SchedulerPro Help Center

Welcome to the SchedulerPro documentation. This guide covers everything you need to set up your agency workspace, manage clients and employees, build schedules, track time, and use AI-powered scheduling tools.

---

What is SchedulerPro?

SchedulerPro is HIPAA-eligible home care scheduling software built for agencies that manage caregivers, clients, and service authorizations. It replaces spreadsheets and manual scheduling with a structured, AI-assisted workflow.

Core workflow:

Set up Clients → Set up Employees → Create Service Orders
       ↓
Build Weekly Schedules → Monitor & Track Time Slips
       ↓
Run Reports → Use AI to fill gaps and improve efficiency

---

Who uses SchedulerPro?

Role	What they do
Admin	Full access — manages users, settings, billing, and all data
Scheduler	Manages clients, employees, service orders, schedules, and time tracking
Read-Only	Views schedules and reports — cannot create or edit

---

Quick links

• Managing Clients
  Add clients, manage service needs, record absences

• Managing Employees
  Add caregivers, set availability, track absences

• Service Orders
  Create and manage care authorizations

• Schedule Builder
  Generate weekly schedules from service order templates

• Schedule Monitor
  View and manage all shifts for the week

• Time Slips
  Mark shifts as Worked, No-Show, or Cancelled

• AI Skills
  AI-powered scheduling suggestions and insights

• Reports
  Timesheets, compliance reports, and more

---

Getting help

• Email: support@schedulerpro.io
• In-app: Contact your agency administrator for account issues