Facilities are the physical locations your organisation operates from — homes, centres, or sites where your team is scheduled to work. The web dashboard lets you add one in a few clicks.
From the Facility Management page, open the create panel, fill in the basics, contact and address, and save. The new facility is immediately available for assigning clients and scheduling staff.
Step 1
Open the Facilities page
Go to Facilities in the dashboard. The Facility Management page lists every active location, with its capacity, address and contact phone.
Step 2
Add a facility
Click Add Facility in the top right. The Create New Facility panel slides out, ready for the new location's details.
Step 3
Enter the details
Fill in the facility's details: a name and capacity (the maximum number of clients it supports), a contact phone number shown to staff assigned here, and its address — searched and picked from the suggestions, which fills the location and map automatically. Only the name is required.
Step 4
Save it
Click Create Facility. The new facility is saved and opens on its own page, ready for you to assign clients and schedule staff.
Step 5
Manage it from the tabs
The facility is ready to use. Manage its contacts, documents, shifts, schedules and more from the tabs along the top of its page.
Keep reading
Tutorial
Fill out a form
Submit a visit note, incident report, or any other configured form — drafts autosave so you can pause and pick up later.
Mobile appTutorial
Accept a new shift
Move pending shifts to Confirmed so they show up in your roster and are ready to clock into.
Mobile appTutorial
Explore the library
Take a tour of the Document Library — your organisation's central, searchable home for policies, procedures, templates and training, on web and mobile.
Web dashboard