Getting Started

CARL in 5 Minutes: The Essential Tour

Read this before you create your first lesson. This quick guide shows you the features that make CARL different from other lesson planners.

5 min read 12 sections Full Guide
1

The Editor at a Glance

When you open a lesson, here's what you're looking at:

CARL Editor Overview

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#What It IsWhat It Does
1Top ToolbarSave, undo/redo, publish, and access CARL-Assist
2Left SidebarAccess panels for Lesson Info, Blocks, Uploads, and Customize
3Main ContentYour lesson — click anywhere to edit
4Component TabsSwitch between your unit plan, activities, and resources
5Status BarSee save status, page count, and zoom controls
2

Setting Up Your Curriculum

Do this once before your first lesson. Setting your default curriculum means every lesson you create is automatically aligned to your province's standards — no manual selecting required each time.

Step 1: Open Settings

Click your profile icon in the top-right corner of the dashboard, select Settings, then click the Curriculum tab in the left sidebar.

Profile icon and Settings button on the CARL dashboard

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Steps 2 & 3: Choose Your Province & Framework

Select your province, then choose the specific curriculum framework you teach to. CARL will use this as the default alignment for every new lesson.

Curriculum settings showing provincial framework dropdown and custom upload

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#SettingWhat to Do
1Provincial Framework DropdownSelect BC, Alberta, or Ontario. Alberta teachers will see two options (2005 and 2025) — check which version your school is currently using.
2Custom Curriculum UploadHave a custom scope and sequence, district framework, or school-specific doc? Upload it here and CARL will reference it alongside the provincial alignment.
Alberta teachers: We're working on combining the 2005 and 2025 curricula into one unified option. Please bear with us in the meantime!

Step 4: Save Your Settings

Hit Save and you're done. Every lesson you create from here on will automatically align to your chosen curriculum.

3

Meet CARL-Assist: Your AI Co-Pilot

Click the star icon in the top-right corner of the editor to open CARL-Assist — your AI-powered teaching assistant.

CARL-Assist Panel

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#ToolWhen to Use It
1Review with CarlGet AI feedback on alignment, clarity, and completeness before publishing
2Ask CarlQuick questions or small edits — e.g. "Make this more engaging for kinesthetic learners"
3Section EditorUse AI to edit and improve specific sections of your lesson
Pro Tip: Use "Review with Carl" before you publish — it catches alignment gaps and missing pieces you might miss.
4

Components & Resources Tab

Click the blocks/grid icon in the left sidebar. This is your content insertion hub.

Pro Tip: Components and resources generate based on your lesson content. Finalize your unit or lesson plan content before adding components for the best results.
Components and Resources Tab

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#ButtonWhat It Does
1Browse ComponentsOpens the activity and worksheet browser to add ready-made content
2Browse Teaching ResourcesAccess teaching enhancements and ELL support materials
3Insert Logo HeaderAdd your school's branding to the lesson
5

Browse Components & Activity Preview

Click Browse Components to find and add worksheets and activities to your lesson.

Note: Make sure your unit or lesson content is finalized before adding components — CARL uses your lesson content to fill templates with aligned material.
Browse Components Drawer

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#FilterHow It Helps
1Subject FiltersFilter by Math, Science, ELA, Social Studies, Arts, Music, and Assessment
2Grade FiltersCARL shows your current grade level ±1 to give you more options
3Discover / My Worksheets / SavedBrowse the library — saving and custom templates coming soon!
4Activity Preview ButtonPreview the worksheet before adding it to your lesson

Activity Preview Modal

Click Preview on any worksheet to inspect it before adding. The modal offers three viewing modes so you know exactly what you'll get.

Activity Preview Modal

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ModeWhat You See
StudentOnly the student-facing content — exactly what students will see and work on
GuideFacilitator instructions, answer keys, and facilitation notes
BothStudent content alongside teacher guidance for easy comparison
6

Teaching Resources

Click Browse Teaching Resources to open the Teaching Resources drawer. Use the tabs at the top to switch between Unit & Lesson Enhancements and ELL Supports.

Note: Make sure your unit or lesson content is finalized before generating resources — CARL tailors everything to your lesson content.

Unit & Lesson Enhancements

Six AI-powered modules that generate targeted teaching supports. Select the enhancements you want, then click "Generate enhancements."

Teaching Resources Drawer

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ModuleWhat It Generates
UDL & DifferentiationMultiple ways to access content and demonstrate learning
Equity & InclusionDiverse perspectives, cultural responsiveness, accessibility notes
SEL FocusRegulation strategies, reflection prompts, climate support
Student Voice ActionChoice points, co-design opportunities, student input moves
Trauma-Informed SafeguardsPredictability cues, privacy protections, emotionally safe paths
Indigenous Voice InclusionTeacher-only IVI review and local context considerations
Note: Every time Indigenous Voice Inclusion is generated, CARL donates to the Na-mi-quai-ni-mak Community Support Fund at the National Centre for Truth and Reconciliation.

ELL Supports

Switch to the ELL Supports tab to generate targeted materials for English Language Learners. Add the languages spoken by students in your class, assign proficiency levels, select what you need, and click "Add ELL Resources."

