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Help Center

How to use Sober Living Companion

Everything you can do in the app and web dashboard β€” for owners, managers, and residents. Search below, or browse by topic.

Prefer video? Watch the 2-minute guides β†’ Β· or πŸ“… schedule a demo

Getting started

Where do I sign in?

You can use Sober Living Companion three ways, all with the same login:

Sign in with the email and password you created when you signed up.

How do I activate my account / start my subscription?

Sign up at soberlivingcompanion.com/start. It's a flat $60/month for unlimited houses and unlimited residents β€” and the resident app is always free. Use code FIRSTMONTHFREE at checkout to get your first month free. You can cancel anytime.

What does the Dashboard show me?

The Dashboard is your at-a-glance view: total members, rent collected this month, outstanding balances, pending agreements, UA flags, pass requests, and an Occupancy & beds panel showing who's in each house and which beds are open.

Owner vs. house manager β€” what's the difference?

The owner is whoever created the account. House managers can do almost everything β€” manage residents, forms, UAs, payments, agreements β€” but they can't see billing or set up Stripe. Managers are free; add as many as you need.

Houses & managers

How do I add a house?

Go to Account / Settings β†’ Houses β†’ βž• Add a house, give it a name, and Create. Each house gets its own join code and its own roster. Run as many houses as you like β€” it's all included.

How do I set a house's bed capacity?

Under Settings β†’ Houses, tap a house to expand it and enter its Bed capacity. This powers the Occupancy panel on your Dashboard.

How do I add a house manager?

In Settings β†’ House managers β†’ βž• Add house manager (free). Enter their name, email, and phone. We create their login and show you a one-time temporary password to share β€” they'll set their own on first sign-in. They also get a welcome email.

How do I assign a manager to a specific house?

Right after you create a manager, we ask which house(s) they should manage. You can change it anytime under Settings β†’ Houses β€” open a house and check the managers who run it. Owners can even assign themselves as a house manager.

Can I add a manager from the website too?

Yes β€” the "Add house manager" option works on both the web dashboard and the mobile app.

Residents (members)

How do I add a resident / member?

Open the Members tab β†’ Add member. Enter their name, which house they're in, their rent, and contact info. You can also just share a join code and let them add themselves.

What is the join code and how do residents use it?

Each house has its own join code, and there's a master join code for your whole account (shown at the top of the Members tab). A resident downloads the free app, enters the code, and is instantly connected to your home. When they use a house code (or you send a personal invite), they're placed in the right house automatically.

How do I invite a resident by email?

When you add a member with their email, we can send them an app invite carrying their personal join code β€” that links them to their exact record so their agreements and forms follow them. This avoids duplicate records.

How do I view residents by house?

On the Members tab, use the house filter chips (All houses / each house) to see just that home's residents. Managers assigned to a house see only their house's residents.

How do I move a resident to another house or change their bed?

Open the resident's profile β†’ Bed & intake. Pick a different house, set their bed/room label, and set their move-in (intake) date.

How do I discharge or readmit a resident?

On the resident's profile, scroll to Status. You can mark them Discharged (with a discharge date) or readmit them to In Care. Their sober-day count and personal data stay with them.

Can I import my residents from another software (CSV)?

Yes. You can import a CSV of your current clients β€” great for switching from Sobriety Hub or One Step. Send us your export and we'll help you get set up; often the same day. Call (213) 321-6518.

I have a duplicate resident β€” how do I merge them?

Open the record you want to keep β†’ Status section β†’ Merge a duplicate into this member. It moves the other record's login and data over, then removes the duplicate.

Payments & rent

How do I set up Stripe to accept card payments?

Go to Settings β†’ Payments (owner only). Tap Set up payments to create a new Stripe account, and follow the short onboarding. Funds go straight to your bank; residents' payments are 100% yours.

I already have a Stripe account β€” can I connect it?

Yes. In Settings β†’ Payments, tap "πŸ”— I already have Stripe β€” connect it" and sign in to your existing Stripe account. No need to create a new one.

How do I add CashApp and Zelle?

In Settings β†’ CashApp & Zelle, enter your CashApp tag and Zelle email/phone, then Save. Residents will see these on their Pay screen as ways to pay you directly.

How do I set a resident's rent?

Open the resident's profile and set their monthly rent and due day. This drives their balance and your Dashboard's Collected/Outstanding totals.

How do I record a cash or app payment?

On the resident's profile, use Record payment β€” choose the amount and method (cash, CashApp, Zelle, Venmo, card). Their balance updates immediately.

Where do I see who has paid and who owes?

The Payments tab shows your whole house β€” who's paid, who's due, totals for the month, and lets you record payments. You can export payments (including for QuickBooks).

How do residents pay their rent?

Residents pay right from their app with Stripe (one-time or recurring auto-pay), or see your CashApp/Zelle. You can also share a payment link so a loved one can cover a resident's fee β€” the payment still credits the resident.

What is the FIRSTMONTHFREE promo code?

It's a code new homes can enter at checkout to make their first month free ($0), then it bills the normal $60/month. A card is collected up front but not charged until month two, and you can cancel anytime before then.

Forms & agreements

How do I write my own agreement or paste one from Word?

