ℹ️ Open the live incident report page and complete the "Manager Review" tab there to close these out — this list will update once you refresh. Need to edit the incident/intake questions themselves? That's under Manage Forms now.
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🏘 Manage houses
Add a new house, then add clients to it in the Clients tab. A house's shift-report form only goes live once you publish it — nothing is public until then.
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👥 Manage clients
Add clients, assign houses, and control which extra sections appear on their shift reports. Want to edit the shift-report questions themselves? That's under Manage Forms.
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🔑 Staff logins
Grant staff members access to view and edit submissions for specific clients only. Form submission itself never requires login.
Bulk import staff
Columns: name (required), username (optional — derived from the name if blank),
type (Support / Back office / Area manager / Admin), houses (semicolon-separated).
A temporary password is generated for each person — you'll get the list to hand out, and everyone sets their own on first sign-in.
Download a template
One password to hand to everyone — they each set their own on first sign-in.
Leave it blank and each person gets a unique one instead, which is safer:
with a shared password, anyone who knows it can claim an account nobody has signed into yet.
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🔗 Share links
Copy a link or scan a QR code to send staff straight to their house's form. Each link only shows that house's own clients — never any other house.
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📋 Manage forms
Every question, on every form, in one place — shift report, incident report, and client intake.
Shift report
📋 Shared form templateEvery field on every shift report — edit, remove, or add to it here
🏠 House-wide custom questions
🙋 Client-specific custom questionsUse the ❓ icon next to a client on the Clients tab
Incident report
📋 Staff formFields staff fill in when reporting an incident
🧑💼 Manager reviewFields shown in the password-gated review section
Client intake
📋 Intake formFields on the New Client Intake form
💬 Group Chat
Live chat for every house — moderate messages, and handover notes from shift reports appear here automatically.
🗂 Back office chat groups
Groups like Rostering or Accounts. Unlike a house, membership isn't worked out from client access — you pick who's in it.
