How-To Guides

WHAT THIS HELPS YOU DO

Get your family set up in Lumi so everything is personalized to your child from day one.

WHEN TO USE THIS

Use this guide when you first sign in and want to add your child's profile before doing anything else.

STEPS

1. 1
   Click your name in the top right corner of the screen.
2. 2
   Select Settings from the dropdown menu.
3. 3
   Click the Household tab.
4. 4
   Click Add Member.
5. 5
   Choose Child as the profile type.
6. 6
   Enter your child's first name, birth month, and birth year.
7. 7
   If your child has any diagnosed neurological or developmental conditions, toggle those on. You can always add or change this later.
8. 8
   Click Save.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

To edit a profile after creating it, go back to Settings > Household, find the person, and click Edit next to their name.

WHAT THIS HELPS YOU DO

Build a routine checklist for your child — morning, homework, bedtime, or anything else your family needs.

WHEN TO USE THIS

Use this the first time you want to set up a routine, or any time you want to add a new one.

Option A — Let Lumi build it for you (recommended)

1. 1
   Click Checklists in the left menu.
2. 2
   In the chat area at the top, type a description of what you need. Be specific — include your child's name, what the routine is for, and roughly how long it should take. Example: 'Create a morning routine for my 9-year-old that takes about 20 minutes and ends by 7:30am.'
3. 3
   Send your message and answer any follow-up questions Lumi asks.
4. 4
   When Lumi has enough information, a Create button will appear. Click it.
5. 5
   Your checklist will appear in your list below.

Option B — Build it manually

1. 1
   Click Checklists in the left menu.
2. 2
   Click Create Checklist in the top right corner.
3. 3
   Give the checklist a name and choose which child it's for.
4. 4
   Add a short description if you want. This is optional.
5. 5
   Toggle on Timed Checklist if this routine has a time target.
6. 6
   Click Save, then add your steps one by one.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

To edit a checklist after creating it, hover over it in the list and click the three-dot menu (⋯), then select Edit.

WHAT THIS HELPS YOU DO

Walk your child through a checklist — step by step, with or without voice support.

WHEN TO USE THIS

Any time your child is starting a routine and needs to work through it.

1. 1
   Click Checklists in the left menu.
2. 2
   Find your child's checklist and click it to open it.
3. 3
   If this is a timed checklist, you'll see a banner at the top showing how much time is left before bonus time, or before the deadline. Glance at it with your child so they know where they stand.
4. 4
   Your child clicks each item as they complete it. The item will be struck through and the progress bar will move forward.
5. 5
   For the current step, your child will see tips and prompts underneath it — personalized to how they work best. If they don't want to see those, click Hide Details at the top.
6. 6
   If voice mode is on (it is by default), Lumi will read each step out loud. To turn it off, click the voice mode button in the checklist header.
7. 7
   When all steps are done, the checklist is complete.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

If the checklist steps are in the wrong order, you can drag any item to rearrange it. Hover over the item and drag it up or down.

WHAT THIS HELPS YOU DO

Create a personalized profile of how your child thinks and works — so everything Lumi does is tailored to them specifically.

WHEN TO USE THIS

Do this once when you first set up Lumi, then update it every few months as your child grows and changes.

1. 1
   Click Mental Models in the left menu.
2. 2
   You'll see your child's name with a note that no profile exists yet. Click Create Profile (or the button that says Create Mental Model).
3. 3
   You'll be taken directly to a short questionnaire for your child. Answer each question as honestly and specifically as you can — there are no wrong answers.
4. 4
   Complete the questionnaire and click Submit.
5. 5
   Lumi will generate your child's full profile. This takes a moment.
6. 6
   Once it's ready, you'll see their Mental Model — a chart of their executive function strengths and challenges, plus Collaboration Principles written specifically for them.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

Scroll to the bottom of your child's profile page and click Refresh Insights for a quick regeneration. If the profile still seems off, click Update on the profile card and go through the questionnaire again with updated answers.

WHAT THIS HELPS YOU DO

Get a personalized, step-by-step plan for a recurring challenge — homework battles, morning meltdowns, transitions, whatever keeps coming up for your family.

WHEN TO USE THIS

When you're dealing with something specific that keeps happening and you want a structured approach to try.

Option A — Start from the Mental Models page

1. 1
   Click Mental Models in the left menu.
2. 2
   On your child's profile card, click Strategize.
3. 3
   Select at least one executive function area you want to focus on. These are based on your child's profile, so you'll see the ones most relevant to them.
4. 4
   Choose how long you want to work on this: one week, two weeks, one month, or three months.
5. 5
   Click Create Strategy. Lumi will open a chat and ask a few questions to understand what's going on.
6. 6
   Answer the questions. The more specific you are about what the situation actually looks like at home, the better the strategy.
7. 7
   Lumi will generate your strategy and save it.

Option B — Start from the Strategies page

1. 1
   Click Strategies in the left menu.
2. 2
   In the chat area at the top, describe the challenge. Example: 'Harrison completely shuts down when it's time to start homework. It happens almost every day around 4pm.'
3. 3
   Follow the same steps as Option A from step 5 onward.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

If the strategy doesn't feel right for your child, go back to Strategies, open it, and start a new one. The more context you give Lumi about the specific situation, the better the output.

WHAT THIS HELPS YOU DO

Track what your child needs to do and when — so everything is in one place and easy to act on.

WHEN TO USE THIS

Any time you want to add a school event, appointment, activity, or to-do to your family's calendar.

