Here to help.

1. 1.Go to dashcheck.app and choose "Start free", or open dashcheck.app/register directly.
2. 2.Fill in "Full name", "Email", and a password that meets the checklist shown ("At least 8 characters", an uppercase letter, a lowercase letter, and a number). Phone number is optional.
3. 3.Tap "Create account".
4. 4.Open the confirmation email we send and tap the link — it signs you in and lands you on your dashboard.

• On the web you can tap "Continue with Google" instead and skip the password entirely.
• Joining a teammate? Open their invite link first — you'll see "You're joining a team" on the register form and be added automatically after you confirm your email.
• If the confirmation link expires, sign in anyway — the login page will tell you if you need a fresh link.

1. 1.Go to dashcheck.app/login, enter your email and password, and tap "Sign in".
2. 2.Forgot it? Tap "Forgot password?" above the sign-in button.
3. 3.Enter your account email and tap "Send reset link".
4. 4.Open the email, tap the link, choose a new password, and tap "Set new password" — you stay signed in.

• There is no separate change-password screen in Settings — the reset-link flow above is also how you change your password whenever you want.
• If the reset link expires you'll see "Your reset link has expired. Please request a new one." — just send a fresh one.

1. 1.Open "Hospitals" in the bottom navigation and tap "Add hospital".
2. 2.Enter the "Hospital name" (address is optional) and tap "Add hospital".

• Hospitals are where trays get checked in — add the sites you service before moving inventory around.

Already have a spreadsheet? Import it instead of typing trays one by one.

1. 1.From the dashboard, tap "Import from spreadsheet".
2. 2.Drop in the list you already have — any column names work. Dash matches columns for tray name, tag number, category, and hospital, and shows you the match to fix before importing.
3. 3.Confirm the import. Trays with a hospital column land at that hospital; the rest land in Storage.

• Imported trays start without levels or procedure tags — their Levels read "Not set". Open a tray and tap "Edit" to set the number of levels and tag its procedures.
• Anything containing “consign” in your category column imports as Consignment; everything else imports as Loaner.

1. 1.Open your inventory — the "Inventory" tile on the dashboard — and tap "Add your first tray" (or "Add another tray" from any tray page).
2. 2.Pick the category: "Loaner" (case-driven, ships in and out) or "Consignment" (long-term assigned).
3. 3.For a consignment tray, pick its status: "Available · in your storage", "Checked in at a hospital" (choose the hospital), "Loaned out to another rep" (name the rep), or "Down · out of service".
4. 4.Optionally tag the procedures it supports — the tags become folders in your inventory.
5. 5.Enter the "Tray name" (required). "Tag number (optional)" is any identifier you use — it's informational only.
6. 6.Set "Number of levels" (1–12) — how many stacked trays/pans the set has. Each level gets its own photo slot in Capture.
7. 7.Tap "Add to inventory".

• The tag number never drives search or tracking — Dash finds trays by name, hospital, and procedure tag.

1. 1.Open your inventory from the dashboard's "Inventory" tile. Filter with the chips at the top: "All", "Loaners", "Consignment", or "Storage" (everything not at a hospital).
2. 2.Use "Group by" to switch between "Folder" (procedure tags) and "Hospital", and the view toggle between "Register" and "Table".
3. 3.Type in the search bar to match tray names, hospital names, or procedure tags.

• Same-name trays at the same location collapse into one "Qty N" row.
• Tap "Manage categories" to add or rename your procedure folders, and "Organize" to re-tag trays right in the list.

1. 1.Open the tray from your inventory.
2. 2.Scroll to "Location", pick the destination under "Current location" (Storage or a hospital), and tap "Update location".

• Every move is written to the tray's movement log automatically — who, what, when, where.
• A consignment tray marked "Down · out of service" won't move to a hospital — restore it from the tray's "Edit" screen first. Returning it to storage is always allowed.

1. 1.From the dashboard, tap "Move inventory" — your trays open grouped by hospital with checkboxes.
2. 2.Check the trays to move (each section has "Select all").
3. 3.Pick the destination in the "Move to…" selector at the top and tap "Move".

The check-in wizard moves trays and optionally photographs each one before drop-off.

1. 1.From the schedule, tap "Log a tray to surgery" — it opens the "Check in trays" flow (dashcheck.app/move).
2. 2.Step 1 — "Where are these going?": pick a hospital or "Storage".
3. 3.Step 2 — "Which trays?": check one or more trays.
4. 4.Step 3 — "Capture each tray": photos are optional. Tap "Capture tray" to photograph level by level, use "Or take one quick condition photo", or skip photos entirely.
5. 5.Tap "Check in N trays".

• Photos here become the tray's condition record — useful if a tray comes back damaged.
• If some trays fail, the wizard tells you exactly how many made it and keeps the rest selected so you can tap "Check in" to retry just those.

