ShiftCare

Learn how to attach forms to shifts and bulk assign to clients.

Shift Related Forms

Export all or specific form responses individually or in bulk (PDF or CSV) to streamline data management and reporting.

Exporting Forms

Extract specific data from form responses and export as a tailored CSV or PDF. Customise columns, apply filters, and add branding.

Creating Custom Form Reports

Learn how to review and approve form submissions, apply advanced filters, create Saved Views, and export your data as CSV or PDF.

Managing and Exporting Form Responses

Jas King

A guide to managing, creating, assigning, and tracking client and staff forms.

Forms

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Because you already asked about invitations, this prototype demo can add the follow-up: use the role selector before sending each invite to limit access to the teammate responsibilities.

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This prototype demo suggests starting with your workspace profile, inviting the team members who need access, and then connecting the integrations you use.

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In this prototype demo, integrations are configured from workspace settings. Choose the integration, connect the account, and review the enabled permissions.

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In this prototype demo, invite teammates from workspace settings, then choose the access each teammate needs before sending the invitation.

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