Help for Communities and Agencies
Short answers on using the Latter Years portal, one for each feature. The assistant in your portal answers from these too.
Your Website: Chat, the Quiz, Booking and a Free Link
One piece of code on your site carries the chat, the care quiz and visit booking as switches, and a free link to our family guides works on any plan.
Updated October 31, 2026
Add a Family Who Called or Walked In as a Lead
Add a family who reached you by phone, in person or through a referral. Open Leads, tap Add a lead or Add a family, fill in who reached out, and save.
Updated October 25, 2026
Update Your Agency Listing: Contact, Service Area and Logo
Open Listing from the menu to change your phone, website, counties and logo, confirm your Google listing and answer your listing questions. An admin edits it.
Updated October 25, 2026
Claim Another Listing for Your Agency
Settings, then Listings shows every listing your agency runs and the claims under review. An admin searches for another agency listing and submits a claim.
Updated October 25, 2026
Set Up the AI Assistant and Its Handoff to Your Team
The assistant answers families from your listing and brings a person in when needed. Set it up under Settings, then AI assistant, and correct what it said.
Updated October 25, 2026
See Your Leads, Replies and Results in Analytics
Analytics shows the period's leads, who heard back and how fast, first meetings, families who chose you, and what your automations and campaigns did.
Updated October 25, 2026
Set Up Care Plan Reviews That Families Book
Set the times you offer on Appointments, invite a family from their resident's page, then confirm the time they pick or ask them for another one.
Updated October 25, 2026
Choose Your Assistant's Name, Tone and Topics
The assistant persona sets the name it signs with, its tone, what it says about pricing and availability, and when it hands off. Find it under Settings.
Updated October 25, 2026
See Your Plan, Invoices and Usage on the Billing Page
Billing shows your subscriptions, the next invoice date and this month's usage. An admin opens Settings, then Billing, and taps Manage billing for invoices.
Updated October 25, 2026
Send a Campaign to a Group of Families
A campaign sends one message to a group you pick. Build it on the Campaigns tab, check who it reaches, save a draft, then start it now or schedule it.
Updated October 25, 2026
Add, Find and Update Clients Your Agency Serves
Clients lists everyone your agency serves and who on your team each is assigned to. Tap Add client to add one, or import them from a CSV file.
Updated October 25, 2026
Keep Your Community's Public Listing Up to Date
Open Listing from the menu to change your description, prices, availability, photos and tour answers. An organization admin edits it; others can read it.
Updated October 25, 2026
Finish the Get Started Checklist for Your Listing
Get started walks an admin through the setup steps for a new listing. Open Get started from the menu or the card on your home page and go step by step.
Updated October 25, 2026
Import a List of Families From a Spreadsheet
Save your list of families as a CSV, upload it, match each column to a field and preview it. Nothing is added until you tap Import, and duplicates are skipped.
Updated October 25, 2026
Read Your Insights Home Page and Pick a Period
Insights is your home page: the period's wins, families waiting on you and how it's going. Pick a period at the top and every number on the page follows.
Updated October 25, 2026
Bring Your Resident Roster In From Other Systems
Settings, then Integrations lists every way to bring your resident roster in: a Google Sheet that syncs, an emailed census export, a CSV or the Import API.
Updated October 25, 2026
Confirm an Interview or Ask the Family for a New Time
Families ask to interview your agency on Latter Years. Open Interviews to confirm each one or tap Request new time, then log what you heard afterwards.
Updated October 25, 2026
Find, Open and Work a Lead on Your Leads List
Leads lists the families who reached out to you or that your team added. Open one to reply, assign it, keep notes and tags, or close it with a reason.
Updated October 25, 2026
Add a Location and Switch Between Your Buildings
Settings, then Locations lists every building your organization runs and lets an admin claim more. The Location list in the menu switches between them.
Updated October 25, 2026
Read and Reply to Families in Your Messages Inbox
Messages holds every conversation with families. Filter to Waiting on us, open a thread to reply, and tick the sensitive box for health details.
Updated October 25, 2026
List an Opening So Families See You Have Space
Open Openings, pick the level of care and room type, and tap List opening. Your listing shows as accepting new residents while any opening is open.
Updated October 25, 2026
Keep Your List of Recommended Partner Providers
Partners holds the providers you recommend when a family needs care you don't give. An admin adds them from Find partners; anyone can keep a private note.
Updated October 25, 2026
Make a Referral Link or QR Code for a Family
Open Referral links, choose care options and guides for the family, and tap Make the link. Copy it, print its QR code or email it to the family member.
Updated October 25, 2026
Add, Find and Update Residents in Your Community
Residents lists everyone living in your community and who on your team each is assigned to. Tap Add resident to add one, or View to open a resident's page.
Updated October 25, 2026
Change the Wording of Your Saved Messages
Saved messages hold the words your sequences and campaigns send. Open Automations, then Saved messages, to edit a text or email or reset it to the default.
Updated October 25, 2026
Edit a Sequence's Steps, Timing and What Stops It
Open the sequence from Automations and tap Change to edit its steps, timing and stop rules. The On or Paused button pauses it without deleting anything.
Updated October 25, 2026
Tag Leads, Residents and Clients, and Tidy Your Tag List
Tags are your team's own labels on leads, residents and clients. Pick one from your saved list, and an admin renames, merges or deletes them.
Updated October 25, 2026
Invite a Teammate and Choose Their Role
An admin opens Team, fills in a teammate's name, email and role, and taps Send invite. They get an email to sign up, and you can cancel it while it waits.
Updated October 25, 2026
Register Your Own Texting Number for a Building
Families are texted from the Latter Years number unless a building has its own. An admin submits the carrier registration under Settings, Text messaging.
Updated October 25, 2026
Share Your Texting Consent Link and QR Code
The consent link and QR code let a family agree to texts from Latter Years. Find them under Settings, then Texting consent; an admin creates or replaces them.
Updated October 25, 2026
Register a Texting Number of Your Own for a Listing
Your agency can text referral-service families from its own number. An admin submits the carrier registration under Settings, then Texting number.
Updated October 25, 2026
Confirm a Tour or Ask the Family for a New Time
Families book tours on Latter Years. Open Tours to confirm each one or tap Request new time, then mark it toured to save notes and start your follow-up.
Updated October 25, 2026
Work Your Waiting on You List and Add a To-Do
Waiting on you gathers replies owed, meetings to confirm, open questions and to-dos, most urgent first. Act on each row, snooze it, or mark it done.
Updated October 25, 2026
Keep a Waitlist and Call Families When a Room Opens
Add a family from their lead page, keep the Waitlist in the order you will call them, and turn an opening's fits into call tasks with Create call tasks.
Updated October 25, 2026
Create an API Key to Connect Your Own Systems or Zapier
An API key lets your website form, CRM or a Zapier webhook post to Latter Years. Create one on the Import API page, copy it once, revoke it any time.
Updated October 24, 2026
Set Up Your Email Brand Kit: Color, Sender Name, Signature
Your brand kit sets the accent color, the sender name families see and the signature on your emails. Open Settings, then Brand. An admin saves it.
Updated October 24, 2026
Start a Follow-Up Sequence From a Ready-Made Starter
Starters are follow-up sequences already written for a goal, like checking in on a quiet family. Open Automations, tap New sequence and pick one.
Updated October 24, 2026