Booked · Meet-and-greet
- Who:
- Jordan M. and Karen M., with Aisha K.
- When:
- Thursday 10am
- Where:
- Jordan's home, Ipswich
- Confirmed:
- Karen replied YES
Animated example of worker matching. Three workers are compared against the roster, Aisha K. is proposed as the best fit with reasons, the team approves, a Thursday 10am meet-and-greet is booked and Karen is sent an SMS. The first shift is booked for Monday 9am.
Some referrals are accepted without a worker to match, then stall for weeks. Nell checks capacity before anyone says yes, and keeps going until the first shift happens.
Connects to your rostering system, or asks your team for a one-tap capacity check each week.
Worker matching is the "Match: worker matching" add-on for Team plans, included in Enterprise. Booking, follow-up and waitlists are in every paid plan.
Set your service areas, supports, capacity and templates once. Connect your inbox, form and phone line, usually in under an hour.
Nell replies in minutes, reads every document, checks funding, records consent and hands anything sensitive to a person.
The agreement is signed, the first meeting is booked, the referrer is updated and everything is written back to your system.
Nell does more than answer. See what happens next.