Your central hub for managing clients, team members, schedules, and billing.

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What You Can Do

From your admin dashboard, you can:

• Manage Clients — Add clients, allocate service units, track goals
• Manage Team — Onboard staff, set schedules, track performance
• Schedule Appointments — Create, assign, and monitor visits
• Run Reports — Payroll, billing, DSHS compliance reports
• Handle Billing — Track hours, export DAT files, manage invoices

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Your Dashboard at a Glance

When you log in, you'll see:

Section	What It Shows
Today's Schedule	Appointments happening today with status
Quick Stats	Active clients, team members, pending items
Recent Activity	Latest appointments, clock-ins, updates
Alerts	Items needing attention (approvals, issues)

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Navigation

Use the sidebar to access main sections:

1. Dashboard — Overview and quick actions
2. Clients — Client list and profiles
3. Team — Staff list and management
4. Schedule — Calendar and appointment builder
5. Reports — Payroll, billing, compliance
6. Marketing — Inquiries and CRM (if enabled)
7. Recruitment — Job postings and hiring (Scale plan)
8. Settings — Organization config and preferences

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Quick Actions

From the dashboard, you can quickly:

• + New Appointment — Schedule a visit
• + Add Client — Create a client profile
• + Add Team Member — Start onboarding
• View Unassigned — See shifts needing coverage

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Tips

• Use the search bar (top) to find clients or team members instantly
• Click your profile icon (top right) for account settings
• Notifications bell shows items needing your attention
• Press ? anywhere to see keyboard shortcuts

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Next Steps

1. Setting Up Your Organization — Configure branding and basics
2. Understanding Access Levels — Learn about permissions
3. Inviting Your First Team Member — Add staff

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Related Articles

• Creating Appointments
• Payroll Dashboard
• Branding & Appearance