The Lookout Way

A guide on what cohorts are and how to set them up in Lookout

Cohorts

How create, assign, edit and remove access roles

Using Access roles in Lookout

Communities are a way to group together Members, Helpers and staffers (admin staff).

Managing Communities

Accessing and using the visit location data (geotagging) in Lookout

Using Location Data (Geotagging) in Lookout

Matching preferences empower customers to find the care workers that meet their needs.

Matching Preferences

Guidance on how to use Requisites, Verifications and File Types and how these are linked between the Members and Helpers.

Requisites, Verifications & File Types

How to activate your multi-factor authentication to secure your account

Setting up two-factor authentication

A guide on what membership plans are and how to set them up in Lookout

Setting up membership plans in Lookout

In this article you will find out create a new staff member and give admin access.

Creating and managing Admin Staff Members

A detailed breakdown on updating visit rates in Lookout

Updating Visit Rates

A guide on what services are and how to set them up in Lookout

Setting up Services in Lookout

Oliver Connell

Gayle Reyna

Jacqueline Campbell

Settings

Replace the fixed visit information panel on the roster page with a floating panel

Slide out visit information sidebar on roster

Edit scheduled visit times or assign workers by moving or resizing on the roster and scheduling pages.

Drag and drop to edit visits

Assign or vacate visits by drag and drop on the scheduling page.

Drag and drop vacant visits on the schedule

Confirm changes made via drag and drop on the scheduling and roster views.

Confirm drag and drop changes

Re-calculate travel time after visit drag and drop updates

Re-calculate visit travel

Ricardo Bernardeli

Rowan Hogan

These features are available for customers to opt-in if they feel comfortable being an early adopter. They have been tested, but they're very new so there may be some problems we haven't found yet.