Adding a new manager in Homecare Pro is quick and easy. Follow the steps below to get them set up and ready to log in.
Quick Guide
Go to Agency Configuration (look for the three dots ⋯ if you don't see it)
Find the Managers Table and click "Add New"
Enter their name, email and phone number
Click Save
Manager logs in at app.homecarepro.io with their email
Step-by-step Guide
Step 1: Go to Agency Configuration
Navigate to the Agency Configuration tab in your menu. If you don't see it right away, look for the three dots (⋯) on the navigation menu, it may be hidden there.
Step 2: Add a new manager.
Once in Agency Configuration, find the Managers Table and click "Add New" to create a new manager profile.
Step 3: Enter their details
Fill in the following information:
Full name
Email address: This is what they'll use to log in
Phone number: This is used for caregiver support communications
Step 4: Click Save to confirm. The new manager will now appear in your Managers Table.
Step 5: Manager logs in.
Once added, the new manager can access Homecare Pro by going to app.homecarepro.io and entering their email address. They'll receive a magic link or code to log in, no password required!
Tips
Make sure the email address is correct before saving, as this is how the manager will receive their login link
If the manager doesn't receive their login email, ask them to check their spam folder