Open this page any time after the site is handed over. Each card covers one task: what a visitor sees on the page, the exact steps inside Admin, and which tasks can be handed to the site's AI assistant by pasting one prompt. Everything here matches what this home health site actually does; anything it cannot do is stated as such.
The same card can be done in Admin and by the AI. Use the chips to see one path.
Admin
Where to sign in and manage the site
Where is the page for managing the site, and which account signs in?
What the "AI assistant" refers to (Powered by Codex or Claude Code)
Where does the site skill get installed, and can the site still be changed if Codex and Claude Code are not downloaded?
How to install Codex and Claude Code
How are Codex and Claude Code downloaded and installed on a Mac, and on Windows?
Installing, configuring permissions, and invoking the site AI skill (Visual guide)
How does this site's skill get installed into Codex or Claude Code, and how is it updated later?
Admin
How to generate and manage AI access keys in Admin (Credential security)
Where is the AI access code created, and how is it copied?
Admin
How to change the Admin login password and email
Where do the email address and password used to sign in to Admin get changed?
AI
English, Traditional Chinese, and Spanish: Does editing one affect the others?
Are the three languages three websites? Does changing one language change the others?
How visitors switch between English, Traditional Chinese, and Spanish
Where does a visitor switch language, and what happens?
What can be changed independently vs what needs technical customization
Which parts can be changed without a developer? Which parts cannot, and what this site does not have at all?
Which pages come with the site, and which ones can be turned off?
Which pages does this site have, and which ones can be switched off?
Admin AI
How to enable or disable the Blog section
Where is the switch? What does a visitor see after it is switched off? Is the existing content deleted?
Admin AI
How saving drafts, private previews, publishing, and unpublishing work
What do draft, preview, publish, and take down each mean? Which changes go live the moment they are saved?
Admin
Why the private preview link cannot be sent directly to families or applicants
Can a preview link be forwarded to a family or an applicant?
Admin
Clicked Publish but the site still shows old content: How to fix it
Publish was clicked, but the public page still shows the old content. What gets checked, in what order?
Admin AI
Editing manually in Admin vs using the AI assistant: Differences and best use
Do edits made in Admin and edits made by the AI end up in the same place? What can only a person do?
Admin AI
How to change the public email, contact lines, and address
The public email, labeled phone lines, and office address: where are they changed, and when do they take effect?
Admin AI
How to update the website Logo, browser tab Favicon, and mobile app icon
How do the logo, the small icon in the browser tab, and the icon used when the site is saved to a phone home screen get changed?
Admin AI
How to add, change, or reorder social profile links
How are social profile links added, changed, reordered, or removed?
Admin AI
How to change the top menu and the header contact button
The header menu and the button on the right of the header: where are they changed?
Admin AI
How to change the footer tagline, quick links, and legal line
The tagline, quick links, privacy links, and the small line at the bottom: where are they changed?
Admin AI
Uploading photos and videos: Supported formats and size limits
How are photos and videos uploaded? Which formats work, and what are the size limits per file and for the whole site?
Admin AI
How to change image description text (Alt)
Where is image description text changed, and which places follow that change?
Admin AI
How to write and publish a new blog article
From writing an article to a visitor being able to read it, what are the steps?
Admin AI
How one article covers English, Traditional Chinese, and Spanish
Does each language need its own article, or are all three filled on the same entry?
Admin AI
Blog article fields: Cover, summary, body, category, and SEO
Cover image, summary, body, category, and the title and description in search results: where is each one changed?
Admin
Where to view Contact form messages
Messages from the Contact page: where are they read?
Admin
Where to view Join Our Team applications
Applications from Join Our Team: where are they read, and is a resume attached?
Admin AI
How to change the staff inbox that receives form notifications
Which address gets notified when a Contact Inquiry or Job Application arrives, and where is it changed?
Admin only Admin
How to mark a Contact Inquiry or Job Application as New, Contacted, or Closed
Follow-up Status can only be changed by a person in Admin. Where is it?
Admin AI
How to change an article category, and whether the web address changes
How is an article moved to a different category? Does the public address change?
Admin AI
How to take down an article while keeping the content
How does an article stop being visible to visitors while the content stays?
Admin AI
How to change an article web address (Slug)
How is the last segment of an article address changed, and does the old address still open?
Admin AI
How to change a category display name and sort order
How are the visible name and order of a category changed? Why can the slug not be changed?
Admin AI
How to create a new article category
How is a new category created? What do Slug, Name, and Sort Order each control?
Admin AI
How to choose which articles appear on Home
Which articles appear on Home, and where is that list set? What happens if the Blog page is switched off?
Admin AI
How to change the heading and introduction on the article list page
The heading, buttons, and introduction at the top of the article list: where are they changed?
Admin AI
How to upload a patient brochure PDF (Documents)
Where are downloadable PDFs stored, what format is allowed, and how does a brochure reach Patient Resources?
Admin AI
How to change Patient Resources: steps, insurance tabs, FAQs, and brochures
What to Expect, Insurance & Eligibility, FAQs, and Brochures: where is each block changed?
Admin AI
How to change the Services page: professional services, HHS vs IHSS, and specialty programs
Professional Services, the HHS vs IHSS comparison, Specialty Programs, and service area: where are they changed?
Admin AI
How to add or remove Career Positions on Join Our Team
Where are openings added and removed, and what does a Job Application store from that list?
Admin AI
How to change Home: hero, services, coverage, patient stories, and featured articles
The top block, core services, chronic conditions, coverage, patient stories, featured articles, and the bottom call to action: where is each changed?
Admin AI
How to change the About page: mission, leadership, and credentials
Mission, leadership, and credentials: where are they changed?
Admin AI
How to change the Contact page copy, map embed, and success message
The heading, map embed, form labels, and the message after a successful submission: where are they changed? Can form fields be added?
Admin AI
Patient stories on Home are not a Reviews collection
Where is a patient, family, or physician quote added? Is there a reviews page?
Admin only Admin
Storage is full: How to free space, and whether deleted files can be restored
After pictures, videos, and PDFs fill 1 GB, how is space freed? Can a deleted file be restored?
Admin AI
How to set each page title, description, and share image for search and social
The title and description in search results, and the image used when sharing a page: where are they filled? Does filling them guarantee ranking?
Admin
What visitor analytics can be viewed in Admin
Which figures appear on the Admin home screen, and can the AI assistant read them?
Does opening private preview repeatedly inflate website visitor traffic?
Does opening the private preview over and over inflate the traffic figures?
Admin AI
Editing Privacy Policy and Terms of Service (Compliance responsibility)
Where do the privacy policy and terms of service get edited, and who is responsible for whether the wording is correct?
Admin
How to view edit history and restore a previous version (Undo mistakes)
When an entry gets changed wrongly, how does one see who changed it and go back to the previous version?
Admin
How to create an independent Admin account for staff
Where is a new Admin login created, and which fields get filled before Save?
AI
How to give clear instructions to the AI assistant
What does a prompt need to spell out, and when should it ask for a draft rather than a change that goes live on save?
Admin
Why the AI assistant cannot view private previews (Human review required)
The AI saved a draft. Who checks it?
What the AI assistant cannot do
Which tasks can the AI assistant not do, so a person has to?
Admin
Can the website still be managed without a Claude or Codex subscription?
Can the site still be changed without an AI tool subscription?
Not included in the setup fee
Setting up the AI assistant on a second computer: Is it included in the setup fee?
Does the setup fee cover using the AI assistant on a second computer?