Guide first minutes in Cerchi

Getting started with Cerchi

A simple guide to create your first circle, invite the right people, and start using the main sections at your own pace.

1. Create your first circle

After signing up, the first step is to create a circle. You can start on your own and invite other people later.

Important note: Use "I have an invitation code" only if someone has already sent you a code.

2. Invite family members or assistants

When you want to share the circle, use the invitation code with the people involved in the care.

  • The invitation code helps the right person join the circle.
  • Roles help distinguish family members or caregivers from assistants.
  • Each role has a view designed for its needs - but everyone shares the same circle and stays connected.

3. Use the Notice Board for updates

The Notice Board is where you can leave quick information and handovers that help the people in the circle stay aligned.

  • Post quick updates when you need to keep others in the loop.
  • Use checklists for things to do or check.
  • Keep handovers together instead of scattering them.
  • When people in the circle use different languages, automatic translation helps with updates.

4. Organize the Daily Log

The Daily Log helps turn small everyday steps into clear activities to follow.

  • Add checkable activities in just a few seconds.
  • Build the day's routines step by step.
  • Keep track of what has already been done.
  • Start with a little and add more as you go.
CAREGIVERS AND FAMILY

Caregivers and family members: finding your way through the day

The Caregiver section helps family members and key people collect useful information, prepare small routines, and find practical support for organizing everyday care.

PERSON MAP

Person map

You can note preferences, habits, things that help, things to avoid, and small useful details. It is not a clinical record: it helps make care more attentive and consistent.

AI GUIDE

Practical AI guide

You can start from a concrete situation and receive organizational suggestions: small steps, editable routines, activities to suggest, or useful reminders.

DAILY LOG

Routines for the Daily Log

Suggested routines can become checkable activities in the Daily Log, so the circle has a simple track to follow.

ASSISTANTS AND CARE WORKERS

Assistants and care workers: continuity during the shift

The Assistant section is designed for people who support the person in everyday practical care. It helps them find their way through the shift, note what is useful, and communicate more clearly with the family.

SHIFT

Practical help during the shift

The assistant can describe what is happening or choose a common situation. Cerchi suggests simple guidance to handle the moment, observe more clearly, and understand what to report.

NOTES

Private shift notes

Notes make it possible to keep personal shift notes: what worked, what to avoid, what to observe. They stay in the assistant's private space.

SUGGESTIONS

Savable AI suggestions

When Cerchi suggests activities, practical guidance, or ways to approach a situation, the assistant can save them in shift notes as a private reference.

NOTICE BOARD

Updates to the family

When needed, the assistant can use Cerchi to leave clearer, more organized updates for the circle.

Cerchi's AI features help organize activities, routines, and communication. They do not replace doctors or professionals.

5. Keep Documents and Contacts tidy

Everything related to the person receiving care, in one place and accessible to those who need it.

  • Documents: reports, authorizations, practical notes, photos, or other materials.
  • Contacts: family members, assistants, doctor, pharmacy, support administrator, or other references.

6. Use the AI Guide to get organized

The AI Guide can offer practical suggestions, editable routines, and private notes for caregivers or assistants.

Use its suggestions as a starting point: you can adapt them to the day and the people involved.

Frequently asked questions

Short answers to help you get started and use the main sections when you need them.

Can I start on my own?

Yes. You can create your first circle, get familiar with the main sections, and invite other people when you need to.

When should I use an invitation code?

Use it only if someone has already invited you to a circle and sent you a code.

Does an assistant see everything?

You can invite family members, caregivers, or assistants and choose the role that fits best. Each role helps Cerchi stay organized and consistent with that person's task.

Does the AI give medical advice?

No. Cerchi's AI helps you organize the day: it can suggest routines, activities, reminders, and small practical steps. It does not replace doctors or professionals.

Are documents shared with everyone?

Documents stay in the circle's space, so the people involved can more easily find what they need: reports, authorizations, practical notes, or useful photos.

Can I use Cerchi just to coordinate my family?

Yes. You can use Cerchi just to organize updates, activities, contacts, and documents among family members.

Download Cerchi

Install the app from the stores and start with your first circle.

Contact
Technical support and information: info@cerchiapp.it