Set up your agency in 8 steps

1. Your agency's legal name, phone number and province or state.
2. A list of your clients: full name, phone, email, date of birth, home address, monthly hours you have agreed.
3. A list of your workers: full name, phone, email, home address, pay rate, work status and its expiry date.
4. What you charge each client per hour, and what you pay each worker per hour.

Why: every screen below asks for these. Having them in front of you is the difference between 30 minutes and a whole afternoon.

1. Open care.mydoller.com and choose New agency? Create account.
2. Enter your email and a password. Open the confirmation email and click the link.
3. Fill in the registration form: legal name, operating name, agency phone, country, province or state.
4. Pick a colour theme for your agency.

You now have: an agency with a 14-day free trial, and you are its owner.

1. Menu → Your agency: upload your logo and check your name and theme.
2. Menu → Pay rules: set when overtime starts (hours in one day) and the overtime rate.
3. Set the holiday pay rate, and the holiday rate you charge the client.
4. Check the holiday list and add or remove dates to match your province.

You now have: pay and billing that follow your own rules, used automatically every month.

1. Menu → Clients → + Add client.
2. Fill in name, phone, email, date of birth, home address, gender, diet, monthly allocated hours and shifts per day.
3. Set what help they need: bathing, toilet, languages, and whether they want a male or female worker only.
4. Add the emergency contact: name, phone and email. This is who the office calls first in an emergency.
5. Save, then press Update location from address on the client record.
6. Set the hourly rate you charge this client.
7. Optional: Service rules for holiday pauses and days they never want service.

You now have: a client the app can match workers to, and an address GPS attendance can check against.

1. Menu → Workers → + Add worker.
2. Fill in name, phone, email, home address, gender and pay rate.
3. Set the work status (Citizen, PR, PGWP, LMIA, Open, Green card, Work visa, Other) and its expiry date if it has one.
4. Set the daily hour limit and the monthly minimum and maximum hours.
5. Tick what they can do: bathing, toilet, cooking, and their languages.
6. Menu → Documents: set the expiry date on each police check and certificate you uploaded.

You now have: workers the app can match, and warnings 30 days before any permit or document runs out.

1. Menu → Invitations: invite a worker or a client.
2. For a client, first open their record and press Enable portal, then send the invitation.
3. Menu → Agency team: invite your manager and your payroll person. Only the owner can do this.
4. Tell them to check spam if the email does not arrive in a few minutes.

You now have: workers who see their own visits on their phones, and family who can see the schedule.

1. Menu → Schedule → + Create shift.
2. Pick the client, date, start time and length. Shifts are whole hours.
3. Set travel time so the same worker is not booked somewhere else right after.
4. Menu → Replacement drafts: the app ranks the best workers. Approve the one you want.
5. To drop a visit, press Cancel visit on the schedule row. Only owners and managers see this.

You now have: a live schedule that respects hour limits, languages, worker preferences, travel time and days off.

1. The worker taps Reached at the client's home and Leaving at the end. Their phone location must be on.
2. The worker writes the service note. That completes the visit and locks the paid hours.
3. If a worker cannot come, they press I can't come and the app proposes replacements.
4. In an emergency the worker presses Urgent: get help now. You and the family are alerted at once.
5. Menu → Urgent & records: close the alert after you have called, and record any complaint or incident.
6. Menu → Attendance log: see who was where and when.

You now have: proof of every visit, and a warning 15 minutes after a start time if nobody has clocked in.

1. Menu → Financial drafts: generate the worker pay statements for the month.
2. Check the lines. Holiday and overtime hours are shown separately.
3. Generate the client invoices and check them the same way.
4. Press Approve on each one you are happy with.
5. Export what your bookkeeper needs with the Export button on Schedule, Clients or Workers.

You now have: pay and invoices built from real clocked hours, not from memory.

• Skipping the address lookup. No location means attendance cannot be verified, and you lose your proof of visit.
• Inviting with a different email. The invitation only works for the exact email on the client or worker record.
• Leaving a worker's permit expiry blank. You then get no warning before it runs out.
• Ignoring the overtime setting outside Alberta. It starts switched off, so hours are paid flat until you set your province's rule.
• Approving a draft invoice without reading it. Once approved, it stays as it is even if you fix the rate afterwards.