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Shelf · 30 articles

Using the app.

Walkthroughs for Quick Observe, the Coverage Map, Council Report, and Suggested Activities inside Willowfolio.

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Pillar guide · 9 min read

Using Willowfolio: your help centre

The help centre front door. If you are logged in and stuck, start here to find the guide that answers your question.

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~ a field guide, not a brief

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30 articles

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  1. 01

    How to set up two-factor authentication and Google sign-in in Willowfolio

    A step-by-step guide to turning on two-factor authentication, saving your recovery codes, and connecting Google as a second way to sign in to Willowfolio.

    5 min · read

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  2. 02

    How Willowfolio writes your council report

    The app drafts a narrative from your activity logs and Montessori observations, maps them to National Curriculum subjects via the crosswalk, and hands you an editable draft. You review, rewrite, and finalise before anything leaves your hands.

    6 min · read

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  3. 03

    How to use the schedule for home education

    The schedule in Willowfolio is a soft frame for your week, not a school timetable. Here is how to set up classes, trips, home sessions, recurring events and your family's own term dates.

    6 min · read

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  4. 04

    What happens if we remove your home ed family

    Two ways a family can be removed, what each one does, and how to get records back. Calm, honest, no small print.

    5 min · read

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  5. 05

    Budget tracking: what counts as a home education expense

    A plain guide to what most home-educating families actually track, why HMRC will not give you a tax break, and how to log spending in Willowfolio.

    8 min · read

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  6. 06

    Using activity suggestions in Willowfolio

    How the Suggestions tab works, how ideas are chosen for your family, and why closing the tab is a perfectly valid response.

    6 min · read

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  7. 07

    Adding a child in Willowfolio: what's a 'developmental plane' and why is the app asking?

    The developmental plane field is a Montessori age-band. Plane 1 is 0 to 6, Plane 2 is 6 to 12, Plane 3 is 12 to 18, Plane 4 is 18 to 24. If you are unsure, leave it blank and add it later.

    4 min · read

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  8. 08

    Reading the curriculum heatmap in Willowfolio without feeling judged by it

    The heatmap shows where your logged activities map onto the UK National Curriculum, for your own reference and for LA correspondence. It is not a grading tool; empty squares are invitations, not verdicts.

    5 min · read

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  9. 09

    Your home page, what the colours mean

    The colours on your home page are prompts, not verdicts. Here is what each one means and why none of them say you are failing.

    6 min · read

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  10. 10

    Keeping your data safe in Willowfolio

    How to download, export and delete your data in Willowfolio, plus your GDPR rights in plain English.

    7 min · read

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  11. 11

    Giving feedback, and what public by default means

    Your feedback is shared on a public board by default so other families can upvote it. You can keep any piece private with one tick.

    5 min · read

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  12. 12

    For Local Authority reviewers: how to read a Montessori home-education report

    A professional orientation for LA officers who have received a home-education report from a family using the Montessori method. What the method is, how the report maps to the National Curriculum, what the evidence base looks like, and what the suitable-education test requires.

    10 min · read

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  13. 13

    Your first week in Willowfolio: what to do, what to skip

    A gentle week-shape for your first seven days of home education with Willowfolio. Not a daily checklist, just a soft rhythm you can follow or ignore.

    6 min · read

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  14. 14

    Montessori reading list for UK home education

    The books worth reading, in the right order, with honest notes on what to skip.

    9 min · read

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  15. 15

    Using Willowfolio on your phone

    Most of Willowfolio works on a phone. Quick Observe, log activity, add a book and browse Suggestions are all designed for one-handed use.

    6 min · read

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  16. 16

    Free home education printables and templates for UK families

    Free downloadable templates for UK home-educating families, from deregistration letters to observation sheets, sample sequences and sensitive-periods charts.

    8 min · read

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  17. 17

    I deleted something by mistake in my home education app

    What to do if you accidentally deleted an activity, a child or something else in Willowfolio. Most things can be restored from backup.

    6 min · read

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  18. 18

    Logging your first activity in Willowfolio: what the fields actually mean

    A walk through the log-activity form. What each field is for, which ones you can skip and when to log (retrospectively is fine).

    4 min · read

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  19. 19

    Montessori materials shelf in Willowfolio: tracking what is out, stored and retired

    How to manage your Montessori materials in Willowfolio, rotate your shelf over time, link materials to activity logs and track the Five Great Lessons.

    7 min · read

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  20. 20

    A Montessori home-education day in the UK: three real families, hour by hour

    Three real UK families, three different shapes of day: a single mum with a pre-schooler, a two-job household with a 5- and 8-year-old, and a mum of three including a baby. Hour by hour, interruptions included.

    14 min · read

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  21. 21

    Picking up the getting-started checklist where you left off

    Started the getting-started checklist but got interrupted? Nothing is lost. Here is how to carry on.

    4 min · read

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  22. 22

    Home education portfolio: do I need one?

    You do not legally need a portfolio for UK home education. If you choose to keep one, here is what actually goes in it and how to build it without extra work.

    6 min · read

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  23. 23

    Reading log: building a family reading record

    Everything counts. Read-alouds, audio books, comics, half-finished books and picture books all belong in your reading log.

    7 min · read

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  24. 24

    Settings, themes and making home ed feel like yours

    How to change your theme, dark mode, email preferences and activity logging mode in Willowfolio.

    6 min · read

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  25. 25

    Setting up Willowfolio for the first time: a 15-minute walkthrough

    A calm step-by-step for your first session. Sign up, add a child, log a first activity, then close the app for the rest of the day.

    3 min · read

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  26. 26

    Browse Montessori materials by plane in Willowfolio

    How the curated Montessori material library works, what each card tells you, and why adding something to 'stored' is a perfectly good outcome.

    6 min · read

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  27. 27

    Switching your home education approach

    Willowfolio does not mind which method you use. Your records stay intact when you change direction.

    5 min · read

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  28. 28

    When to contact Willowfolio vs Education Otherwise

    A quick triage: email Willowfolio for app and general questions, contact Education Otherwise for legal advice, and use dedicated crisis lines for safeguarding or mental health.

    6 min · read

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  29. 29

    Writing a council report in Willowfolio: draft, review, finalise

    Willowfolio generates a draft report from your logged activities. You review and edit it. You finalise and export a PDF. Thirty minutes if the journal is kept, a bit longer if not.

    4 min · read

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  30. 30

    Who can see my home education data in Willowfolio?

    A plain answer to who can and cannot see your family's records in Willowfolio, and how tenant isolation keeps your data private.

    6 min · read

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Wrong shelf?

Try another.

Or browse all topics from the guides home.

  • Shelf

    Montessori at home

    Method, materials, home application.

    Open
  • Shelf

    UK home education law

    Law, councils, your rights.

    Open
  • Shelf

    Home education realities

    Transitions, family, the long view.

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