Booking a job correctly from the start means the right service providers are matched quickly and the details they need are ready to go from day one.
- Set up the client. Select the clients tab, hit create new, and fill in the details including service address and any access or home safety notes. You can also add a care partner, an additional contact who supports the client.
- Start the booking. Go to the make a booking tab, then search for an existing client or create a new one. Select the services they need.
- Schedule the service. Choose a start date, select whether it’s recurring or one-off, and set your desired time frame. Review your shifts — if the booking is recurring, you can adjust individual future shifts as needed.
- Match with providers. You’ll see a list of service providers ranked by top match, based on services offered, availability, and your selected price range. Select up to three, in order of priority. Your first choice is contacted first; if they decline, it moves to your second choice, and so on. Set a response timeline, then choose whether the job should appear on the job board if none of your selected providers can accept it.
- Add care details. Enter the required tasks for the provider to complete. You can also add questions for the provider to answer after the job, and attach the client’s care plan if needed.
- Review and submit the booking.
Watch how to create a booking:
Still have questions? Contact us or book a call.