To create a staff profile:
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On the sidebar, click “Staff” and click “+ New Staff” located at the top right area of the screen. You can also click the “+” next to Staff in the sidebar for a quick shortcut.
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Input caregiver information. (If needed, you can input they pay rate per visit type by going under Visit Type Configuration → selecting the visit type → add their pay rate.)
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Click the “Security” tab and choose a username and password that is easy for the caregiver to remember.
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Click “Save”. This will automatically send their credentials to the phone number and/or email listed in their staff profile.
Make sure you have their correct phone number and email address. This is how they'll receive the username and password.