Thank you for choosing Go Icon! Your journey to seamless connections starts here! Our team is committed to ensuring a smooth and efficient implementation, guiding you every step of the way. This plan outlines key milestones, best practices, and the support available to help you maximize the value of Go Icon from day one. Let’s get started!

Project Status

Progress Towards Completion

Coming Up: Week 8 - Community Engagement Training on June 4th, 2025

A word from Go Icon's CEO

Meet Your Go Icon Team

Serena Meade
VP of Implementation & Support
serena.meade@goicon.com

Ashley Zink
Implementation Manager
ashley.zink@goicon.com

Michele Saunders
Chief Growth Officer
michele.saunders@goicon.com

Schedule

Meeting One:
Kick Off - Attract, Engage, and Elevate!

This session sets the stage for a successful partnership, ensuring alignment on key objectives and a smooth rollout. We’ll start with introductions, followed by a review of the scope of services and an overview of the implementation and training plan. Our goal is to ensure a seamless, effective implementation that drives meaningful results for your organization.

Areas for Alignment:
The implementation timeline, define key business objectives, and establish success criteria to measure impact.

Recommended Training Attendees:
Administrators for Go Icon (General Manager, Associate General Manager, Lifestyle Activities Director & Assistants, Food & Beverage Director, and Concierge optional).

Meeting Two:
Go Icon Admin Essentials - Learn, Set Up, Succeed!

This week will include an admin user platform training ensuring their confident in managing the system.

Recommended Training Attendees:
Administrators for Go Icon Who Will Add/Remove Staff, Add/Remove Residents & Manage Go Icon

Go Icon Team Pre-Work:
Staff Import, Resident Import

Post-Training Homework:
Create Resident & Staff Groups (if applicable), Outline process for Maintaining Resident and Staff Databases, Set Profile Configurations (Engagement)

Meeting Three:
Mastering Communication 360

Ensure your team is ready to send impactful messages with Go Icon.

Recommended Training Attendees:
Administrators for Go Icon, Anyone Sending Out Mass Communications to residents, families, or staff

What You Will Learn:
How to Schedule & Send a Message, An Overview of the SMS inbox, How to Track and Respond to Replies in Real Time.

Go Icon Team Pre-Work:
Ensure Logins Have Been Created, Data Import, Import Profiles

Post-Training Homework:
Send First Message

Learn More About Communication 360

Meeting Four:
All Things Calendar Central

Get ready to streamline scheduling and calendar management with Go Icon.

Recommended Training Attendees:
Activity Directors, Life Enrichment Directors, Any Staff Involved with Updating Calendars & Taking Attendance

What You Will Learn:
Configure the Activities Calendars, Customizing Design and Print Options, Managing Attendance Tracking, Key Staff App Features

Post-Session Homework:
Set Calendar Configurations, Create the Current Month's Calendar

Learn More About Calendar Central

Meeting Five:
Let Your Brand Shine with Design Studio

Unleash your creativity and elevate your community’s brand with Go Icon’s Design Studio.

Recommended Training Attendees:
Activity Directors, Life Enrichment Directors, Marketing Staff, Any Staff Involved with Updating Calendars, Making Flyers, or Making Newsletters

What You Will Lear: How to Set Up Your Logo and Brand kit, How to Create Engaging Newsletters, Flyers, and Announcements Using Over 150,000 Templates and a Vast Library of Design Elements, How Design Studio Seamless Integrates into Calendar Central and Announcements

Go Icon Team Pre-Work:
Develop Custom Newsletter

Post-Training Homework:
Community Staff to Create 2 Flyers or a Newsletter

Learn More About Design Studio

Meeting Six through Eight:
Let's Build Your Resident App & Portal

Empower your team to create a dynamic, connected community with Go Icon's Resident App and Portal.

