Set Up Your Agency Profile
Settings is where Hailo learns how your agency works. Fill it in once and the rest of the app starts from your answers: shifts pick up your rates, invoices your terms, and caregivers your pay rules.
Video coming soon
What you’ll learn
- Add your agency details, logo and service area
- List the services you offer with their bill rate and pay
- Set your pay period, billing and shift rules
Step by step
Open Organization
Choose Settings in the Administration part of the left menu, then Organization. Enter your legal and display name, EIN, state license number, office phone, address and time zone, then Save.
Add your logo and service area
Upload your logo in the branding card; it shows on documents and invoices. Under Service ZIP codes, pick the cities and ZIP codes you cover.
List your services
Open Services and add each service you offer with its bill rate and caregiver pay. Shifts and master schedules start from these prices.
Set pay, billing and shift rules
Payroll sets your pay periods, base rate and mileage. Billing sets how you invoice and your payment terms. Schedules sets shift rules and EVV. Each section has its own Save.
