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The Lookout Manual
Everything you need to know to get started with Lookout
Tickets
Members: Creating and Managing Clients
The Member's Notebook
Remote Care Monitoring Technology
Creating and Managing Helpers (Care/Support Workers)
- Managing the Helper Community via the Dashboard
- Configuring a Helper (Support Worker)
- Adding and updating regular hours for a worker
- Setting availability in the Lookout support worker app as a contractor
- Enforcing Care Worker Compliance Using Verification Functionality
- Managing Care Worker Verification
- Helper recommendations?
- Contracts and Pricing
Rostering
Reporting
Finance
- Overview - Billing and Finance
- Importing invoices into Xero
- Adjustments to a closed billing run period
- Accounts, transactions and statements changes
- Keeping Track of Member's Funds
- Rates & Products
- Purchase Orders and Third Party Invoices
- Invoices and Credit Notes
- Statements and Invoicing
- Taxes
- Uploading the Lookout Payroll Report
- Punchcards
- Importing Account Transactions as CSV
- Billing runs
Settings
- Cohorts
- Using Access roles in Lookout
- Managing Communities
- Using Location Data (Geotagging) in Lookout
- Matching Preferences
- Requisites, Verifications & File Types
- Setting up two-factor authentication
- Setting up membership plans in Lookout
- Creating and managing Admin Staff Members
- Updating Visit Rates
- Setting up Services in Lookout