elderly woman looking at smartphone setup for seniors

Smartphone Setup for Seniors: Complete Step-by-Step Guide

By Tiffany Curtis

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Published

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Time to read 15 min

Helping an older loved one set up a smartphone can feel a little like teaching someone to ride a bike — equal parts exciting and nerve-wracking, with a few wobbles along the way. As more seniors continue to use smartphones, it’s important that their devices help them feel connected in ways that are convenient for them. According to a 2021 survey from the Pew Research Center, 61% of people 65 and older, were using smartphones — proof that more seniors are going digital. Maybe you’ve watched your mom squint at tiny icons or your dad swipe the wrong way during a video call. You want them to feel connected and confident, not frustrated or left out.

That’s where an easy smartphone setup for seniors makes all the difference. With a few thoughtful steps, you can turn any phone into something that feels simple, familiar, and comfortable to use. This guide will walk you and your loved one through each part of the process — from choosing the right phone and adjusting accessibility settings to adding emergency contacts and favorite family apps.

And if small screens ever start to feel like too much, there are gentle ways to stay connected beyond the phone. TV-based options like JubileeTV can make video calling and family chats feel as natural as sitting together in the living room.

Preparing for Senior Smartphone Setup

Two simple senior smartphones side-by-side
Choose a smartphone that feels easy to see, hold, and hear.

Before you even turn the phone on, you’ll want to prepare for a smooth setup experience. Think of this as a team effort — one that helps your loved one feel empowered, not overwhelmed.

Choose a phone that feels comfortable, not complicated

The best phone for a senior isn’t necessarily the newest or the most advanced. It’s the one that feels good to hold and easy to see. Larger screens make reading texts and dialing numbers easier, while clear speakers help with calls.

If your family already uses iPhones, an iPhone SE or iPhone 15 can make things simpler since everyone’s familiar with the system. If your household prefers Android, a Samsung Galaxy A-series or Google Pixel 7a is a great choice — reliable, more affordable, and user-friendly.

Add accessories that make life easier

A few small additions can make a big difference in comfort and safety:

  • A grippy case that won’t slip from their hands

  • A screen protector to prevent cracks and smudges

  • A stylus pen if tapping small icons is tricky

  • A wireless charger so they can simply set the phone down to charge

These touches help the phone feel more personal — and less likely to break or confuse your loved ones.

Pick the right phone plan

Look for phone carriers with reliable local coverage and straightforward billing. Some even offer senior-friendly plans with built-in spam blocking or easy voicemail options. If your loved one doesn’t use a lot of data, a basic LTE plan might be more than enough.

Gather what you’ll need ahead of time

Before setup day, have a little checklist ready:

Wi-Fi password

Contact list (names, numbers, and photos)

Email addresses and passwords

Medical or emergency information

A favorite photo or wallpaper

This helps you breeze through setup without stopping to hunt for passwords or phone numbers.

A checklist of items to have ready when setting up an elderly loved one

Set realistic expectations

If this is your parent or grandparent’s first smartphone, remember — it’s a new experience, with new terms and skills to learn. Keep the first session short, focus on calling and texting, and celebrate small wins.

Encourage them to practice for a few minutes each day. Regular, low-stress repetition is what builds real comfort and confidence over time.

Tip: Make setup day fun — share coffee, sit together at the kitchen table, and take breaks when needed. The goal is connection, not perfection.

If you’re looking to simplify TV for an aging loved one, you may also want to read:

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The Guide to TV Video Calling for Seniors

Initial Device Setup and Configuration

Once the phone is unboxed and everyone’s ready, take a deep breath and move slowly through each step. Don’t rush. Make sure your loved one feels comfortable and involved in the process.

Power on and choose language settings

Start by turning the phone on and selecting the language and region. Read the options out loud together so your loved one feels included. Then connect to Wi-Fi so the phone can start updating in the background while you continue.

A new smartphone on language selection screen
Start by choosing a language and connecting to Wi-Fi.

Create or sign in to an account

Whether it’s an Apple ID for iPhones or a Google Account for Androids, this step unlocks all the phone’s features — from saving contacts to downloading apps.
If remembering multiple passwords feels like too much, set up a family-shared email or write logins down in a notebook that stays in a safe place.

