To create a Site, go to Clients → Sites and select Add Site. You’ll be asked for the core details needed to set the Site up correctly. These are the practical “must-haves” that make the Site usable immediately, especially for linking people, record keeping, and (if applicable) scheduling via the Sites view.
When creating a Site, you’ll be prompted to provide:
The Site name (how your team refers to the property)
A main email and phone contact for the site
The address (used throughout the Site profile, and helpful for quick access to maps)
The manager (who oversees the house operationally)
The associated business (the business/location within your organisation this Site belongs to)
The status (Active, Maintenance, or Inactive)
Once saved, Imploy will take you straight into the new Site profile so you can continue setup, usually by associating the participants who live there and the staff who support it.
Editing a Site can be done at any time from the Site profile by selecting Edit. This edit area is where you maintain the living details of the property, such as updated contact info, a new manager, or changes to how the Site should be categorised.
From the Site profile, you can update:
Contact details (email, phone) and address
Site type (Supported Independent Living, Specialist Disability Accommodation, Short Term Accommodation)
Associated business (helpful when you operate multiple branches/locations)
The assigned manager
Inspection dates (last inspection and next inspection)
Tags (useful labels for filtering and internal organisation, like “High Complexity”, “Wheelchair Accessible”, or “Night Staff Required”)
The Overview tab also includes dedicated edit areas that help keep operational details clean:
House information (like capacity and a maximum staff limit)
Site details (status and type)
Site description (internal notes about the property, special considerations, and anything staff should know)
A good practice is to treat the Site as your single source of truth for property-wide information. If something about the house changes, capacity updates, a new key contact, changes to house rules, or a major risk note, update it here once so it’s always available to the people who need it.
You’ll also notice a “details” panel on the Site profile that surfaces the essentials (contact, address, capacity/occupancy, manager, inspection dates, and tags). This is there so you don’t have to dig for Site information, should be quick to confirm when you’re making decisions.