How it works

From group text to running smoothly, in one evening.

Five steps. The first three happen the night you sign up; the rest is the circle taking care of itself.

STEP 1

Create your circle around one person

Name the circle, add your parent's care profile — conditions, allergies, key contacts — so any helper walks in with context. Ten minutes, and the shared source of truth exists.

CARE PROFILE — MARGARET H.
ConditionsType 2 diabetes · early Alzheimer's
AllergiesPenicillin
Primary careDr. Patel · (410) 555-0119
PharmacyCVS on Falls Rd
STEP 2

Invite everyone who helps — with the right role

Siblings as family, the hired caregiver as caregiver, the kind neighbor as viewer. Each person sees exactly what their role allows — nothing to explain, nothing to worry about.

INVITE — CHOOSE A ROLE
david@example.comfamily
grace@homecare.cocaregiver
tom.nextdoor@example.comviewer
viewer < caregiver < family < coordinator < owner — enforced on every request
STEP 3

Load the meds, the tasks, the appointments

The medication schedule with times and days. Recurring tasks — “every Tuesday, refill the pill organizer.” Doctor visits on the shared calendar, timezone- and DST-correct. Documents into the vault.

MEDICATION SCHEDULE
Metformin 500mg8:00 + 18:00 · daily
Lisinopril 10mg8:00 · daily
Donepezil 5mg20:00 · daily
Tylenolas needed
STEP 4

The circle runs the day — Trellis keeps score

Doses get checked off as given or skipped — race-safe, correction-tracked, so the record can't lie. Overdue meds trigger alerts. And at 5 PM circle-local time, everyone gets the digest.

A DAY WITH TRELLIS
08:05Grace checks off both morning meds on her phone
09:40Emily posts a journal note from the morning walk
12:02David logs the $64.20 pharmacy receipt
17:00The daily digest lands in five inboxes — the whole day, at a glance
18:34Metformin's evening dose runs late — the overdue alert goes out after the grace window
STEP 5

End of month: the statement writes itself

One click produces the monthly package — CSV, PDF statement, and a zip of every receipt — ready for the long-term-care insurer and for the family conversation about sharing costs.

MONTHLY EXPORT
march-2026-statement.pdfready
march-2026-expenses.csvready
march-2026-receipts.zip · 11 filesready
Money is tracked in integer cents — the totals always add up

Tonight's the evening you get organized.

30 days free, no card, and everything you enter is yours to export forever.

Start your circle free