iPhone/iPad

Guide to course:

View the guide in a new window by clicking on it.  Or, while in the new window, download and save to your computer.  

iPhones and iPads are known for their reliability and their ability to hold their value.  They are the same across the board, so having an iPad will prepare you for your new iPhone and vice versa.  Also, both sync nicely with the Mac computer.  In this course, we will take it from the start including:

• A hands-on look at the phone or iPhone

• Navigation with gestures and shortcuts

• Connecting to the Internet

• Using and managing the apps

• Visiting the Apple App store to see what they have to offer

• A detailed look at settings

Your iPhone is most likely running a version of Operating System 16.  You can find that information by going to Settings>General>About and looking for software version.  To make sure that you are using the most up to date operating system, go to Settings>General>Software Update.

Although you may have already set up your new iPhone, you can find information on the support page.  Here is a rundown of what you will need and do:

• You will need access to a Wi-Fi network

• You will need an Apple ID and Password

• You might need a credit card but not necessary if you do not plan to purchase anything through Apple

• A backup of your device or your previous iPhone so you can transfer your data (if you wish)

• If you have an Android device, you will need that to set up your new iPhone.

Next steps: turning it on and setting how to set up

• Make sure it is charged!  Then, click and hold the side button until the Apple logo appears

• You have the option of setting it up manually, using Quick Start to set up your device, or connect the devices via a wire

• Detailed instructions on the support guide, “Turn on and set up iPhone”

• Set up cellular service (requires a SIM from your carrier; contact them to set up a cellular service) They will assist with the setup if you get stuck.

How can you use iCloud with your phone? 

• iCloud will keep your messages, mail, contacts, calendars, notes and reminders up to date

• You can choose to save your photos on the iCloud

• You can use iCloud drive to save documents

• You can save bookmarks and webpages by enabling Safari

• You can make your passwords available on all your Apple devices by enabling this

• Make sure that keychain and iCloud backup is on, unless you are choosing not to save them to the cloud

• You can access the Apple iCloud on any device by going to icloud.com and entering your apple ID and password.

More on using iCloud in a bit.

iPhone tasks:

• Turn on your iPhone by pressing the side button or sleep wake button.  Depending on your model, it may be on the side, or on the top.

• If you have set it up, you will be able to unlock by using Face ID. Other options include a fingerprint (older models) or a passcode.  Pressing the side button again will lock your iPhone.

Before we continue, we should look at some of the ways that you can use touch to perform features.  These include:

• Tap:  Touch lightly on the screen.  Used to open an app.  You can also use tap to touch the home button to return to the main menu.

• Double tap:  With some versions, double tapping the home button will show all open apps

• Touch and hold:  Touch and hold an app.  The menu that pops up will provide some options. Might include removing the app, editing home screen or something related to the app you touched and held. 

• Swipe: You can move one finger up, down, and across to both sides.  Example is swiping up to find control center (coming up next!)

• Scroll:  Move a finger across the screen without lifting so you can view a list.  Example:  Open photos and scroll up to go from most recent to earliest.

• Zoom:  Place two fingers on the screen near each other and either move apart (zoom out) or together (zoom in).  You can also double-tap a photo or website to zoom in and then double-tap again to zoom out.  Example:  Photos.

Searching for apps on the iPad

To get the search icon on your iPad,  swipe down from near the top of the screen.  Make sure and be on a blank part of the screen (and not on an app).  Once you have this Search box, you can search for apps, things stored on your iPad or even the web.  Try it!  

The phones with facial recognition might vary slightly.  On these phones, the following gestures are used:

• Swipe up from the bottom of the screen to return to home screen

• Access control center by swiping down from the top right corner

• Swipe right or left along the bottom to switch between apps

• To see open apps, swipe from the bottom, pause in the center, and then lift your finger.  To browse, swipe right and tap on the app you want

• Press and hold the side button to ask Siri a question

• Double click on the side-button to use Apple Pay, then glance at the home screen to authenticate

• Take a screenshot by clicking the side button and volume up button at the same time

• Emergency services can be summoned by pressing and holding the side button and the volume button until the sliders appear, then select Emergency SOS

• Power off the phone by pressing and holding the side button and the volume button, then select power off.

