A clear path
to your workspace.

Review unused starter additions for removal in Starter setup before removing the frontend. Server checks preserve edited or published workflows and pipelines with jobs or references. The process targets recorded kit additions rather than sweeping account records.

Preserve your local configuration and source edits. Preview frontend removal with node setup.mjs remove "/path/to/seedly" --dry-run. The automatic uninstaller uses a private restoration receipt and refuses to overwrite later edits. Keep that receipt private and out of public hosting or source exports. Removing frontend files does not remove account data or undeploy backend functions.

For an update, follow the documented removal/install process and reapply your preserved changes. A manually merged installation needs its own private change ledger and reviewed source rollback.

One household relationship is a native contact-linked opportunity. Its namespace holds the household label, member labels, recorded relationship, review cadence, last and next review dates, advisor and service model labels, prospect stage, source label, custodian label, an optional annual fee reference, recorded notes, and recorded meetings and service tasks as child records with stable IDs. A client household requires a recorded next review date, a next review date can never precede a last review date, and only a prospect carries a prospect stage.

Horizon is a relationship and review-cadence workspace. It stores no account balances, holdings, positions, transactions or performance data, aggregates no accounts, and reads nothing from any custodian. The custodian entry is a label typed by staff. Review dates and cadence are recorded intent: nothing reviews, schedules, reminds, renews or advances on its own, and no calendar appointment is created. Recorded meetings describe conversations that already happened and recorded tasks are the practice’s own work. The annual fee reference is the fee your practice records for its own planning, never a balance, never assets under management, and never billed or collected. The cadence-disagreement flag is advisory and changes no date. Nothing in the kit is investment advice, a recommendation, a proposal, a suitability or fiduciary determination, an e-signature, a document vault or a compliance record.

The kit’s original operational screens share the frame with full CRM modules from your own Seedly source. Existing account permissions, feature gates, and configured providers still determine access to those modules.