The richest check-in — records the surgeon and dates along with the move.

1. 1.Open the tray and tap "Log to surgery".
2. 2.Set the "Surgery date" and "Drop-off date" (drop-off can't be after the surgery).
3. 3.Pick the surgeon and hospital, then tap "Log to surgery".

1. 1.To edit: open the tray and tap "Edit" — name, tag, category, status, and levels.
2. 2.To remove: open "Trays", tap "Edit trays", tap the trash icon on a tray, and confirm with "Delete".

• Deleting is recoverable on our side and the tray's movement history is preserved — email support if you removed something by mistake.

Capture is a photos-only log. It never moves a tray, and it never changes your forecast — it just keeps a fresh picture of every level of every set.

• A tray shows "capture due" when it was moved somewhere new and hasn't been photographed since. It's a reminder only — nothing is ever blocked.
• Dash keeps the last 3 photos of each level and replaces older ones automatically.

1. 1.From the dashboard, tap "Capture trays" — trays are grouped by where they are, with anything due listed under "Needs capture".
2. 2.Tap the location you're standing in.
3. 3.Check the trays to photograph ("Select all" and the "Only due" filter speed this up) and tap "Capture N trays".
4. 4.Choose "Take photos now" (opens the camera per level) or "Add from camera roll" (pull in shots you already took).
5. 5.Fill each "Level N of M" slot, then tap "Save capture · N trays".

• You don't have to fill every level — save with whatever you captured.
• Photos are stripped of location metadata before storage and kept private to your account.
• Keep patients, charts, wristbands, and identifying signage out of every photo — trays and instruments only.

1. 1.Open the tray from your inventory and scroll to "Capture log".
2. 2.Each level shows its last 3 photos, newest first, with a "Latest" badge on the most recent.

1. 1.On the web, tap "Check camera first" in the capture step to test it before you shoot.
2. 2."Camera permission denied" means the browser blocked it — enable camera access in your browser settings for dashcheck.app.
3. 3.In the iPhone app, if the camera won't open, check Settings → Dash → Camera on your phone.
4. 4.Photos over 12 MB are rejected — retake at normal quality or pick a smaller shot from your camera roll.

1. 1.Open "Schedule". Four views: "List", "Week" (the default), "Month", and "Forecast".
2. 2.Page with "‹ Prev" and "Next ›"; jump back with "This week" / "This month".
3. 3.In Month view, tap any date to see that day's cases below the grid.

1. 1.Tap "Schedule a case" at the bottom of any schedule view.
2. 2.Set the "Case date" (start time optional).
3. 3.Pick the surgeon and hospital.
4. 4.Pick one of the surgeon's procedures — the "Transfers to the case" preview shows exactly which trays and pull-items the case will start with.
5. 5.Answer the extra-trays question: "No — just the procedure trays" or "Yes — I'll bring extras" (then add trays with quantities).
6. 6.Optionally add a description, then tap "Schedule case".

• The procedure list belongs to the surgeon — if it's empty, add procedures under the surgeon's tabs first (see Surgeons & procedures).
• Extra trays count toward the Tray Forecast, so the coverage math stays honest.

The Forecast tab shows, set by set and day by day, whether the week is covered.

1. 1.Open "Schedule" and tap the "Forecast" tab.
2. 2.Read the day chips across the top: ✓ Ready means the day is clear; amber and coral counts mean sets need attention.
3. 3.In the grid, each row is one of your sets and each cell shows needed/owned for that day.
4. 4.Tap a day's count, or any cell, to see exactly what to do and why.

• ✓ Ready — every hospital already has the sets it needs that day.
• ⇄ Move a set — you own enough, but one has to be relocated; the suggestion names which hospital to take it from and which case drives it.
• ▲ Short — that day's cases need more sets than you own; order or borrow the difference.
• Suggestions are advisory — Dash never moves a tray for you. Act on one via the check-in flow.

1. 1.Open the case from any schedule view.
2. 2.Scroll to "Case options" (shown until the case is started).
3. 3.Change the "Case date" and tap "Move" — or tap "Delete this case" to remove it.

• Deleting a case removes its prep checklist and its tray demand from the forecast. It can't be undone.

1. 1.From the dashboard, tap the Today tile for today's cases, or the "Lineup" tile for everything upcoming.
2. 2.Tap a case to open it. Rows show the surgeon, hospital, and a TODAY / TOMORROW / date tag.

1. 1.Open the case. While it's scheduled, review the setup — tap "Edit" to add anything one-off.
2. 2.On surgery day, tap "Start case".
3. 3.Work the "Trays" section top to bottom: expand a tray and tick each item as you pull it — the tray fills in by itself when everything inside is done.
4. 4.Or tap the tray's own checkbox to mark the whole tray ready at once.
5. 5.When everything's ticked, tap "Mark case complete".