Connect to Wi-Fi and make it secure

Check that Wi-Fi connects automatically at home. Turn on automatic software updates so security and apps stay current without extra work. If you use a password manager like Google Passwords or iCloud Keychain, turn it on now to save future logins.

Add a personal touch

Once the basics are set, have some fun. Choose a favorite family photo for the wallpaper, pick a ringtone that’s easy to recognize, and increase the text size to make everything easier to read.
Small touches like these make the phone feel familiar — less like a gadget and more like something that belongs to them.

A senior smartphone with colorful wallpaper

Review privacy and safety settings

Make sure important safety tools are turned on:

  • Enable fingerprint or face unlock for quick access

  • Turn on “Find My iPhone” or “Find My Device” in case the phone gets lost

  • Set up automatic backups to iCloud or Google Drive

These features protect both privacy and peace of mind. Knowing there’s a safety net helps seniors feel more confident using their phone on their own.

Keep the mood light

If something doesn’t work right away, laugh it off and try again. It’s a process. Celebrating each successful step, even something as small as connecting to Wi-Fi or changing the wallpaper, is a big deal.

Tip: End your setup session with a simple praise, point out what went well.

Accessibility Features Configuration

Every smartphone has powerful accessibility tools built in, but many families simply don’t know they’re there. These settings can make the phone easier to see, hear, and use without changing how it feels to interact with it. Think of this step as fine-tuning the phone so it truly fits your loved one’s needs, like adjusting the seat in a car before a long drive.

Making the screen easier to see

Start with the display. A few small adjustments can make a world of difference:

  • Increase the font size so texts and menus are easier to read

  • Turn on bold text and high contrast mode to make letters stand out

  • Try “dark mode” if bright screens cause eye strain

  • Enable “Zoom” or “Magnifier” so they can enlarge photos or menus with a quick tap

Take a few minutes to explore these options together, letting your loved one decide what feels best for their eyes.

Supporting hearing comfort and clarity

If your loved one uses hearing aids or has trouble with volume, the phone can adjust for that too.

  • Turn on hearing aid compatibility in the accessibility menu

  • Activate flash alerts or on-screen notifications for calls and texts

  • Try “mono audio,” which combines left and right sound into one channel

  • Enable live captions for videos and video calls

These small tweaks reduce frustration and make communication smoother, especially for calls with family or video chats with grandkids.

Helping with touch and movement

For anyone who finds touchscreens tricky or has unsteady hands, the phone can be set up to respond more gently.

  • Adjust touch sensitivity or delay double taps

  • Add a floating “Assistive Menu” (called AssistiveTouch on iPhones) so they can access key buttons without pressing hard

  • Customize side buttons to perform simple tasks, like answering a call or opening the camera

This gives them flexibility and takes away the fear of “doing something wrong.”

Simplifying navigation and focus

For seniors who feel overwhelmed by too many options, simplify the screen.

  • Use “Easy Mode” (on many Androids) or a simple home launcher

  • Set up “Guided Access” on iPhones to lock the screen to one app when needed

  • Reduce notifications to avoid distractions or confusion

This keeps the phone peaceful and easy to navigate, turning it from a maze of icons into a calm, familiar space.

Using voice to stay hands-free

Voice assistants like Siri or Google Assistant are wonderful for seniors who prefer to speak instead of type. Try out simple commands like:

  • “Hey Siri, call David.”

  • “Okay Google, send a text to Lisa.”

  • “Hey Siri, what’s the weather today?”

It can take a few tries, but once they get the hang of it, voice control becomes one of the most empowering features. And if small screens ever start to feel like too much, families can connect these same assistants with larger communication systems. Platforms like JubileeTV make it possible to answer video calls or send messages right from the TV. All with no tiny buttons required!

Contact Management and Emergency Setup

Now that the phone feels comfortable to use, it’s time to make sure it connects easily to the people who matter most — and that help is always close if it’s ever needed. Setting up contacts and emergency features isn’t just about the device; it’s about peace of mind for everyone.

Add and organize contacts

Start by adding close family and friends to the contact list. Include clear names like “Daughter – Lisa” or “Neighbor – Mike,” and add photos where you can. A friendly face next to each name makes it easier to spot who’s calling or texting.