Go to the Forms tab β†’ ✍️ Write agreement. Type it in, or paste your existing agreement straight from Word. Format the text, and drop in Signature, Initials, Date, Text, Number, Phone, Email, or Checkbox fields wherever you need them β€” the resident fills and signs those in place. Save it as a reusable template and/or send it to residents.

How do I upload an existing agreement (PDF or photo) to sign?

On a resident's profile, in the Forms & Agreements card, tap πŸ“„ Upload agreement. Add a PDF or photo, name it, and send. The resident reviews and e-signs it on their phone. Multi-page PDFs are shown page-by-page, and you can place signature fields on each page.

How do I send a ready-made form?

In the Forms & Agreements card, tap βž• Send a form and choose a ready-made template β€” guest agreement, intake, head of house, write-up, house terms β€” and Send as-is or Edit first.

How do I build a custom form?

From the form picker, choose Build a custom form. Add questions with field types (text, long text, phone, address, date, yes/no, number, SSN last-4, initials, headings), mark any as required, and optionally save it as a reusable template.

Do residents sign on their phone? Is it legally tracked?

Yes β€” residents review and e-sign right on their phone, no paper or printer. Each signed document is saved with a timestamp and IP address for verification, and signed paperwork is kept forever.

How do I archive form templates I don't use?

In the "Choose a form" picker, tap πŸ—„ Archive on any ready-made or custom template to hide it and keep the list clean. Tap β–Έ View archived templates at the bottom, then β†©οΈŽ Restore to bring one back. Archiving is account-wide, and any owner or manager can archive or restore.

Where do signed forms and agreements go?

They stay on the resident's profile. To keep it tidy, signed items tuck behind a "View signed forms" / "View signed agreements" button β€” tap to expand. Only pending items show up top so you can see what still needs action.

What's the difference between "Write agreement" and "Upload agreement"?

Write agreement (Forms tab) is for typing or pasting text and building a reusable template. Upload agreement (on a member's profile) is for sending an existing PDF or photo to sign.

Documents

How do I store a resident's documents (IDs, insurance, PDFs)?

On the resident's profile, at the bottom in the Documents section, tap βž• Add a document to upload a PDF, Word doc, or photo/scan. Residents can view their own documents too.

How do I view stored documents?

In the Documents section, tap β–Έ View documents to expand the list, then tap any document to open it. Long-press to delete.

Drug tests (UAs)

How do I log a UA / drug test result?

On the resident's profile, under UA / drug tests, tap βž• Log a UA result. Pick the test date and result (negative, positive, refused, pending). For positives, add the substances detected; add notes if you like.

Where do UA flags appear?

Positive/refused results roll up to the UA flags count on your Dashboard so you can spot issues fast. Each resident's full UA history is on their profile.

Beds, curfew & passes

How does curfew check-in work?

Residents check in for curfew from their phone, verified by GPS location, so you have a record of who's home on time.

How do passes (overnight / multi-day) work?

Residents can request overnight or multi-day passes, and pass requests show on your Dashboard for you to approve.

How do I track beds and occupancy?

Set each house's bed capacity and each resident's bed/room label. The Dashboard's Occupancy & beds panel then shows who's in which bed and how many are open per house.

Meetings & attendance

How do residents find meetings?

The Meetings tab lists AA, NA, SMART, and Dharma meetings β€” online and local. AA online (via the Online Intergroup) runs 24/7, so there's almost always one starting soon. Residents can add a meeting to their calendar.

How do I see if residents attended meetings?

Residents check in at a meeting from the app (GPS-verified). Their check-ins appear on their profile under Meeting check-ins, so you can confirm attendance and export it (handy for parole/probation officers).

Notes, chores & tasks

How do staff notes work?

On a resident's profile you can add staff-only notes for care coordination (residents don't see these). Every note shows who wrote it (Owner/Manager + their real name) and the date, so your whole team knows what came from whom.

How do I assign chores and tasks?

On a resident's profile, use Chores & tasks to assign items. Tasks and notes notify the resident's care team so everyone stays in the loop.

The resident app (what residents see)

What can residents do in their free app?

Residents get a free app to: track their sober-day count, find and check in to meetings, review and e-sign any forms/agreements you send, pay rent (Stripe/CashApp/Zelle), do a Nightly Review, view their documents, and message your team.

What is the Nightly Review?

A short end-of-day reflection for residents, with an optional reminder they can set for themselves (e.g., 9:00 PM).

Is there a crisis / SOS feature?

Yes β€” residents can reach help fast from the app. It's designed so support is one tap away in a crisis.

Account, billing & settings

How much does it cost?

A flat $60/month for your whole home β€” unlimited houses and unlimited residents, no add-on fees ever. The resident app is free. Because we're a non-profit, your membership is tax-deductible.

How do I turn resident-activity alerts on or off?

In Settings β†’ Notifications, toggle Resident activity alerts. These are off by default β€” turn it on to get a push when residents check in at meetings or report a payment. SOS and resident messages always come through.

How do I change my name or password?

In Settings β†’ Your account, update your name (shown to your team and residents) or change your password.

How do I manage or cancel my subscription?

Manage your subscription from the web dashboard at soberlivingcompanion.com (owner only). You can cancel anytime.

Can't find what you need? Call or text (213) 321-6518 or email info@empowernextproject.org β€” we're happy to help.