Explore Elate’s main dashboard and menu options to access critical features like Clients, Schedule, and Notifications.

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Home Page Overview

• Upon login, the Home Page currently defaults to the schedule view for easy access to your weekly/daily calendar.

Main Side Menu Overview

The left-hand menu provides access to these key sections:

1. Support Recipients:
   • Manage Team Members and Clients.
   • View and edit profiles by clicking their name.
2. Team:
   
   • Manage Team Members and Clients.
   • View and edit profiles by clicking their name.
3. Schedule:
   • View calendars for clients and support workers.
   • Filter and download schedules as needed.
4. Reporting:
   
   • Incidents: View and update incidents or reports.
   • Safeguarding: View and update safeguarding incidents or reports.
5. Finance:  brings together everything you need to manage your service’s billing and contractual processes. It includes:
   • Overview – Generate rota reports to support accurate invoicing based on care delivery.
   • Invoices – Create, send, and track invoices with ease, directly linked to visit and rota data.
   • Contracts – Set up and manage service agreements with clients, including hours, rates, and billing cycles.

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Account name dropdown

1. Profile:
   • Update your profile,
   • View Incident/Safeguarding notifications,
   • access the Help Centre, or
   • log out.

1. Billing:
   • For Super Admin users only, view and update Elatesubscription information.

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