It can also help to mark a few people as “Favorites” so they appear at the top of the call screen. If your loved one mostly calls a small circle of family, you can even move those contacts to the home screen for one-tap calling.

Set up emergency contacts and medical information

Both iPhones and Android phones have built-in safety features that can be lifesaving in an emergency.

  • On iPhone: open the Health app, tap your profile, and fill out “Medical ID.”

  • On Android: open Settings, then Safety & Emergency > Emergency Contacts.

Add a few trusted family members, along with any allergies, medications, or medical conditions. Make sure “Show When Locked” is turned on so responders can see this info even if the phone is locked.

Holding a phone with elderly mom

Turn on family sharing or remote support

For adult children or caregivers, setting up a way to help from afar can make things easier later on.

  • iPhone users can enable “Family Sharing” to share apps, calendars, and even their location.

  • Android users can use “Google Family Link” to view app usage, help with settings, or share reminders.

This doesn’t take away anyone’s independence, it just adds a safety net for quick support if something goes wrong.

Connect to emergency services

Make sure your loved one knows how to use the phone’s emergency shortcut.

  • On most iPhones: press the power button five times to activate Emergency SOS.

  • On Androids: press and hold the power and volume buttons together.

You can also turn on automatic location sharing so emergency responders can find them faster. Practice this step together a few times, so it feels natural but not frightening.

Have a backup communication plan

Even with the best setup, there will be days when a smartphone feels like too much — the screen’s too small, the buttons are too fiddly, or the seniors in your life just don’t want to be on the phone. That’s when it helps to have another option.

TV-based systems like JubileeTV let seniors connect with family using a familiar screen and a simple remote. Calls come through clearly, faces are easy to see, and there’s no need to scroll or tap. It’s a comforting backup that keeps connection possible even when phones aren’t.

Senior-Friendly App Selection and organization

According to AARP, More seniors are turning to technology to help make their daily lives easier, and using apps for health-tracking, food delivery, and more. So, you’ll want to be sure to set up your loved one’s smartphone with essential and easy-to-use apps. 

And don’t forget streaming or gaming apps. Once the phone is set up and ready to go, the next step is helping your loved one fill it with essential and easy-to-use apps.The goal is to make the phone feel calm and familiar, like a tidy kitchen counter where everything has its place.

Choose essential apps

There are thousands of apps out there, but seniors usually only need a few that help them stay connected, informed, and entertained. Try starting with:

Communication: Phone, Messages, FaceTime, Zoom, WhatsApp
Health & Safety: Apple Health, Google Fit, Medisafe, or a medication reminder app Daily Tools: Weather, Calendar, Maps, Clock, Notes
Enjoyment: Spotify, YouTube, or Kindle for reading and music

These are the kinds of apps that bring a little joy or ease to everyday life.

Keep the home screen simple

After installing the essentials, arrange the apps so everything important is front and center.

  • Place calling and texting apps on the bottom dock for easy reach

  • Group similar apps into folders like “Family,” “Health,” or “Favorites”

  • Limit the home screen to one or two pages

  • Remove unused or duplicate apps to cut down on visual noise

A simple home screen helps your loved one feel in control and prevents frustration when they’re trying to find something quickly.

Set up communication apps first

Start by opening the main calling and video chat apps together. Make a test call so they can see and hear how it works, then show how to hang up, adjust the volume, and switch between camera views. Doing this side by side builds confidence, and gives them a safe space to practice before calling others.

Tip: Add family members’ faces to favorite contacts or quick-dial buttons so they can call with one tap.

Remove distractions and extra steps

Many phones come with preloaded apps that most people never use. It’s okay to delete or hide anything that isn’t relevant. This helps keep focus on the apps that help your family stay connected.

You can also turn off notifications from games or social media if they become overwhelming. The fewer pop-ups, the better.

Make room for connection beyond the phone

Even the best smartphone setup has limits. Small screens can strain the eyes, and long calls can be uncomfortable to hold. That’s why some families use larger communication systems as an alternative when needed.

Platforms like JubileeTV bring the same video calling experience to the TV — letting seniors see loved ones clearly on a big screen, with one simple click of a remote. It’s not a replacement for the phone, but a gentle backup for those moments when small devices become tiring.

