The setup checklist helps you configure Hailo for your agency. You can work through tasks in any order and revisit the checklist anytime to track progress. Open Setup from the welcome walkthrough or visit Settings > Profile and select Replay setup walkthrough. Your first step is to invite your office team. Go to Team and choose Invite member. Add each teammate's email, select a role that matches their work, and send their invitation. Each person should use their own account instead of sharing a sign-in. Open Clients and choose Add client. Enter the client's name, date of birth, contact information, care needs, home details, and billing information. Next, open Caregivers and choose Add caregiver. Add identity, employment details, pay rate, credentials, skills, and emergency contact information. Decide whether to send portal access now or wait for an internal review. Open Recruiting to review your application form and settings. Then open Compliance and select which credentials, screenings, and training your agency will track with real expiration dates. Next, create your first care schedule. Go to Scheduling and create a plan for a client. Add the visit pattern, assignment method, location, rates, EVV rules, and publishing settings. Review the generated shifts before notifying caregivers. Go to Settings and review your billing options and payment methods. In Payroll, confirm the pay period, caregiver rates, overtime settings, and the export format your payroll provider accepts. …