Top of the sidebar

• Organisation switcher — shows your organisation name and your role (e.g. Admin).
• Search — jump to any participant, note or document. Shortcut: ⌘K / Ctrl+K.
• Ask AI — ask questions about your data in plain English. Shortcut: ⌘J / Ctrl+J.

Main

• Dashboard — your daily overview of what needs attention.
• Participants — full profiles, plans, budgets and contacts.
• Organisations — plan managers, support coordinators and other providers you work with.
• Calendar — upcoming appointments, reviews and internal events.
• Staff — your team members, roles and availability.

Care

• Case Notes — log, review and approve notes against each participant.
• Documents — service agreements, consents, incident reports.
• Reminders — plan reviews, check-ins and internal handovers.
• Compliance — track expiring documents, checks and required training.

Finance

• Funding — plan budgets and quarterly funding allocations.
• Timesheets — logged hours ready to convert into invoices.
• Invoicing — drafts, sent invoices and plan-manager status.

Settings

At the very bottom of the sidebar, Settings is where you manage your organisation details, branding, integrations and user access.

Collapsing the sidebar

Use the toggle at the top of the sidebar to collapse it to icons only — helpful on smaller screens or when you want more room for tables.