Client Records
Manage client profiles, connections, notes & documents, care plans, budgets, and shift notes
5 articles
Getting Started
Everything you need to get going.
1 article
Scheduling
Cover all shift knowledge from the basics in generating shifts to the advanced in managing attendance and shift costs.
1 article
Accounts
Automated invoicing, price books, travel claims
1 article
Payroll
Make payroll more flexible with staff pay-group allocation
1 article
Dashboards and Reporting
The Leave Balance Reporting feature lets you analyse employees’ current and historical leave balances, including leave value, loading value, and leave type. You can also download the data and export to Excel.
1 article
Sales
Web hooks, prospect creation, prospect conversion, tags
1 article