How can we help?

Finding your way around Learn the sidebar menu, the person search and the add menu in the header, so you can get to any screen quickly. Your account, agencies and theme Open your user menu to manage your account, switch between agencies, change the light or dark theme, and log out. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. Message templates Save messages you send often, and fill them in for one person with a click. Emailing a copy and printing a form Email someone a link to read a filled-in form, see who opened it, and print it with or without its audit trail. Reading and changing the calendar view Choose how much of a person's calendar you see, what it shows, and how to read each shift. Finding and adding people Find anyone in your agency with the People list or the header search, and add a new employee or referral. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Audit files Set up an auditor's checklist once, then generate one PDF of the evidence for the people they name. Messaging a caregiver Write to a caregiver, see when they have read it, and mark their replies as dealt with. Working with lists Filter, sort and group any list, choose its columns, and save the views you use as bookmarks. Who changed what, and who viewed it Why CareComplete records every change and every look at a person's record, and where you can read that history. Checking timesheets Use the Timesheets page to see which shifts are ready to finalise and which need attention. Who is due: the Compliance list Find which employees are overdue or due soon, filter and group the list, and record contact about a requirement. Who can use a form, and My Forms Let caregivers and other staff fill in, view or acknowledge a form, and see what they must read on My Forms. Sending a job offer for an open shift Offer a shift to suggested caregivers, read their answers and put one on the schedule. Announcements at clock-in Post a notice caregivers see when they clock in, choose who it is for, and track who has acknowledged it. Build schedules first, share them after Why a shift is not shown to the caregiver or client until you share it, why confirming is separate, and a weekly rhythm that uses both. Using the schedule board See many people's shifts side by side, narrow them with filters, read the day totals and save views as bookmarks. Filling open shifts with suggestions Find caregivers who fit an open shift, suggest and offer it to them, and put one on the schedule. Taking an inquiry call Record a call about care, check whether the caller or the person needing care is already on file, and book a follow-up.