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User Guide

Rostering

  • Booking Confirmation - per-carer (beta)
  • Roster Settings
  • Booking Types
  • Rostering
  • Roster (carers)
  • Rostering Using Shifts
See all 8 articles

Onboarding

  • CareLineLive Onboarding Guide

First Steps

  • System Requirements
  • Adding User Accounts
  • Creating Carer Records
  • Creating Client Records
  • Scheduling Overview
  • Schedule Entries and Bookings
See all 9 articles

Accounts

  • Multi Factor Authentication (MFA)
  • Expiring accounts
  • Notification Groups
  • Accounts Overview
  • User Roles

Carers

  • Creating a User Account for a Carer
  • Carer Contracts
  • Ad-Hoc Carer Availability
  • Carer Qualifications and Training
  • Carer Requirements
  • Leave/Holiday
See all 7 articles

Clients

  • Documents
  • Client Service Contracts (2021 Update)
  • Tasks
  • Global Contacts
  • Creating a New Client Marker
  • Carer Compatibility

Carer Companion App

  • Edit notes & tasks
  • Photos
  • No Signal?
  • App Config
  • Soft Authentication
  • Leaving Notes
See all 7 articles

Reports

  • Hours Report
  • Reports

Financial

  • Finance Dashboard
  • Incomplete Bookings
  • Shift Payment Strategy
  • Invoice Settings
  • Adding a Payment to a Payslip
  • Buyers
See all 14 articles
CareLineLive