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Planning, Tracking & Daily Use

Tips for making the most of your planner, daily check-ins, and activity tracking features.

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22 guides

Add Photos and Files to Learning Sessions

Fix a failed upload: choose photo uploads, Attach PDF materials, curriculum PDF import, or learning-report import.

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Capture What Happened: Notes, Photos, and Spontaneous Learning

Add a note and photo to an activity to remember what happened. Use the Capture what happened helper under Add a note on Day and Planner. Free on HomeTrail; TrailGuide can add to th...

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Change Your Subjects: Add, Rename, or Delete a Subject

Change the subjects your family uses: add a new subject, rename or delete one, and change the subject on a Rhythm activity or a single activity.

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Edit a Rhythm Activity for One Day: Notes, Lesson Numbers, Order, and Printing

Edit a Rhythm activity per day with its own notes and lesson number, skip a day, rearrange the order of your Rhythm, and print your Rhythm on a calendar.

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Mark Activities, Lessons, and Nest Materials Complete

Check off an activity or Rhythm lesson when it is done, add notes and time, undo a check, and mark Nest work complete when your child forgets.

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Mastering the HomeTrail Planner: A Complete Guide

Plan lessons, move directly to any week, and keep your family’s learning records organized in HomeTrail.

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Set Activity Duration and Start Times

Rhythm sets which weekdays an activity repeats, not a clock time. Set duration and optional start and end times on individual Day and Planner records; daily check-ins have their ow...

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Start Over Fresh: Clear Your Planner, Rhythm, and Students

Really want to start all over fresh but can’t figure out how? HomeTrail has no single reset or erase button. Use these steps to clear your Rhythm, delete activities, remove a stude...

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Manage Reminders and Daily Check-Ins in HomeTrail

Identify the reminder you received, then change daily check-ins, account emails, reports, or TrailGuide reminders.

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Using the Journal Function in HomeTrail

Add journal entries from the Planner, the app Home screen, or a reply to your daily check-in text.

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Edit or Delete Activities and Fix Duplicates

Edit or delete a planned or recorded activity, remove a duplicate, and archive old activities without losing their learning records.

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How to Use the Ideas Board in HomeTrail

Save curriculum options and learning resources to the Ideas Board so you can come back to them later.

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Plan Recurring Activities and Copy Weeks

Use Rhythm for repeating activities, add dated titles, instructions, and links with Plus, or copy a week of one-time plans.

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Can I generate a transcript?

Yes. Transcript generation is available today in HomeTrail Plus, with customizable templates, automatic weighted GPA, and PDF export. Find it under Pathfinder > Reports > Transcrip...

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Guide to Using Attendance in HomeTrail

Using Attendance in HomeTrailHomeTrail makes it simple to log and track student attendance in a way that matches your state’s requirements and your family’s homeschooling style. He...

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How do I log attendance from a previous date?

If you forgot to mark attendance on a past day, HomeTrail makes it easy to back-fill attendance so your records stay accurate. It is especially helpful if you’re catching up for th...

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How do I add a recurring task?

Option 1: Add Recurring Days Through Custom Curriculum (Day Page)This is the best option if you want an activity (like Music, Therapy, Read Aloud, or Math Practice) to appear on sp...

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Editing or Adding Details to a Completed Curriculum or Activity

Adding Session Details to a Checked-Off Custom Curriculum ItemWhen you check off a Custom Curriculum item in HomeTrail, you’re not just marking it as complete; you can also add ses...

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Supporter: Campfire Feature

What Is Campfire in HomeTrail?Campfire is HomeTrail’s community space for supporters, a place where homeschool families can connect, share, and learn from one another.Homeschooling...

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Supporter Feature: Grading in HomeTrail

Supporter Feature: Grading in HomeTrailHomeTrail is designed to support many different homeschooling styles, from relaxed, interest-led learning to structured academic planning. Fo...

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