Account

Edit & update account settings. Review and maintain account logistics.

+1

12 articles in this collection
Written by Gaurav Cheema, Andras Helyes, Ian Deshays and 1 other

Change account owner

A guide on how to change the owner of a ShiftCare account.

Written by Alexander Clare
Updated over a week ago

Import NDIS Price Guide

NDIS providers can import NDIA's price book, copying across the support item codes needed to submit a claim through PRODA

Written by Ian Deshays
Updated over a week ago

Prices

Adding price books and prices

Written by Andras Helyes
Updated over a week ago

Edit/archive price book

Written by Ian Deshays
Updated over a week ago

Update and delete price

Learn how to update and delete prices in the current price book.

Written by Ian Deshays
Updated over a week ago

Export prices

Learn more on exporting all prices in csv format

Written by Andras Helyes
Updated over a week ago

Subscription

Upgrade subscription

A guide account admin to upgrade subscription so that additional carers can be invited.

Written by Alexander Clare
Updated over a week ago

Upgrading your plan

Upgrading ShiftCare plan.

Written by Gaurav Cheema
Updated over a week ago

Downgrading your subscription

This article covers how to reduce your subscription and ShiftCare licence costs as well as cancel subscription.

Written by Andras Helyes
Updated over a week ago

Cancel ShiftCare subscription

Closing down ShiftCare account

Written by Andras Helyes
Updated over a week ago

Setting up reminders

Reminders

ShiftCare allows you to send automated reminders about expiring client and staff documents as well as invoices

Written by Gaurav Cheema
Updated over a week ago

Setting up Client Document Reminders

You can set-up automatic reminders which will email clients to let them know documents are nearing or past their expiry date.

Written by Andras Helyes
Updated over a week ago