Getting started

1. On the sign-in page, click Start free trial.
2. Enter your first and last name, mobile phone, work email and a password of at least 12 characters. NPI is optional, and so is an invite code if your group gave you one. No credit card is needed.
3. We email you a confirmation code. Enter it to finish signing in, or tap the link in the same email.

After you sign in you'll see Choose your plan. Every account starts with a 60-day free trial on the plan you pick.

• Solo — just you: upload your schedule and sync your own calendar.
• Essentials — scheduling for a group: manual grid, imports, calendar sync and swaps.
• Intelligence — adds AI-assisted scheduling, circadian (CAI) analytics and rule management.
• Complete is available by request and adds learning from physician feedback.

After 60 days the workspace becomes read-only until you subscribe — nothing you built is lost. To change plans, use Talk to us about upgrading on Billing or contact support.

Under Where do you want to start? pick Start with an empty workspace to explore privately, or Set up my real hospital to onboard your team, then click Continue.

1. Enter your hospital name, city, state and ZIP, then click Create hospital. Your organization is created with a first location, and you become its org admin.
2. Add more locations any time from Locations with Add location.

1. Open Shift types and add every recurring shift: label, start and end time, category (Day, Mid, Night or Backup), days of week, allowed credentials, and location or sub-location.
2. Open People and click Add provider (name, credentials, optional email, FTE where 1.0 is full time). Org admins can add many at once with Bulk-import physicians or shifts from a file.
3. To collect each provider's preferences without an account, send them their personal link from Physician setup links.
4. Turn on the holidays your group observes in Holidays.
5. Write plain-English rules in Rules & voice, for example "no more than 3 nights in a row". Each rule can be switched on or off without rewriting it.

1. Open Schedule Creation and pick the month. In a multi-location organization, use the Locations picker — the selected locations build together.
2. Click Build month to run CASE, CAIER's scheduling engine. It fills every eligible shift while protecting approved time off, opt-outs, locks, credentials, rest rules and location limits. The completion panel lists open slots and providers below target.
3. Prefer to build by hand? Pick a provider in any cell instead — see Create a manual schedule.
4. Click Review & publish above the grid, then confirm. Providers see published shifts in My schedule and in their synced calendars.

1. If your scheduler gave you an invite code, enter it on the sign-up form; your provider profile links when you first sign in. No code? Ask your scheduler to link your account from People with Link to provider.
2. Open My schedule and click Calendar sync, then subscribe once in Google, Apple or Outlook.
3. Request time off in Time off & rules. To give up a shift, open it in My schedule and choose Give up, or post it in the Shift marketplace.

• Open Meri from the command strip under the header, or from Ask Meri. Type, or tap the mic (Speak to Meri) to dictate.
• Meri shows a preview of every change and waits for you to confirm. Building, publishing and deactivating also need a typed confirmation word.
• She can only do what your role allows. If she can't do something yet, click Ask the CAIER team to teach me this. For a poor answer, choose Send transcript and add a note.