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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. Confirming and sharing schedules Share shifts with clients and caregivers, record their confirmations, and know what withdraws a confirmation. Moving, copying and cancelling shifts Move a shift to another day, copy shifts, cancel or restore them, and call off a caregiver. 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. 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. Message templates Save messages you send often, and fill them in for one person with a click. Turning an inquiry into a client Make a client from an inquiry, checking who they already are and which callers become their contacts. Contacts and assignments Record the people around a client or employee, and set who is assigned to them over time. Your dashboard Choose which dashboards show on Home, whose caseload they count, and look back at how things stood on an earlier day. Adding a shift on a calendar Add a new shift from a client's or employee's calendar and fill in the schedule editor. 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. Working without a signal Why the caregiver portal keeps working in homes with no connection, what it holds on the phone, and what the office sees afterwards. Organising your agency with assignments Practical ways to set up assignment types and use them so each person's day starts on their own clients and caregivers. One shift feeds payroll and billing Why the same shift is the source of both a caregiver's pay and a client's bill, and why finalising is the step that signs it off. 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.