Logging in

Video: Accessing the Client Portal - https://vimeo.com/149740368

Reminder if you are using the Mobile Application on Tablets or Smartphones you MUST use a Professional login. Only the Professional login work when using the Mobile APP. If you are accessing your internet browser (such as Safari) then using the Client Login is fine.

Home: This is your computer desktop login from any computer or tablet.It gives the same options as the Mobile. App with a more detailed overview.

New Booking: Here you can create new bookings, select Agency staﬀ for shifts or simply submit bookings for our Allocations staﬀ to fill.

Current Bookings: This page allows you to view, edit, or cancel any current bookings you have placed with Agency. You can also upload documents for shifts here.

Request and Restrictions: Using this page allows your staﬀ to either request/restrict agency personnel for a particular facility or for all your facilities.

Staff Authorization: Using this page you can authorise a staﬀ member of your facility who can place orders, select staﬀ and view reports/invoices if you wish.

Contact Details: Using this page you can authorise a staﬀ member of your facility who can place orders, select staﬀ and view reports/invoices if you wish.

History: Here you can view a full history of all shifts ever ordered by your staﬀ or by calling agency directly. This history can also be exported to excel.

Appraisals: Here you can view a full history of all shifts ever ordered by your staﬀ or by calling agency directly. This history can also be exported to excel.

Financial Overview: Only available to select management staﬀ you authorise, this page allows you to view invoices both paid and outstanding, run reports on agency shift fill times, shifts per month and by diﬀerent facilities, view member dockets/timesheets, download and excel spreadsheets.

Approve Timesheets: This is where you can approve or Dispute timesheets