Instead of everything living under one participant record, a Site becomes the central place to store the property details, the people connected to it, and the ongoing record keeping that normally comes with managing a house.
You’ll typically use Sites when multiple participants live (or stay) at the same address, and your team needs one place to manage what’s happening at that location. A Site can hold the day-to-day information that matters operationally, like who lives there right now, who supports the house, who manages it, key property notes, inspection dates, and the documents you need to keep on file.
In Imploy, Sites sit alongside your client list. You can find them under Clients → Sites. From there you’ll see a table of your Sites with quick, useful context at a glance, such as occupancy (how many participants are currently associated to the Site compared to capacity), the site manager, contact details, next inspection date, and the Site status (Active, Maintenance, or Inactive). This makes it easy to scan your houses and jump straight into the one you need.
When you open a Site, you’ll see a dedicated Site profile with tabs that help you manage the full picture:
Overview for property details and internal notes about the house.
Associated for participants/residents and staff lists linked to the Site.
Activity & Notes for day-to-day notes and internal requests.
Documents for storing files in a clean folder structure.
Overwatch for visibility over shift notes, cautions, and incidents connected to that Site.
Billing for the financial view of billable entries and revenue reporting linked to the Site.
Sites also connect to scheduling. In the Scheduler, you can switch between Clients and Sites to plan work from a site-first perspective. This is intentionally just a view switch - your rostering workflows live in the Scheduling help centre, but it’s worth knowing Sites were built to support that site-based way of operating.
Important note: Sites is a Premium feature. If your account is on a Free tier, you may see upgrade prompts when trying to access Sites or switch to the Sites scheduler view.
