Schedule Your First Visit
A shift is one visit: one client, one date and time, and the caregiver who works it. This lesson adds a single shift from the Schedules page. Repeating weekly care is set up on the client instead, in the next lesson.
Video coming soon
What you’ll learn
- Add a one-time shift for a client
- Assign a caregiver, or post the shift for your caregivers to claim
- Decide whether the caregiver gets a notification
Step by step
Open Add shift
Choose Schedules in the left menu, then Add shift.
Choose the client and time
Pick the client, the date, and the start and end time. The client's address and rates fill in for you.
Decide who works it
Choose Assign caregiver and search for the person, Post as open shift to let your caregivers claim it, or Leave unassigned for now. Hailo flags a caregiver who is busy or not a good fit.
Check the details
Review the rates, location and tasks. Leave Notify caregiver on if the assigned caregiver should get a push notification when you save.
Save the shift
Choose Save shift. It appears on the calendar and in the caregiver's Hailo app.
