• Log into the system as an Agency User, Owner, or Admin.

  • Click Other Staff under the Caregivers menu.

  • Click the Edit icon to enter the staff’s profile.

  • Click the Schedule tab.

  • Click the Add Staff Schedule button.

  • Enter the following information:

  • Start and end dates of the meeting

  • Meeting Type (Internal meeting is default, configured in Office Settings).

  • Pay Unit Type (configured in Office Settings).

  • Participant(s) (this will show all caregivers and agency staff that are active in CareSmartz360. Select those whom you want to invite for the meeting).

  • Click the Save button which will add the meeting to all the invited users’ calendars.

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