Set Up a FREE Notion Account | Tutorial for Assisted Living Investors

assisted living business tools free notion account notion for business notion plans comparison notion pricing tiers notion setup guide organizing with notion Dec 31, 2024

Running an assisted living business can be complex. You’re juggling everything from managing staff to ensuring that residents are well cared for. If the day-to-day responsibilities ever feel overwhelming, you’re not alone! Many assisted living owners and managers find that organization is key to making it all work smoothly. Enter Notion—a free, flexible tool that can help you streamline operations and make managing tasks a lot easier. Here’s how to set up your free Notion account and get started!

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What is Notion?

Notion is an all-in-one platform designed to help you organize tasks, track projects, store important documents, and even collaborate with your team. Think of it as a customizable digital workspace that adapts to your needs. Whether you’re planning daily schedules or developing long-term strategies, Notion has the tools to help your assisted living business thrive.

Step-by-Step Guide to Setting Up a Notion Account

1. Visit the Notion Website

To start, open your browser and go to Notion.so. Notion uses the “.so” domain, so be sure to type it correctly! Notion’s main website is easy to navigate, and it has plenty of resources to help you get started.

2. Sign Up for a Free Account

Once you’re on the website, click the “Try Notion Free” button. You can sign up using your Google or Apple accounts for a quick start, or create a new account with your email. After entering your email, you’ll receive a verification code to complete the process. Once verified, you’re in and ready to explore!

3. Explore the Free Plan

The free plan comes loaded with features that are perfect for beginners. It allows you to create and organize your workspace and share it with up to five people—ideal if you want to collaborate with key members of your team. Plus, Notion syncs in real time across all your devices, so you can check updates from anywhere. For those new to the assisted living field, the free plan offers everything you need to get started without any upfront cost.

Notion's Pricing Tiers: Choosing the Right Plan for Your Needs

Notion offers several pricing options, so you can decide what works best as your business grows. Here’s a quick rundown:

Personal Plan (Free): This is a great starter plan, especially for individual use or small teams. It offers essential tools to help you organize tasks, set reminders, and create a solid foundation for managing your business.
Personal Pro Plan: If you need to store larger files or want unlimited guests in your workspace, this plan might be for you. It also has a version history feature, which is useful if you’re drafting important documents like business plans.
Team Plan: Built for bigger teams, this plan includes shared permissions and administrative controls. It’s useful as your business grows, especially if you need more control over team access and permissions.
Enterprise Plan: Geared toward larger organizations, the Enterprise Plan includes advanced security and admin controls, ideal for companies that require high levels of data security and team management.

For most assisted living businesses just starting out, the free or Personal Pro plan should be more than enough. If your facility grows and you need advanced features, you can always upgrade later.

Final Thoughts

Setting up a Notion account is a quick and easy way to bring more organization to your assisted living business. Whether you’re managing everyday tasks, planning future projects, or collaborating with your team, Notion offers a powerful set of tools that you can customize to fit your needs. Give it a try, and see how it can transform the way you run your business!

Download our Business Plan Checklist to ensure you have a comprehensive plan in place to help you launch your assisted living business. Additionally, apply to our Assisted Living Investing Mastermind program to learn more about building a business plan, finding the property, securing funding, obtaining a license, and scaling your business.

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