Help Center
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Managing Clients
Getting Started
Welcome
Inviting Employees to Join
Billing
Care Notes
Payroll
Business Profile
Account Management
Scheduling Shifts
Shift Types
Creating Shifts
Reviewing Shifts
Managing Shifts
Care planning
Setting Up
Reviewing Care Notes
Managing Clients
Setting Up
Client Information
Managing the Team
Users
Communication
Payroll
Important Things to Note
Technical Support
Web App
Mobile App
Integrations
QuickBooks Online
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Help Center
Managing Clients
Getting Started
Welcome
Inviting Employees to Join
Billing
Care Notes
Payroll
Business Profile
Account Management
Scheduling Shifts
Shift Types
Creating Shifts
Reviewing Shifts
Managing Shifts
Care planning
Setting Up
Reviewing Care Notes
Managing Clients
Setting Up
Client Information
Managing the Team
Users
Communication
Payroll
Important Things to Note
Technical Support
Web App
Mobile App
Integrations
QuickBooks Online
Managing Clients
Onboarding new clients and uploading documents.
Setting Up
Onboarding a new client
Uploading documents
Client Information
Exporting shifts
Verifying locations (geofences)
Saving common addresses
