Creating and Managing Members (Clients) and Helpers (Support Workers) in Lookout.

Once completing the Configuring Lookout stages into your instance. You will now be able to add clients (members) and workers (helpers) onto the platform.

Creating and Managing Members (Clients)

• Signing up Members (Clients)

• Overview - Managing Members (Clients)

• Editing/Deleting/Archiving Members

• Setting Matching Requirements for a Member

• Creating a Help Plan
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Creating and Managing Helpers (Support Workers)

• Configuring a Helper (support worker) in Marketplace

• Quick Start Guide to Rostering Staff

• Managing Visits (Rostering)

• Rostering and the schedule view in Lookout

• Adding and updating availability in Lookout