ELL Supports Drawer

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ResourceFormatDescription
ELL Translated GlossaryPrint or DigitalKey vocabulary with definitions, visuals, and translations
Pre-Teaching CardsPrint-readyBilingual flashcard-style concept cards with visual scaffolds and sentence starters
Facilitator GuidePrint-readyTeacher-facing guide with ELL-specific instructional moves and timing notes
Family BridgeTake-homeSummary translated for families with conversation prompts

Add multiple languages — CARL generates resources for all of them at once.

7

Lesson Info, Metadata & Tags

Step 1: Open the Lesson Info Tab

Click the info icon in the left sidebar to see a quick overview of your lesson's essential details.

Lesson Info Tab

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#ItemWhat It Shows
1Metadata & TagsClick here to edit your lesson's metadata and organizational tags
2Current TagsTags currently applied to your lesson — CARL auto-generates these
3Lesson SnapshotQuick summary of key lesson attributes

Step 2: Edit Metadata

Click Metadata & Tags to open the Metadata drawer. Here you'll find detailed lesson information organized into four tabs.

Metadata Drawer

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TabWhat's Inside
OverviewLesson description, difficulty level, duration, and learning outcomes
StandardsCurriculum standards and alignment information
ResourcesSupporting materials and links
SupportAdditional support documentation

Step 3: Edit Tags

Switch to the Tags tab to manage how your lesson is organized. Good tagging helps you and your colleagues find and reuse lessons easily.

Edit Tags Drawer

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#FeatureWhat It Does
1CARL's RecommendationsAI-suggested tags based on your lesson content (e.g. "Project-Based Learning," "Visual Supports")
2Refresh RecommendationsRegenerate AI tag suggestions after making significant changes to your lesson
3Manual TagsTags you've added yourself for curriculum alignment, grade level, subject, etc.
4Manual Tags MenuAdd tags for scope, standards, assessments, and more
8

Split/Multi-Grade Classes

Teaching a combined class? CARL handles it.

Step 1: Select Split/Multi-Grade

Grade Selection

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Click the Split / Multi-Grade button when selecting your grade level.

Step 2: Choose Both Grades

Split-Grade Modal

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Select your lower grade and higher grade.

Step 3: Set Goals for Each Grade

Dual Goals

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CARL gives you separate goal fields for each grade level. Click Get CARL's Input if you need help writing differentiated goals.

9

Language Immersion Options

Creating lessons in French or Spanish? CARL offers three immersion levels. The language dialog appears automatically when you select your subject.

Language Selection

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LevelWhat It Means
Full ImmersionEntire lesson in the target language — both the facilitator guide and all student materials. Best for French Immersion programs or dedicated language classes.
Student Sheet OnlyStudent materials in the target language, facilitator guide stays in English. Great for teachers who plan in English but support language learners.
PartialPrimarily English with target language vocabulary and key terms woven throughout. A natural fit for introductory world language courses.
10

Generate a Facilitator Guide

Every activity can have a teacher-facing Facilitator Guide.

Step 1: Click Generate

Generate Facilitator Guide Button

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Scroll to the bottom of any activity and click Generate Facilitator Guide.

Step 2: Review the Guide

Facilitator Guide Top

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#SectionWhat's Inside
1Facilitation NotesStep-by-step instructions with timing
2Materials & Guiding QuestionsWhat to prep and what to ask

Step 3: Use Differentiation & Assessment

Facilitator Guide Bottom

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#SectionWhat's Inside
1Differentiation StrategiesTiered supports: Approaching, On Track, Advanced, ELL
2Assessment CriteriaReady-to-use rubric (Beginning → Extending)
3Teacher TipsPractical classroom advice
11

Customize Your Look

Click the palette/brush icon in the left sidebar to personalize your lesson's appearance.

Customize Tab

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Logo Options

OptionWhat It Does
Upload School or Personal LogoAdd a custom logo or image (max 2 MB)
Logo ScopeApply to current page only or all pages
Preset LogosChoose from CARL's preset logo options
Your LogosAccess previously uploaded logos

Typography

OptionWhat It Does
HeadingsChoose from 17 professional fonts for titles and headers
Body TextSelect fonts for main content text
12

Quick Reference: Where to Find Things

I want to...Go here
Get AI help with my lessonCARL-Assist (star icon, top toolbar)
Add an activity or worksheetBlocks tab → Browse Components
Preview a worksheet before addingBrowse Components → Preview button
Generate unit & lesson enhancementsBlocks tab → Browse Teaching Resources → Lesson Enhancements tab
Create ELL materialsBlocks tab → Browse Teaching Resources → ELL Supports tab
View or edit lesson metadataLesson Info tab → Metadata & Tags
Add or refresh lesson tagsLesson Info tab → Edit Tags
Create a split-grade lessonGrade selection → Split/Multi-Grade
Create a lesson in French or SpanishSubject selection → Language options dialog
Get a teacher guide for an activityActivity → Generate Facilitator Guide
Add my school logo or change fontsCustomize (palette icon, left sidebar)

You're Ready!

Start creating your first lesson and continue exploring CARL's features. We will continue making improvements based on your feedback!

Still need help?

Contact Support
💡 Quick tip: Use Ask Carl in the CARL-Assist panel anytime you have a question inside the editor.