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Account

Account

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

Gaurav Cheema avatar Andras Helyes avatar Ian Deshays avatar
16 articles in this collection
Written by Gaurav Cheema, Andras Helyes, and Ian Deshays

Cancel ShiftCare subscription

Closing down ShiftCare account
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Roles

There are different roles users can have in ShiftCare depending on their access requirements.
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago
Prices

Adding price books and prices

Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago

Edit/archive price book

Ian Deshays avatar
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.
Ian Deshays avatar
Written by Ian Deshays
Updated over a week ago

Export prices

Learn more on exporting all prices in csv format
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago
Settings

Shift Account Settings

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Rostering Account Settings

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

General Account Settings

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Setting prompt to track staff over hours per day

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Written by Gaurav Cheema
Updated over a week ago
Subscription

ShiftCare Subscription Package

Gaurav Cheema avatar
Written by Gaurav Cheema
Updated over a week ago

Upgrading your subscription

Gaurav Cheema avatar
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.
Andras Helyes avatar
Written by Andras Helyes
Updated over a week ago
Templates

How to add templates for all staff to access through the app

Through the app staff can see policies and procedures in the Document Hub
Gaurav Cheema avatar
Written by Gaurav Cheema
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
Gaurav Cheema avatar
Written by Gaurav Cheema
Updated this week

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.
Andras Helyes avatar
Written by Andras Helyes
Updated this week