Schedule

Guides & manuals

Role-specific onboarding + user manuals, plus step-by-step walkthroughs.

What's new
Recent improvements, newest first.

Read or download by role

Org admin
Org Admin Guide
Set up locations and providers, manage your plan and billing, and roll CAIER out across your organization.
Read in-app PDF
Scheduler
Scheduler Guide
Set up shift types, rules and holidays, build with CASE, use date pins, locks and trimming, handle requests, and publish.
Read in-app PDF
Provider (MD / PA / NP)
Provider Guide
Sign in, sync your calendar, view shifts, swap and pick up shifts, request time off, set preferences and notifications.
Read in-app PDF
How Meri works
What Meri can do, her limits, how to request a skill, and how to send feedback.
Ask Meri
Get an instant, guided answer to any "how do I…" question.

Scheduler walkthroughs

Getting started (new account walkthrough)
Sign up for the 60-day free trial, pick a plan, create your hospital, add shift types and providers, build with CASE and publish.
Create a manual schedule
Add providers, create shift types, set preferences, fill the grid by hand, pin dates, and publish.