Knowledge Center

Helpful Articles, Tutorials, and Regional Resources

Tips & Tricks


My Cases

My Cases is where you manage all of your connections to clients. Learn about creating client accounts, linking to clients already on OurFamilyWizard and other features.

See all My Cases help topics


Family Viewing

Family Viewing is how you will review your clients' activity and communication histories on OurFamilyWizard. Learn how to use this powerful tool. 

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Messaging on OurFamilyWizard keeps your correspondence with clients contained within one central platform. Learn how to use OurFamilyWizard messaging to take back control of your inbox.

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Account Settings

Account basics such as updating your password or enabling Touch ID.

Read all help topics on account settings