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 contact-linked search record holds the senior's first name and last initial, the source and who referred, the area, the community type the family asked to see, the monthly budget range and hoped-for move-in, the intake call, the search status, the move-in date, the referral fee with its invoiced, due and paid dates, a non-clinical office note, the shortlist of communities with quoted starting prices, tours with reactions, family contacts with their role and an editable nine-step checklist.

Hearthlist records what the family and the communities told the office. The community type is a category label the family asked for, never a care assessment, and the kit recommends and ranks no community and says nothing about a community's licensing, inspections, care or safety, or about whether a referral fee arrangement is allowed where you work. It does no Medicare or Medicaid billing and gives no financial, legal or benefits advice. Searches, tours, contacts and money keep their own units, and budgets and quoted prices are never added to fees. Diagnoses, conditions, memory details, medications, stated care needs, dates of birth and ages, Medicare, Medicaid and insurance numbers, access codes, passes, logins, card numbers and Social Security numbers are refused in recorded text, while placement text such as Memory care community and Budget $4,500 to $6,000 a month is kept. The three public form drafts hold only names, email, phone and fixed choices, with no message box; name answers are capped at 80 characters and phone answers take a phone number only.

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.