Knowledge Center

Helpful Articles, Tutorials, and Regional Resources

Tips & Tricks

 

Getting started on OurFamilyWizard

If you're new to using OurFamilyWizard with your clients, begin here. We'll give you a quick rundown on what to expect from the OurFamilyWizard platform. 

Learn how to get started on OurFamilyWizard

 

My Cases

My Cases is the main hub of your OurFamilyWizard Practitioner Account where you'll manage connections to clients, create new parent accounts and more. Learn how to navigate this section of your account.

Get to know the My Cases section

 

Family Viewing

Family Viewing is how you will use your OurFamilyWizard Practitioner Account to review client activity and communication histories. 

Learn more about Family Viewing on OurFamilyWizard

 

Messages

Messaging on OurFamilyWizard is simple, and it keeps your communication with clients contained to a single platform. Learn how to send messages, create an auto-reply and more.

Get to know messaging on OurFamilyWizard

 

Client Account Purchases and Bulk Pricing

Your practitioner account will always be free, but you can help clients get started on OurFamilyWizard by purchasing subscriptions for their accounts. Learn about our bulk pricing packages as well as how to activate client accounts individually.

Get an overview of purchasing subscriptions for clients

 

Account Settings

Get help with account basics like managing your username and password, retrieving lost login credentials, updating contact information and more. 

Learn how to update your account settings