How do I gather account information?

Collect WiFi password, Apple ID or Google account credentials, and login info for email and apps they use. Write these down on paper.

How do I set up essentials?

Connect to WiFi, sign in with their account, set a screen lock, and set up email. Focus on what they will use most.

How do I have them practice while you are there?

Walk them through making a call, sending a text, and opening their email. Let them do it themselves with your guidance.

How do I leave written instructions?

Write down steps for their most common tasks on paper. Include account passwords stored in a safe place.

How do I schedule a follow-up?

Check in after a week to answer questions. Be patient — learning new technology takes time and repetition.

TekSure — Free Tech Help for Beginners & Seniors

Helping a family member set up a new device is a generous act — and it goes smoother when you approach it with a plan. Whether you are helping in person or over the phone, here is a framework that works.

Before you start, gather what you need: the new device, charger, WiFi password, their Apple ID or Google account credentials (write these down and store safely), and any accounts they use (email, banking, social media).

Set up the essentials first — WiFi connection, Apple ID or Google account, screen lock, and email. Do not overwhelm them with every feature at once. Focus on the 3-5 things they will use most: phone calls, texting, email, photos, and maybe one or two apps (video calling, banking).

As you set things up, explain what you are doing and why. Instead of doing everything silently, narrate: "I am connecting you to WiFi so the phone can access the internet." After setting something up, have them practice it while you are still there.

Increase the text size: iPhone: Settings → Display & Brightness → Text Size. Android: Settings → Display → Font Size. This makes the screen much more comfortable to read.

Write down key information on paper (not in the phone): their Apple ID or Google account email and password, WiFi password, phone PIN, and instructions for the 3-5 things they will use most. Keep this paper in a safe place.

Before you leave, make sure they can: make a phone call, send and receive a text message, check their email, and take and view a photo. Schedule a follow-up check-in for a week later to answer questions that come up with daily use.