Knowledge Center

Helpful Articles, Tutorials, and Regional Resources

Tips & Tricks

 
My Cases

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

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

Read all help topics about Family Viewing

 
Messaging with clients

Messaging

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

Read all messaging help topics

 

Account Settings

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

Read all help topics on account settings