Quick start: your first week with Teiro

This guide walks you through the essential steps to go from a blank slate to a running roster in a few days.

Day 1 — Organisation setup

Configure your organisation details, timezone, and notification defaults. Invite your admin users.

Day 2 — Add your customers

Work through your customer list and create records for each participant. Upload existing care plans as PDFs or begin drafting them in Teiro.

Day 3 — Add your carers

Invite carers via email. Enter their qualifications, certifications, and upload required documents (police check, working with children check, first aid, etc.).

Day 4 — Create your first jobs

Use the Scheduler Board to create jobs and assign carers. Set up recurring jobs for regular visits to save time on future scheduling.

Day 5 — Go live

Review the week's roster, confirm carer assignments, and let your team know they can start using the Teiro carer app for check-ins. Worth doing in the same sitting: get client messaging running so day-of contact goes through Teiro instead of a personal phone from week one - see Setting Up Client Messaging in Teiro.

For the whole product end to end rather than one task, see the complete user guide.