• The badge next to each tray tells you "● Already here" (on-site at the case's hospital) or "▲ Bring it".
• Completing a case marks its opened trays down · unsterile so you remember they need reprocessing. "Reopen case" undoes completion.
• Progress also counts the room-map pieces and the other checklist sections — the percent at the top is the whole case.

1. 1.Open the case's "Room setup" section. The map starts locked — tap each piece as you place it in the room.
2. 2.To rearrange: tap "Edit map", then drag pieces (and the OR table) where they belong.
3. 3.Tap a piece to rename it, drag the round knob above it to rotate, and use the slider on the map's right edge to resize.
4. 4.Add equipment with the palette pills (Microscope, C-arm, Back table, Mayo stand, and more), then tap "Done".

1. 1.Open the case and tap "Edit".
2. 2.Type into "Add a tray…" in the Trays section, "Add an item to pull…" inside a tray, or "Add an item…" in any other checklist.
3. 3.Remove anything with the X next to it, then tap "Done editing".

• One-off edits only touch this case — the surgeon's procedure template stays as you built it.

1. 1.On a scheduled case, open "Case options".
2. 2.Tap "Save this setup as a template", name it, and tap "Save as template".

1. 1.Open "Surgeons" and tap "Add surgeon".
2. 2.Enter the name; optionally link the hospitals they work at and record glove size, gown size, and microscope settings.
3. 3.Tap "Add surgeon".

• To edit a profile later, select the surgeon on the Surgeons screen and tap "Open full profile" — that's where identity, sites, and preferences live.

A surgeon's tabs ARE their procedures — each one is the reusable base template every case starts from.

1. 1.Open the surgeon and tap "Add procedure".
2. 2.Type the procedure name (e.g. ACDF, PLIF, XLIF) and tap "Add".
3. 3.Open the new tab — it starts with empty sections for Trays, Room setup, Procedure order, and Mayo stand. Build it once; every case scheduled with this surgeon starts from it.

1. 1.In the procedure tab, expand "Trays for this case" and tap "Edit trays".
2. 2.Check the trays under "Add trays from your inventory" (search appears for long lists) and tap "Add N trays".
3. 3.Use the "Sets needed" stepper if a case takes more than one of a set, and "Add item" inside a tray to list the instruments to pull.
4. 4.Tap "Done".

• Set the "Availability at" hospital to see live "● Already here" / "▲ Bring it" badges per tray.

1. 1.Expand "Notes" on the General tab (surgeon-wide notes) or inside any procedure tab (procedure-specific notes).
2. 2.Type in the box and tap "Add note".
3. 3.Reuse wording you type often: tap "Save as template" on a note, then tap the template chip to prefill next time.

• Notes are shared with your whole team — anyone can add or edit; the byline shows who wrote it.
• Never put patient identifiers in notes — names, MRNs, or dates.
• Notes that are just for you belong in Settings → Notebook, which is private to your account.

1. 1.Go to Settings → "Team", enter a "Team name", and tap "Create team".
2. 2.Share the invite: "Copy link", "Share", or "Show QR" for a scannable code.
3. 3.Your teammate opens the link (or enters the 6-character code under "Join a team") and they're in — no approval step.

• The invite link keeps working until you tap "Reset link ↻", which revokes the old one immediately.
• The team owner's plan covers everyone — a teammate with their own active plan is asked to cancel it before joining so they're never billed twice.
• Joining shares your existing trays and hospitals with the team — the join screen asks you to confirm exactly that.

• Owner — created the team, manages everyone, and is the billing principal. The owner can't be removed.
• Admin — can invite and manage the roster (except other admins). Only the owner grants admin.
• Member — full edit access to the shared workspace.
• View-only — sees everything, changes nothing. Set from Team settings with "Set view-only" / "Restore edit".
• To change roles or remove someone, tap "Manage" next to a member in Settings → Team.

1. 1.Go to Settings → "Team" and tap "Leave team".

• If the owner leaves, ownership transfers automatically to the teammate with the oldest account. If the owner was the last member, the team is deleted.
• There is no separate transfer-ownership button — leaving is the mechanism.

1. 1.Go to Settings → "Calendar" (or the bottom of the Schedule page).
2. 2.Tap your provider tile: "Google", "Apple", or "Outlook" — one tap subscribes your calendar to Dash.
3. 3.Prefer manual setup? Tap "Add it by hand instead", copy the link, and paste it into your calendar's subscribe-by-URL option.

• The feed is read-only and PHI-safe: only the surgeon, hospital, and time are shared — never patient details.
• Calendar apps refresh on their own schedule — a new or changed case can take a few hours to appear (Google is the slowest).
• Calendar sync is part of the top plan (and the trial).

