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User manual / Live

Genogram

Live → Genogram

Build a family representation and explore shared roles, resources, values and inherited messages.

Create · Share · Work · Keep · FAQ

View this page’s sections01Create the document02Work with your client03Explore the tool04Keep and organize05Frequently asked questions
01

Create the document

Choose your starting point.

01

Select Create

In the side menu, open Live → Genogram and select Create. Enter a name and choose Single person, Nuclear, Single parent, Blended family, 3 generations or 4 generations. You can apply another template later: it replaces the people and relationships and can be undone.

Select Create
02

Work with your client

The same document, from two spaces.

02

Assign the document

With the document open, select Assign client in the top bar, choose the client and save. Documents lets you filter the list by client. On mobile, these actions are in the top bar menu.

Assign the document
03

Open the same work in the client space

The client enters their space and opens the document under Live tools. Both work in the assigned document, with automatic saving. The client does not have the coach’s document management buttons. If you turn on Lock client, the client can view the work but cannot edit it.

Open the same work in the client space
03

Explore the tool

Build the session step by step.

04

Add people and relationships

Select a person on the canvas or in the list to open their profile. Enter their name, symbol, years and occupation; add roles, inherited messages, resources and values. Save the profile. Add partnerships, children and emotional bonds by choosing the people involved.

Add people and relationships
05

Arrange people and explore patterns

Guided arranges the generations. In Free mode you can drag a person to pin their position. Arrange automatically releases those positions. Filter Shared patterns by field and value; you can answer the guiding questions and save your responses.

Arrange people and explore patterns
04

Keep and organize

Review the result and save status.

06

Keep the diagram

Use Export to get PNG or PDF with the diagram and its supporting export content. Review the legend and answers before sharing it. Genogram does not use the Before / After comparison or the Wrap-up in Cards and Maps.

Keep the diagram
07

Return to your documents

Documents opens the list without shrinking the workspace. Choose another document; Escape or a click outside closes the panel. Rename changes its name. Delete asks for confirmation and removes the document from the list: to start another session, create a new document instead. With no document open, the list and Create stay visible.

Return to your documents
05

Frequently asked questions

Find answers to common questions.

08

Trial, images and connection

Does the trial restart for each tool? No. AppSumo without White Label has 30 seconds of trial time in total, shared across all seven tools. Once used, White Label is needed to continue.

Can I upload images? In tools that include uploads, AppSumo accounts without White Label cannot upload files. Other plans can use that action.

What if saving fails? Keep the document open, check your connection and retry. A pending-changes message does not confirm a successful save.

Trial, images and connection

Before closing

Check that the document is saved. If an error appears, keep the page open and retry before leaving.