Settings

Business rules that power routing, scheduling, and automation.

Home profile

Home name

City

Licensed beds

Owner

Visit hours

Tour days

Tour window

Buffer between tours

Evening operations (no tours)

Assessment days

Automation

Auto-confirm tours in open slotsSend 24h remindersAuto-request missing referral documentsFollow up on unanswered requests after 48hRun waitlist matching when availability changesRoute urgent (≤7 day) requests to owner review

Demo data

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