Welcome to Hailo
Before you add anyone, take a few minutes to see how Hailo is laid out. Every part of the office app is one click away in the left menu, and the setup guide keeps track of what your agency still needs to do.
Video coming soon
What you’ll learn
- Find each part of Hailo from the left menu
- Read your dashboard at the start of the day
- Use the setup guide to see what your agency still needs to finish
Step by step
Sign in to the office app
Go to app.hailoagency.com and sign in with your own email. Each person on your team has their own sign-in, so never share one.
Learn the left menu
The menu is grouped by the work you do: Operations for Schedules, Clients, Caregivers and Messages; Intake and hiring for your CRM, Recruiting and Appointments; Finance for Billing, Payroll and Reports; and Administration for Team and Settings. The AI assistants, Atlas and Front Desk, sit near the top. What you see depends on your plan and your role.
Start the day on your dashboard
Dashboard is the first item in the menu. It gives you a snapshot of your agency and the alerts that need someone from the office.
Follow the setup guide
The setup guide is a checklist for a new agency: your agency details, your office team, your first caregiver and client, a client schedule, and your visit and pay rules. Each row opens the exact place to finish it, and rows tick themselves off as you save.
