The Lookout Manual
Everything you need to know to get started with Lookout
Glossary of Terms
Login management
Resetting a User Password
Resending Invitation to Users
Quick Start Guide for Care Managers
Quick Start Guide for Rostering Staff
Worker (Helper) leave
Public holidays
Managing the Helper Community via the Dashboard
Configuring a Helper (Support Worker)
Adding and updating regular hours for a worker
Setting availability in the Lookout support worker app as a contractor
Enforcing Care Worker Compliance Using Verification Functionality
Managing Care Worker Verification
Helper Recommendations
Contracts and Pricing
Overview - Billing and Finance
Importing invoices into Xero
Adjustments to a closed billing run period
Accounts, transactions and statements changes
Keeping Track of Member's Funds
Rates & Products
Purchase Orders and Third Party Invoices
Invoices and Credit Notes
Statements and Invoicing
Taxes
Uploading the Lookout Payroll Report
Punchcards
Importing Account Transactions as CSV
Billing runs
Cohorts
Using Access roles in Lookout
Managing Communities
Using Location Data (Geotagging) in Lookout
Matching Preferences
Requisites, Verifications & File Types
Setting up two-factor authentication
Setting up membership plans in Lookout
Creating and managing Admin Staff Members
Updating Visit Rates
Setting up Services in Lookout