MerriwoodAgency office help
Running the agency: workers, bookings, shifts, the day itself and getting paid.
Getting set up
Sign in and the Today page
Your starting point each morning: what's happening now and what needs you.
Agency details, Telegram link and test accounts
Set up your legal details, invoices, the team group link, and test accounts for trying things out.
Edit your contracts
Change the wording of the client agreement or the worker agreement, with every version kept.
Workers
New applicants and their papers
Find people who've signed up, check their documents and mark them verified.
Select someone for orientation
Decide who joins your team and send them the welcome.
After orientation, send the contract
One click records orientation and sends the worker their agreement to sign.
Cleared for, and a worker's availability
Say which kind of work someone can do, and see or change the hours they're free.
Clients and bookings
A new booking: checks, CQC and the agreement
When a client books, check the details, send the agreement, then create the shifts.
Rates, pay and profit
Set what the client pays and what the worker earns, then see what you keep.
Client pages and signed agreements
See each client, approve new ones, and find their signed agreements.
Shifts
Create shifts and tasks
Make a single shift or a repeating one, with the tasks the worker ticks off.
Add workers, Who's free and Book anyway
Put people on shifts, see who's free, and override the checks when you need to.
The shift calendar and Find someone
See every shift by day, week, month or rota, and fill gaps quickly.
The run sheet and team message
One page for the day's visits, and a ready made message for the team group.
Reminder and text settings
Choose which reminders workers get, and when.