Getting Started with FamilyGram

FamilyGram keeps the people, relationships, and documents that make up a client family in one place, and generates family tree diagrams from that record.

The point of difference from a drawing tool is that the diagram is not the document. You maintain the family's data, and the diagram is produced from it — so when the family changes, the tree changes, and there is no chart to rebuild.

How a Workspace Is Organised

Three ideas cover almost everything:

Organisation — your firm. Colleagues are members of it, and everything else lives inside it. See Understanding Organisations.
Groups — one per client family. A group holds that family's people, relationships, documents, and diagrams, and controls who on your team can see them. See How to Create a Group.
Individuals — the people in a family, and the relationships between them.

Every plan includes unlimited users, so there is no reason to share a login — add your colleagues and control access at the group level instead.

Your First Family Tree

Create a group for the family.
Add the people who need to appear.
Record the relationships — who is a parent of whom, and who is partnered with whom.
Create the family tree diagram and let it lay out automatically.
Export to PDF or PNG for the advice file or the client meeting.

How to Create a Family Tree walks through all five steps. If it is your first, the app also offers a guided Create Your First Family Tree flow.

What Else Is Worth Knowing Early

Blended families are supported properly. Former partnerships, step-children, adopted and foster children, and guardians each have their own relationship type and are drawn distinctly. See Family Relationship Types.
Deceased family members stay in the tree. They are styled differently rather than removed, because they anchor the generations below them.
Documents belong to people. Birth certificates, marriage certificates, and wills can be attached to the individual they concern.
There is no undo button. Changes save as you make them — worth reading Understanding Why There Is No Undo Button before you start editing in earnest.

Bringing Your Team In

Add colleagues to your organisation, then decide which families each of them can see. Teams and group permissions are covered in Understanding Access, Teams, and Sharing.

If a family's own members or another adviser need to see a tree without a full account, guest sharing covers that — see Guest Sharing.

Getting Help