Your Step-by-Step Onboarding

There are two roles in this test; most testers will only need Part 1.

One device, one role. Each phone is either a caregiver or a senior, never both. If you want to test both roles, use a second device (an iPad or another phone) for the second role.

Before You Start

• You'll need an iPhone running iOS 15 or later, or an Android phone. Android users sign themselves up with a Gmail account (no one has to add you first); the Android steps are on the Sign Up page.
• You'll need our TestFlight link: testflight.apple.com/join/vQxRpqvX (also on the Sign Up page). TestFlight itself is free from the App Store.
• Have your loved one's phone number handy if you're testing the caregiver role; you'll be sending them a real text message during setup.

Part 1: Caregiver Onboarding

1. Install via TestFlight. Open our TestFlight link, tap Install, then open Samana Care from your Home Screen.
2. Create your caregiver profile. Sign up with your name, email, and a password, or tap "Continue with Google" to skip the password step. Enter your own phone number and tap Continue.
3. Tell us about your loved one. Enter their name and phone number, then tap Continue.
4. Set Ana's check-in times. Pick a morning time and an evening time; Ana will call your loved one automatically at both, every day.
5. Payment step. During this MVP test phase, Samana Care is $4.99/month. Check the box confirming you understand the charge, then tap through to enter your card on Stripe's secure checkout page. Your card is charged $4.99 that day and then automatically every month until you cancel. There is no free trial. You can cancel any time from your account screen in the app; your paid month continues until it ends.
6. Send the invite. After payment, your phone's own Messages app opens with a ready-made invite text to your loved one. Tap Send yourself; the app can't send it for you (an Apple/Google rule, not a bug). If it didn't send, open Loved Ones on your dashboard and tap Resend invite.
7. Send Ana's contact to your loved one. Please don't skip this. Tap Save Ana's contact, choose Messages, and send it to your loved one. When Ana calls, their phone will show "Ana – Samana Care" instead of an unknown number, which is the biggest reason people answer. Ana calls from (678) 543-0019. You can also find this button anytime under Loved Ones on your dashboard.
8. You're in. You'll land on your caregiver dashboard, where you'll see Ana's daily check-in results, wellness markers, and any alerts.

Part 2: Your Loved One's Side

They'll receive a text inviting them to meet Ana. Tapping the link either opens the app directly (if already installed) or walks them through installing it first. After installing, they tap the same link in the text one more time; that second tap is what connects their phone to their profile. Then they read and agree to the consent screen, allow notifications, and they're set. They should also save Ana's contact card when it arrives. From there, Ana calls their real phone number at the two check-in times you set, a genuine phone call, not an in-app notification. If a call drops or they call Ana's number back directly, she picks up right where the conversation left off.