What Are Sites?
Instead of everything living under one participant record, Sites give you a central place to manage a property, the people connected to it, and the day-to-day operations that come with running a home.
When to Use Sites
You’ll typically use Sites when:
Multiple participants live or stay at the same address
Staff are shared across a house
You need one place to manage what’s happening at that location
A Site helps you keep everything organised in one place, rather than spreading information across multiple participant records.
What You Can Manage in a Site
A Site brings together the operational details of a home, including:
Participants currently living at the property
Support staff assigned to the house
Admin or site managers
Property notes and key information
Inspection dates
Compliance and supporting documents
This makes it easier to manage shared environments like SIL, SDA, or group homes.
Where to Find Sites
In Imploy, Sites sit alongside your client list.
To access them:
Go to Clients → Sites
View your list of Sites
Inside a Site
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.