Recommended Training Attendees:
Life Enrichment, Dining, Fitness, Concierge, Front Desk, Maintenance, Housekeeping - Anyone Creating Pages in the Resident App

What You Will Learn:
Building Standard and Custom Pages, Smart Aging™ Features, Group Management, and Resident App Functionality, How to Personalize Content, Foster Engagement, and Ensure Residents Can Easily Access the Information and Activities That Matter Most

Go Icon Team Pre-Work:
Pre-Register All Residents with a Username and Password, Enable from Engineering

Post-Training Homework:
Set up Community Engagement Configurations, Build Custom Community Engagement Pages

Note:
We will be hosting individual department based trainings to drive deeper on things like life enrichment, dining, and more.

Learn More About the Community Engagement Platform & App

Week Nine Through Ten:
It's Time to Go Live!

The big moment is here! We're thrilled to officially launch Go Icon to the entire community. This exciting step marks the beginning of a new era of streamlined communication, enhanced engagement, and seamless connection for residents, families, and staff. With Go Icon, we’re empowering everyone to stay informed, engaged, and connected like never before. Get ready for a truly transformative experience as we bring our platform to life and unlock its full potential for your community!

For Later:
Allow Family Members Near and Far to Stay Connected and Informed

Help your team to foster meaningful connections with families through our comprehensive Family Engagement App.

Recommended Training Attendees:
Activity Directors, Life Enrichment Team, Clinical Team, Any Staff Who Would Correspond with Family/Loved Ones

What You Will Learn:
How to Add and Remove Family Members, Post Important Announcements, Send Event Invitations, Communicate Directly with Families Through the App, an Explanation of Net Promoter Scores (NPS), Generating Reports

Go Icon Team Pre-Work:
Import Authorized Contacts/Family Members, Add In Google Review Link

Post-Training Homework:
Family Engagement Configurations. Marketing to Family Members & Send Invite

Learn More About the Family Engagement App

Explore the Go Icon Support Site

The Go Icon Support site is your go-to resource for training videos, support documentation, and helpful guides. Designed to empower users, the site offers easy access to a wide range of materials, ensuring that you have the tools and knowledge to maximize your experience with Go Icon's products and services.

Launch the Support Site

Implementation Plan Progress Tracker

Heritage Community Imp plan

Resources

Smart Aging Insights Overview - Scroll to the bottom of the page and look for 'Smart Aging Insights'
Roles & Permissions
📌 How to Add a Button in Community Engagement
- Follow these steps to create a custom button that links to a webpage, using only HTML and inline styling (no JavaScript or external CSS).
  - Log in to your Community Engagement dashboard.
  - Navigate to the Admin Area, then Custom Page where you want the button to appear.
  - Look for the source code option '< >' to insert custom HTML.
  - Copy and paste the following code:
    - <a href="https://goicon.com/" style="display: inline-block; padding: 10px 20px; background-color: #DF459C; color: white; text-decoration: none; border: none; border-radius: 5px; font-size: 16px; font-family: Arial, sans-serif; cursor: pointer;">
      Go to Go Icon
      </a>
  - Customize the button (optional):
    - Text: Replace Go to Go Icon with your preferred label.
    - URL: Change https://goicon.com/ to the web address you'd like the button to open.
    - Color: Adjust the background-color if you want a different button color.
  - Save or publish your changes.

Community Engagement - Resident App

- Community Engagement Toolkit - PLEASE READ
- Resident Launch Flyer
- Resident Launch Deck
- Community Engagement Group Permissions (below)

Files

Meeting Recordings

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Project Status

Coming Up: Week 8 - Community Engagement Training on June 4th, 2025

Table of Contents

A word from Go Icon's CEO

Meet Your Go Icon Team

Schedule

Meeting One: Kick Off - Attract, Engage, and Elevate!

Meeting Two: Go Icon Admin Essentials - Learn, Set Up, Succeed!

Meeting Three: Mastering Communication 360

Meeting Four: All Things Calendar Central

Meeting Five: Let Your Brand Shine with Design Studio

Meeting Six through Eight: Let's Build Your Resident App & Portal

Week Nine Through Ten: It's Time to Go Live!

For Later: Allow Family Members Near and Far to Stay Connected and Informed