1. 1.In Settings → "Calendar", open "Add it by hand instead" and tap "Reset link".
2. 2.The old link stops working immediately — re-subscribe with the new one.

• Reset any time you think the link leaked — it's the only credential the feed has.
• There is no inbound sync — Dash publishes to your calendar; nothing imports back into Dash.

1. 1.Tap "Dash AI" in the bottom navigation.
2. 2.Ask about your surgeons, trays, or cases — it answers from your own workspace, and searches the web for product or FDA facts when needed (web answers always end with a Source: link).
3. 3.Attach a photo of an implant or instrument with the camera button to ask what it is (JPEG, PNG, or WebP, under 3 MB).

• Dash AI is included with Team Elite. On other plans the tab shows what it does; the Solo add-on is coming soon.
• It's read-only by design — it can look things up and remember facts, but it never moves a tray, edits a surgeon, or changes your data.
• Its answers are suggestions to confirm, not a system of record — always verify before acting, and never use it for clinical decisions.
• Don't send it patient information — it will decline to keep it, and photo attachments warn you before sending.

1. 1.On the Dash AI screen, tap "What Dash remembers →".
2. 2.Memories are grouped by surgeon, hospital, and tray. Each is tagged "You told Dash" or "Dash noticed".
3. 3.Tap "Forget" on anything wrong or out of date.

• Dash saves durable facts as you chat — you don't have to say “remember this” (though you can).
• If you tell it something that contradicts a saved memory, it asks which is right before changing anything.

• The meter above the message box shows roughly how many conversations you have left this month (e.g. "≈ 66 conversations left this month · 12% used").
• If you use it all, the meter reads "You've used this month's AI allowance — top up to continue," and the message box pauses until your allowance resets at the start of the next month.
• The allowance is per person, not shared across your team.
• Regularly running out? Email support@dashcheck.app and we'll sort you out.

1. 1.Open dashcheck.app/pricing and tap "Choose" on your plan (or "Upgrade to Pro" in Settings).
2. 2.Complete checkout — payment is handled by Stripe; Dash never sees your card number.
3. 3.You land back in Settings with "Upgrade complete" and your plan active.

• The founding-rate discount is applied automatically at checkout while the founding cohort is open.
• In the iPhone app, purchases aren't available — manage your plan on the web at dashcheck.app.

1. 1.Go to Settings — the Billing section is on the Account tab.
2. 2.Tap "Manage subscription" to open the secure billing portal.
3. 3.There you can update your card, download invoices, or cancel. Cancellation takes effect at the end of your current billing period — you keep access until then, and your data stays in your account on the free plan.

• The 30-day guarantee: if Dash hasn't paid for itself in your first 30 days, email support@dashcheck.app within 30 days of your first charge for a full refund of that payment (monthly plans; the $100 setup fee is non-refundable). Details in the Terms of Service.
• On a team, the owner's plan covers you — your billing card reads "Included with your team" and there's nothing to manage.

1. 1.Go to Settings (Account tab) and tap "Delete account".
2. 2.Type DELETE to confirm, then tap "Delete account". You're signed out.
3. 3.Change your mind? Sign back in within 30 days and tap "Restore my account" — everything comes back exactly as it was.

• After 30 days your data is permanently removed. Deleting also cancels any active subscription at the end of the current billing period.

• No — never. Dash is built to hold zero patient data: no names, MRNs, dates of birth, or surgery details tied to a patient, and no photos showing patients, charts, wristbands, or signage.
• This is a hard rule of the Terms of Service, and it's what keeps Dash safe to use — your count sheets and the hospital's records remain the clinical record.

• Dash needs a connection to save changes. In low-signal hospital basements, what's on screen stays readable, but saves go through when you're back on signal — Dash tells you when you're offline.
• Tip for dead zones: take tray photos with your phone camera, then use “Add from camera roll” in Capture once you're connected.

• Imported trays (and single-level untagged trays) start without a level count. Open the tray, tap "Edit", and choose the "Number of levels" — that also creates its photo slots in Capture.

• A consignment tray marked "Down · out of service" can't be sent to a hospital — open the tray, tap "Edit", and restore its status first. Returning a down tray to storage is always allowed.
• If Dash says the tray is already at that location, there was simply nothing to move.

• Password: use “Forgot password?” on the sign-in screen any time — that flow is also the change-password flow.
• Name, email, or phone: there's no self-serve edit yet — email support@dashcheck.app from your account email and we'll update it for you.

• Inventory, tray photos, and hospital tracking are free. Paid plans include the full toolkit — case prep, surgeon templates, team features, forecast, calendar, and Dash AI on Team Elite. Full comparison at dashcheck.app/pricing.