Option A — Use the chat (recommended for recurring events)

1. 1
   Click Calendar in the left menu.
2. 2
   Click Show Chat in the top right to open the chat panel.
3. 3
   Describe the event naturally. Example: 'Add soccer practice for Mateo every Tuesday and Thursday at 4pm starting this week.'
4. 4
   Lumi will confirm what it's adding. If anything looks off, just say so and it'll adjust.

Option B — Create an event manually

1. 1
   Click Calendar in the left menu.
2. 2
   Click Create Event in the top right.
3. 3
   Fill in the title, date, time, and which child it's for.
4. 4
   Expand More Options to add a description, category, priority, or duration if you want.
5. 5
   Click Save.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

Click the event on the calendar, then click the edit icon in the details panel to make changes. Press Escape to close the details panel when you're done.

WHAT THIS HELPS YOU DO

Understand what's been happening with your child's routines over the past week — and get concrete ideas for what to do about it.

WHEN TO USE THIS

Once a week, ideally over the weekend or at the start of a new week. Treat it like a brief check-in on how things are going.

1. 1
   Click Insights in the left menu.
2. 2
   You'll land on the Snapshot view by default. Read the highlights at the top — these are Lumi's top one to three observations from the week.
3. 3
   Look at the checklist chart. Each column is a day of the week. Green means your child finished during bonus time. Dark gray means they finished but not during bonus time. Empty means nothing was completed that day.
4. 4
   Scroll down to the Worth Exploring section. These are conversation starters based on what actually happened that week. Click any one to open a coaching chat with the context already loaded.
5. 5
   If you want more depth, click Brief at the top to switch to the written narrative view. This gives you a more detailed summary of the week for each child.
6. 6
   In the Brief view, you'll also see Things to Consider — click any of those to start a focused coaching conversation.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

If the insights don't match what you experienced that week, the data is based on checklist activity in the app. If checklists weren't being used consistently, that will be reflected in what you see.

WHAT THIS HELPS YOU DO

Give another adult in your household — a partner, co-parent, grandparent, or caregiver — their own login so they can use Lumi too.

WHEN TO USE THIS

Any time you want another adult to have full access to your household, including checklists, strategies, calendar, and your child's profile.

1. 1
   Click your name in the top right corner of the screen.
2. 2
   Select Settings.
3. 3
   Click the Household tab.
4. 4
   Scroll down to the Invite section.
5. 5
   Enter the person's first name, last name, and email address.
6. 6
   Click Send Invitation.
7. 7
   They'll receive an email with a link to create their account. Once they accept, they'll be connected to your household automatically.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

If the invitation isn't showing up in their inbox, ask them to check their spam folder. You can resend from the Pending Invitations list if needed.

WHAT THIS HELPS YOU DO

Break down a step your child is struggling with — on the fly, without losing their place in the checklist.

WHEN TO USE THIS

When your child hits a step that feels too hard, too vague, or just stops them cold. This is especially useful for homework or multi-step tasks.

1. 1
   Open the checklist your child is working through.
2. 2
   Find the step they're stuck on. Hover over it.
3. 3
   Click the Break It Down button that appears on the right side of that step.
4. 4
   A small box will pop up asking what makes this step hard. Type a quick description — even a few words helps. Example: 'She doesn't know how to start' or 'Too many things to think about at once.'
5. 5
   Click Proceed (or Tell Me More if you want Lumi to ask a follow-up question first).
6. 6
   Lumi will create a mini-checklist that breaks that one step into smaller pieces. It will open automatically in a new panel to the right of the main checklist.
7. 7
   Your child works through the mini-checklist. When they're done, they close it and continue from where they left off in the main checklist.

WHAT HAPPENS NEXT

IF SOMETHING LOOKS OFF

If the mini-checklist doesn't feel right, just close it and try again with a different description of what's making the step hard. More specificity usually gets a better result.

WHAT THIS HELPS YOU DO

Keep your checklist library clean and easy to navigate as your family's routines evolve.

WHEN TO USE THIS

When you have multiple checklists and want to organize, rename, duplicate, or remove ones you no longer need.

Mark a checklist as a favorite

1. 1
   On the Checklists page, click the heart icon on the right side of any checklist.
2. 2
   It moves to the top of your list and also shows up in the Quick Actions drawer on the home screen.

Edit a checklist

1. 1
   Hover over the checklist and click the three-dot menu (⋯).
2. 2
   Select Edit to change the name, description, or timing settings.
3. 3
   To edit individual steps, open the checklist and hover over any step, then click the pencil icon.

Duplicate a checklist

1. 1
   Hover over the checklist and click the three-dot menu (⋯).
2. 2
   Select Duplicate. An exact copy is created, including all steps, prompts, and settings.
3. 3
   Rename the copy and adjust it as needed.

Delete one checklist

1. 1
   Hover over the checklist and click the three-dot menu (⋯).
2. 2
   Select Delete. Confirm when prompted.

Delete multiple checklists at once

1. 1
   On the Checklists page, check the boxes on the left side of each checklist you want to remove.
2. 2
   A bar will appear at the top showing how many are selected.
3. 3
   Click Delete Selected and confirm.

Find a specific checklist

1. 1
   Use the search bar at the top of the Checklists page. Start typing the name and the list will filter instantly.
2. 2
   Use the filter buttons to show only one child's checklists, or toggle Favorites Only to see just your favorites.

WHAT HAPPENS NEXT