a guided setup so families do not have to make too many decisions at once. Create the care space, add the person receiving care, invite helpers, then use the dashboard to stay aligned.
For the person setting up the care space.
Add the person receiving care
Add the parent, spouse, or loved one whose care needs coordination.
Choose your relationship
Help the app understand your role, such as daughter, son, spouse, caregiver, or other helper.
Invite the care team
Invite the trusted people who help with care, transportation, medications, appointments, or updates.
Enter the dashboard
Start with a calm overview of what needs attention and what to do next.
Inviting helpers
Invitees join the care space that already exists.
People invited to CareNest HQ do not need to recreate the family group. They accept the invitation, review the care context, choose their relationship, and start helping from the shared dashboard.
For someone invited to help.
1
Accept invitation
The invitee joins the existing care space instead of creating a new one.
2
Create account or sign in
New users create an account. Existing users sign in and continue.
3
Review care context
They see the care space name and person receiving care before entering.
4
Choose relationship
They choose a role such as family, caregiver, medical, friend, or other.
Dashboard intro
Teach the product inside the dashboard.
Instead of forcing new users through feature choices during onboarding, CareNest HQ introduces Tasks, Medications, Calendar, Documents, and Care Team through lightweight dashboard tips.
One step at a time
Onboarding keeps users focused on the next required step.
No sticky nav during setup
The main app navigation appears only after onboarding is complete.
Dashboard coach marks
First-time tips explain each major section without blocking usage.
Dashboard coach marks
Teach the product after users enter the app.
First-time tips explain Tasks, Medications, Calendar, Documents, and Care Team in context, without forcing users through extra decisions during setup.