• Force restart:  Press and release the volume up button, press and release the volume down button.  Then press and hold the side button until the Apple Logo appears.

From the control panel, you can access many commands.  To see the control panel, use your finger and drag it from the bottom of the screen up.  Here are the things that you will be able to adjust from here:

Some of the symbols in control center

• Airplane mode:  Turns off connections like wireless and cellular.

• Cellular:  Cellular data

• Wireless:  Wireless connection

• Bluetooth:  Connect without cables

• Do not disturb:  Will not receive notifications when on

• Mute:  When on, your sounds will not be heard. 

• Orientation lock:  If it is on, the phone will remain in the orientation that it is currently in.  If off, it will change depending on how you move your device.

• Screen brightness:  You can adjust the brightness of the screen by moving the white dot.  A brighter screen uses more battery.

• Screen mirroring:  With an Apple TV, you can project your screen when this is on.  Also, can share screen in Zoom.

• Night shift:  Do you use your device in the late evening?  Keeping on night shift will reduce the glare, improving your ability to fall asleep when your session is over.

• Clock:  This icon provides several services.  You can set a timer, set an alarm clock, set a reminder to go to bed, view a world clock, or use as a stopwatch. 

• Camera:  Quick link to your camera.

Check your Device guide for more information.

• To open a keyboard, you need to be using an app that requires text.  Let us open the “notes” app.

• To create a new note, tap on the box with the pencil.

• A keyboard will appear.  The first letter is always capitalized (dark arrow); it will shift to noncapital after the first letter.  To override, tap again on the arrow (white with black outline). 

• To switch to numbers, tap on the key with the numbers and question mark.

• To speak instead of typing, tap on the microphone.

• To use emoticons, tap on the smiley face.  To return, tap on the ABC tab.

• To format (Title, heading, subtitle, etc.), tap on the Aa icon. 

• To write (with your finger, stylus, or Apple pencil), click on the squiggly line.  You will see a variety of tools (colored marker, highlighter, pencil, ruler, eraser, and color options. To erase all, tap on “erase all” at top of screen.  When done, tap on done. 

• To split keyboard, pull from the middle.  To restore, pull back together.

NOTE:  Different apps will have different options on the keyboard.  For example, in the mail app, there is no squiggly line, but there is a paper clip which allows you to attach a document stored on your iCloud account. 

Apple ID: 

You will need for many apps, App store, iTunes, etc.  Can use existing email or let Apple give you one.  If you have set up your iPhone already, you probably set up an Apple ID.  You can see your Apple ID by going to Settings and looking at the top box.

• Tap on your name in the upper left in settings.  That will take you to all the information regarding your Apple ID, iCloud account, App store and more. 

• NOTE:  You may have used an existing email account for your Apple ID.  But, hopefully, you used a different password.  You can always change your password in this setting by tapping on password and security. 

• You can also use this spot to set up your Apple pay, shipping information, iCloud information and iTunes.  Family sharing can be used if you each have a different Apple ID.  You can then share purchases, photos, etc. 

• All apps, books, movies are remembered in the App store.  If you have multiple devices, much of information can be shared.  You need an Apple ID even if you are getting a free app or book

Passcode:

It is important to have some sort of security associated with your iPhone.  Although newer phones use facial recognition and others use fingerprint technology, all require a passcode initially.

• To set:  Settings> Touch ID and Passcode and set a 4-digit number.  On this screen, you can also add the ability to open with your fingerprint.  Tap “add a fingerprint” and follow directions. You can use up to 10 fingers. 

• You can then choose to use touch ID for unlocking your iPhone, Apple pay, and the iTunes store.  If your fingerprint is not registering, you will have to use your passcode. 

• You can also turn your passcode on or off on this page, change your passcode, or change when the passcode is required. 

Updates and clarifications:

iCloud photos:   If iCloud photos is turned on, then deleting a photo from any device will also delete from iCloud.  To avoid this, you will go to Settings and turn off iCloud photos and Photo stream.  When they are turned off, you can then safely delete the photos on your device.  When you are done, you can turn them back on.  Your pictures will remain on the cloud. This is from Apple Support, so it must be right!  (Settings>AppleID>iCloud>iCloud photos:  Turn off iCloud Photos and also Photo stream.  Turn them on after you have deleted your pictures.)

iCloud drive:  Some confusion on iCloud drive.  This resource explains it a little better.

