Provider Guide

Your scheduler builds the roster. You view your shifts, sync them to your calendar, swap or pick up shifts, request time off and set preferences — all in one place.

1. Open the invite email you received, or go to er.caier.ai and enter your work email.
2. If your account was set up for you, we email a one-time code (or text it, if you've verified a phone). If you're creating your own account, you'll choose a password; after that you can sign in with a code, a passkey or Use my password instead.
3. Optionally add a passkey (Face ID, Touch ID or Windows Hello) so the next sign-in is one tap. From a phone that's already signed in you can also approve a computer: choose Other sign-in options there, then tap the matching 2-digit number on your phone.
4. You'll land on My schedule.

1. Open My schedule → Calendar sync.
2. Choose Add to my phone calendar, or Copy URL and add it as a subscribed calendar in Apple, Google or Outlook.
3. Published changes and swaps appear the next time your calendar app refreshes (about hourly; Google can take longer).

Tip: The link is private. If you shared it by accident, tap Rotate URL to invalidate the old one, then subscribe again with the new link.

• My schedule — your shifts as a list or a month calendar. In the calendar, tap a shift for its date, site and hours, and to propose a swap, give it up or ask for the day off.
• Team schedule — the whole location, read-only for providers.

• Trade with a colleague — open the shift in My schedule and choose Propose swap. Pick a colleague and, optionally, one of their shifts.
• Offer it to anyone — choose Give up, or use New swap request on Swap shifts and leave the recipient empty.
• A named colleague gets an in-app alert (plus push or SMS if they turned it on) and can Accept swap or Decline under Swap proposals for you. Open requests wait for your scheduler's approval. You're alerted when yours is accepted, declined or cancelled.
• Shift marketplace shows open shifts and colleagues' give-aways. Take it or pick up an open shift; you can also Propose 2-way trade. A pickup that creates a hard conflict (overlap, missing credential) is blocked; soft ones (FTE, preferences, days in a row) warn but allow.

• Time off & rules — request an Off request (you still owe your monthly hours) or Protected leave (hours reduced). Your scheduler approves each one. Holidays can't be requested off.
• Preferences — My schedule → My preferences: rate each shift type from strongly avoid to ideal, set your preferred FTE, streak limits, nights in a row, night grouping, start time, weekend priority and rest after nights.
• Required FTE and hard "never schedule" opt-outs are set by your scheduler. For a weekday preference, submit a rule from Time off & rules; your scheduler approves it.
• Add birthdays under Holiday preferences. Ask your scheduler to record a religious-holiday preference. Both are soft preferences — submit time off when a date must be protected.

• The bell shows in-app alerts for swap proposals and decisions and for time-off approvals.
• Turn on push, and SMS after verifying your phone, under Account → Notifications to hear about swaps right away.
• After a month is published you may get an email asking how the month felt.

Your calendar link is private and revocable. Your preferences are visible only to your scheduler and org admin. Time-off dates and reasons are visible to your location, so keep reasons general.

• Calendar not updating → wait for your calendar app's next refresh, or re-copy the URL from Calendar sync. Don't rotate it unless it leaked — that disables the old subscription.
• Missing shift → if your scheduler edited a draft, it appears after they publish.
• Can't sign in → use Resend code (check spam), try Other sign-in options, or ask your scheduler for help.

• 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.

Meri acts only for you: "request July 3–5 off", "give up my night on the 14th", "pick up the open day shift on the 20th", "accept Sam's swap", "rotate my calendar link", "I prefer at most 3 nights in a row". Calendar subscriptions, passkeys and push permissions stay on their own screens; she'll take you there.