In this article, we'll cover the essential steps required to begin rostering services on Lookout quickly!

We'll cover each step in enough detail to get started and provide additional resources for further reading.

❗️Refer to our Configuring Lookout - NDIS guide if you are setting up Lookout for NDIS.

By now, you'll hopefully have received your unique link to activate Lookout.

If you have not received your activation link, please email [email protected].

Your Lookout account uses Two-factor authentication (2FA), a secure sign-in process that combines something you know (your password) with something you have (your phone).

So even if someone gets access to your password, they'll be prevented from logging into your account as they don't have access to your authentication code.

Some additional configuration may be required if you offer services under the following funding schemes.

The Commonwealth Home Support Programme (CHSP) helps senior Australians access entry-level support services to live independently and safely at home.

Follow the steps outlined in our Getting started with CHSP guide to set up CHSP outlets and create rates. Once completed, return to this guide and proceed to the Add your Services step.

Rates model the pricing for services that Care Workers (Helpers) offer Participants (Members). They are comprised of a Name, Descriptions, Item Code, Tax details, suggested default price, company percentage, and quantity type.

To create a new rate, navigate to the Settings cog within Lookout (it's located at the bottom in the left-hand side navigation bar).

The rate has now been added and can be assigned to a Care Worker.

* Rates can be edited at any time. It's important to note that price changes will not affect existing contract agreements or Helpers defined default prices (if they have set their own).
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Services in Lookout are the different service types you provide to members. Examples might be 'Domestic Assistance', 'Medication Support', 'Physiotherapy', 'Personal Care' or 'Gardening Service'.

Lookout has pre-loaded a selection of common services to help get you started.

To create a new service, navigate to the settings page in Lookout and click on Services under "Other". Then click on New service to create a new service type.

After entering all the required details, click Save in the top right corner to create the service.

Membership plans in Lookout help to group services and rates under one umbrella. This is the foundational mechanism behind Lookout's smart rates, which assists users in choosing the correct rate when creating a visit based on the membership plan, visit services and visit time. Membership plans also serve as a template to define default pricing for care management and package management fees in Lookout.

To create a new membership plan, navigate to the settings page in Lookout and click on Membership plans under "Other". Then click on New membership plan to create a new membership plan.

Enter a membership plan name and description so that other users of Lookout can easily identify the appropriate membership plans when setting up memberships.

For membership plans that charge members a care management price, add the weekly price under care management. This will generate a weekly invoice with this amount for clients that are on this membership plan. If there is no care management price for the plan, set the price to $0.

If the membership plan has a package management fee, select "yes" to "Will the member be charged a package management fee?". Then add the weekly package management fee price. This will generate a weekly invoice with this amount for clients that are on this membership plan.

Enter the payment frequency for the membership plan. Care management and package management fees will only be automatically invoiced for plans with a weekly payment frequency. These fees will need to be manually invoiced for other payment frequencies (i.e. twelve weekly and annually).

Then set the GST type for the membership plan. If this membership plan is a self-managed membership plan where clients can make direct requests to support workers, then check the checkbox next to "Members can send Helper Requests, negotiate, and approve visits from Helpers via the app".

After entering all the required details, click Save in the top right corner to create the membership plan.
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Before you add a new staff member, you need to create a profile for that staff member and invite them to Lookout.

Now that a profile has been created, the profile needs to be assigned as a Staff Member.

Congratulations on configuring Lookout. You're ready to add your clients and care workers so that a visit can be rostered.

Add your clients
Our Managing Members guide explains how to add and manage clients in Lookout.

Add your Care Workers
Follow our guide on Adding and configuring Care Workers in Lookout.

Roster your first visit
We have a Quick Start Guide for Rostering Staff to make this process easy.

Now that you've rostered visits, the next step is to help familiarise your team with Lookout. We've created some quick start guides that can be shared.

The articles below will help support best practices in care for your Members within Lookout.

We are here to help you with any issues with our service. To allow us to support you, please gather as much information as you can. Don't worry if you don't know all of these details. Anything you can tell us will be helpful.

​The best way to get support is by one of the following: