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Step-by-Step Guide: Pear Suite Basic Guide

Getting Started

• Log In: Open Pear Suite and enter your username and password.
• Dashboard: This is your home screen. It shows your schedule and tasks (called “activities”).

Navigating the Platform

• Navigation Bar: On the left side. Use it to go to different pages like Dashboard and Members.
• Roles: Users have roles like Admin, Lead, or CHW, which give them access to different parts of Pear Suite.

Dashboard Overview

• Calendar: Shows your daily tasks. To go forward or back in time, use the arrows or click the calendar icon.
• Add Task: Press the + button at the top-right to schedule a new activity.
• View Tasks: Click on task titles to see details. Click Start to begin the task.

Members Page

• Find Members: Go to Members to see everyone you’re working with. You can search by name or phone number.