v1.1.0 Back to App

Quick Start Guide

Get your family tree up and running in just 5 minutes.

Step 1: Access Your Dashboard

After logging in, you'll see your dashboard. This is your home base for managing your family tree.

Dashboard Overview

Step 2: Configure Basic Settings

Before adding people, configure your family tree settings:

  1. Click Admin Settings in the sidebar (if you're an admin)
  2. Set your Family Tree Name (e.g., "The Smith Family")
  3. Upload a Site Logo (optional)
  4. Configure your Privacy Settings
  5. Click Save Settings
Tip

You can always change these settings later. Start simple and refine as you go.

Step 3: Add Your First Person

Start building your tree by adding the first person:

  1. Click Individuals in the sidebar
  2. Click the + Add Individual button
  3. Fill in the basic information:
    • First Name and Last Name
    • Birth Date and Place
    • Gender
  4. Click Save
Suggestion

We recommend starting with yourself or the main person of interest in your research, then working backwards to ancestors.

Step 4: Create a Family

Connect people by creating families:

  1. Click Families in the sidebar
  2. Click + Add Family
  3. Select the Husband and Wife from existing individuals
  4. Add Children to the family
  5. Set the Marriage Date and Place (if known)
  6. Click Save

Step 5: View Your Family Tree

See your work come together:

  1. Click Family Tree in the sidebar
  2. Select a starting person from the dropdown
  3. Use the controls to:
    • Zoom in and out
    • Pan around the tree
    • Click on individuals to see details

Step 6: Import Existing Data (Optional)

If you have existing genealogy data in GEDCOM format:

  1. Go to Admin SettingsGEDCOM
  2. Click Import GEDCOM
  3. Select your .ged file
  4. Review the import preview
  5. Click Import
Important

Before importing, we recommend backing up any existing data. Large GEDCOM files may take a few minutes to process.

What's Next?

Now that you have the basics set up, explore more features: