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User Guide

Rostering

  • Booking Types
  • Unplanned Visits
  • Rostering Using Shifts
  • Roster (carers)
  • Travel Time Estimates

Onboarding

  • CareLineLive Onboarding Guide

First Steps

  • System Requirements
  • Adding user accounts
  • Creating Carer Records
  • Creating Client Records
  • Installing the App
  • Scheduling Overview
See all 9 articles

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
  • Scheduling Leave/Holiday
See all 7 articles

Clients

  • Tasks (2021)
  • 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

  • Shift Payment Strategy
  • Invoice Settings
  • Adding a Payment to a Payslip
  • Buyers
  • Carer Contract Types
  • Client Service Contracts
See all 13 articles
CareLineLive