Ongoing Support and Troubleshooting

Once the phone is all set up, the real success comes from keeping your loved one confident using it. Smartphones change over time, including updates, new icons, and new sounds that can feel unsettling if you’re not used to it. This section is all about helping your family keep things running smoothly and feeling simple long after setup day.

Keep communication open and encouraging

Technology can be frustrating for anyone, but patience and humor go a long way. Check in now and then — not just to fix problems, but to share wins. Maybe your mom finally figured out how to share photos on her own, or your dad discovered how to send a voice note. Those moments build confidence.

If something goes wrong, remind them that every user, no matter their age, hits the wrong button sometimes. Some progress is better than none.

Simple fixes for common issues

You don’t need to be a tech wiz to handle most phone hiccups. A few small adjustments can solve common problems and help your loved one feel more confident troubleshooting on their own.

  • If they can’t hear a caller: Check that the volume is turned up, and make sure the speaker or hearing aid connection is on.

  • If the screen looks too dim: Turn off auto-brightness or manually slide the brightness bar up.

  • If the phone isn’t charging: Try a different charging cable, wall outlet, or wireless charger.

  • If apps seem to have disappeared: Swipe down on the home screen and use the search bar to find them again.

  • If there are too many pop-ups or alerts: Go to Settings → Notifications and turn off anything unnecessary.

Most of these fixes take less than a minute and can prevent a lot of frustration. Encouraging your loved one to try one or two steps before calling for help can build their sense of independence.

Encourage a quick “tech check” every month or so:

  • Install software updates

  • Delete old photos or unused apps

  • Check battery health

  • Make sure backups are running

You can even set a calendar reminder for a shared “tech day,” where you talk, catch up, and do quick updates together over coffee.

Support from a distance

Sometimes, family members live too far away to help in person. Tools like Apple’s Screen Sharing (built into FaceTime) or Google’s Family Link make it easy to guide a loved one remotely — so they can see your screen or you can see theirs while walking through a problem.

For small issues, a short video chat works wonders. The key is to keep support moments kind and brief. It’s normal for there to be some frustration, but don’t forget to celebrate the progress that’s made.

Knowing when to simplify again

There might come a time when the phone starts to feel like more work than joy. That’s when it helps to remember: connection doesn’t have to depend on a smartphone.

Large-screen communication systems like JubileeTV make it possible to stay close without needing to handle tiny icons or complicated apps. Calls appear right on the TV, and loved ones can join with one press of a button — no scrolling, no typing, no stress.

It’s not replacing independence; it’s protecting it. Having an option that’s easy and familiar means your family can keep sharing moments, stories, and smiles — even if the smartphone takes a back seat.

Familiar Technology Enhances Connection

Setting up a smartphone for an older loved one is about both technology and connection. When you take the time to adjust the font size, add favorite contacts, or teach them how to make a video call, you’re giving them something bigger than convenience. You’re giving them independence, confidence, and a new way to stay close to the people they love.

Smartphones can open doors for seniors — letting them see grandkids grow, join family group texts, or share in everyday moments. But even with the best setup, screens can still feel small or hard to manage over time. That’s where having a backup option, like JubileeTV, makes staying connected effortless again.

JubileeTV brings family calls and messages to the living room. With one click of a remote, your loved one can see your face clearly, hear every word, and feel part of the moment again, from the comfort of their own home. According to research from AARP, 75% of adults 50 and older want to remain in their homes long term. Adding another way to communicate beyond smartphones may help your loved ones feel safer and more tapped in from home.. It’s not replacing the smartphone experience; it’s expanding it, making connection feel simple, natural, and comfortable.

If your family has been thinking about ways to make communication easier, it might be time to explore what else is possible.

Take the Quiz to see if JubileeTV is a good fit for your loved one’s needs. Or explore plans to learn how easy it can be to bring connection to your TV screen.

Because the best technology should help keep us close.

Author - Tiffany Curtis

JubileeTV Author - Tiffany Curtis

About the Author

Tiffany Lashai Curtis is a former lead writer for the Core Personal Finance team at NerdWallet. She was previously the health writer for Livestrong.com and a freelance writer for publications like Refinery29, Business Insider and MTV News, where she focused on issues that affect marginalized communities. As a wellness facilitator, she has led conversations for organizations like Planned Parenthood and Harvard University. She is based in Philadelphia.

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