Recent apps: 

We did say that you can access recent apps by using five fingers and swiping to the right or left.  Here is another method which you may find easier: 

• Press the home button twice in rapid succession

• Scroll by dragging.  Most recent home screen will be the far right

• Dismiss by dragging it upwards

• Can also dismiss by restarting iPhone

Organizing your iPhone:

Organizing your iPhone can be a challenge.  It is nice to learn a few ways to better arrange your desktop. 

• To move apps around, press and hold on an app, then drag

• To create folders, press and hold one app, and drag on top of another. You can then name the folder.

• To delete a folder, press and hold on the folder, drag each app out.  When the final app has been removed, the folder is deleted. 

• To delete an app, press and hold any app to get icons moving.  You can delete any app with an x.  Click on the X, then confirm you are deleting.

• If there is no X on the app, it means that it is an Apple app which cannot be deleted.  Examples include photos, contacts, settings, the app store, safari, and camera).

• Press home button to stop the moving of apps.

iCloud Drive and the Files app

iCloud Drive is included in your iCloud apps.  With iCloud Drive, you can keep files and folders up to date across all of your devices, share files and folders with friends, family, or colleagues, create new files and folders from iCloud-enabled apps, and more. While on your iPhone or iPad, you can access iCloud drive by using the Files app.  You can also access by going to iCloud.com and signing in with your Apple ID and password. 

Need more information?  Here is how to use the Files app on your iPhone or iPad.  This link provides a little more detailed information on iCloud Drive. Finally, an overview of links related to iCloud drive. 

The mail app on the iPhone can accept any number of email accounts.  When set up, you can access your gmail, Hotmail, yahoo and more from one screen.  This is done through settings. 

• Add existing email account:  Settings > Mail, Contacts, Calendars, > Add Account

• Choose your email provider (Google, Yahoo, AOL, etc.)

• You will need to enter your email address and password.

• Your email(s) will now be seen in the Mail app

• NOTE:  When you set up a mail account, it asks whether you want to sync your mail, contacts, calendars and/or notes to this iPhone.  You can enable or disable any of the options.  

• NOTE:  You can also choose to get a specific app (like Gmail) which will make your email look more like it does on the website but will not offer the option of including several different types of email.

• Example:  When enabled, you can then not only see your Gmail in the Mail app, but you will also see your Gmail calendars on the Apple Calendar app, your Gmail contacts in the Contact app, and your Gmail notes in the notes app. 

Rules for Apple Mail:  There is a way to create rules for your email in the Apple Mail app on your Mac computer.  To do so, open Mail and select Preferences>Rules.  Select add rule.  A box will pop up with fields you can enter such as description (name of rule), conditions (from, contains) and action (move, etc.) .  Rules applied in the mail app will be available to your other Mac computers that have iCloud Drive Durned on and Mail selected in iCloud Drive options.  

Apps are a big part of the iPhone experience.  We mentioned some apps previously. But here is some general information on apps you might see on the phone.

Mail, Contacts, Calendar and Notes:  There is a default app for each of these.  If you have additional accounts (gmail, Hotmail, outlook), you can add these accounts to this app by going to Settings>Mail>Accounts>Add account.  After creating the new account, you can choose whether to include Mail, Contacts, Calendar and/or Notes.  If you enable, you will then see your email for that account on Mail, the calendar events for that account on the default Calendars, the Contacts from that account in the default Contacts and the Notes from that account in the default Notes.  You can easily select and deselect these options.  Doing so will not delete the apps.

• Wall is fastest way, and allows use during charging

• USB for synching and file transfers.  Some computers will charge during this, others will not.  Remove plug from laptop after it is done, as leaving in may drain iPhone battery

• Clean with soft, slightly damp, lint free cloth. NO window cleaners, solvents, alcohol or abrasives.  Do not spray with liquid, dampen cleaning cloth

Good luck with your iPhone/iPad!  Use the resources below to help you get better acquainted.  

Apple support pages:

https://support.apple.com/guide/ipad

https://support.apple.com/guide/iphone