Start with a small plan on the HomeTrail website. You do not need to enter an entire curriculum or import a PDF to begin. Planning and core recordkeeping are available with HomeTrail Free.
- Open Home → Your family rhythm and add or review your students.
- Choose Add to your rhythm for one recurring activity. Select the students and weekdays, then choose Save to my rhythm.
- Open Planner → Week to see that week's recurring work. For a one-time lesson, event, or field trip, use Add Activity in Planner for the date you want.
- When learning happens, mark the item complete. To record something unplanned, open that date's Day page and choose Spontaneous → Add moment.
Planning is deciding what will happen; recording is saving what did happen. You can add notes and duration afterward. Creating a plan or a material does not mark learning complete.
If you are starting from the parent app and family setup is incomplete, finish setup on the HomeTrail website, then return to the app. Use Planner and Day for planning and recording once setup is complete. Website Home instructions above should not be assumed to match every app version.
With Plus, Compass can turn a readable curriculum PDF into a draft plan. This is optional; start with a few manually planned activities if that is simpler.