Guide
Caire Help Center
Find practical guides for using Caire from the first schedule to daily follow-up: what data is needed, how to read the solution, and how the calendar, comparison, and analysis fit together.
Two types of help
Start with a guide, then open the field reference when you need detail
Guides
10 guides in onboarding order
This is the same order as the article side menu. The 11 reference pages are field and resource details, not extra guides.
- 1How Caire works before the first scheduleAdd organization, service area, employees, clients, and visits in the right order so Caire can create the first schedule.Read guide: How Caire works before the first schedule
- 2From first schedule to better solutionFollow the full loop from first schedule to stronger operations: create a solution, read the recommendations, complete the data, and run again.Read guide: From first schedule to better solution
- 3Optimization readinessSee which data is enough for the first schedule and which extra fields unlock stronger continuity, efficiency, and diagnostics.Read guide: Optimization readiness
- 4Client data for continuityHow Caire uses designated caregivers, preferred caregivers, and districts to protect continuity.Read guide: Client data for continuity
- 5Employee data for routing and costHow costs, shifts, and districts are used in routing and capacity analysis.Read guide: Employee data for routing and cost
- 6Districts and coverageHow districts reveal local demand, local capacity, and routes that cross the wrong area.Read guide: Districts and coverage
- 7Flexible start time and visit chainsHow Caire uses each visit's preferred flexible start time, optional extended flexibility for non-time-critical visits, and visit chains.Read guide: Flexible start time and visit chains
- 8Schedule diagnosticsHow Caire connects schedule health to missing data, bottlenecks, scenarios, and the next best action.Read guide: Schedule diagnostics
- 9Calendar, solutions, and follow-upHow to review the calendar first, compare solutions, and use analysis for the next action.Read guide: Calendar, solutions, and follow-up
- 10The AI assistant: chat with your scheduleAsk questions about the schedule in plain language and let the AI assistant answer with numbers from the solution, diagnostics, and continuity context.Read guide: The AI assistant: chat with your schedule
Start correctly
Understand organization, settings, and service area before the first schedule.
How Caire works before the first schedule
Add organization, service area, employees, clients, and visits in the right order so Caire can create the first schedule.
Read guide: How Caire works before the first scheduleOptimization readiness
See which data is enough for the first schedule and which extra fields unlock stronger continuity, efficiency, and diagnostics.
Read guide: Optimization readinessAdd capacity
Employees, shifts, skills, districts, availability, and cost.
Employee data for routing and cost
How costs, shifts, and districts are used in routing and capacity analysis.
Read guide: Employee data for routing and costDistricts and coverage
How districts reveal local demand, local capacity, and routes that cross the wrong area.
Read guide: Districts and coverageAdd demand
Clients, care plans, visit templates, time windows, and continuity.
Client data for continuity
How Caire uses designated caregivers, preferred caregivers, and districts to protect continuity.
Read guide: Client data for continuityFlexible start time and visit chains
How Caire uses each visit's preferred flexible start time, optional extended flexibility for non-time-critical visits, and visit chains.
Read guide: Flexible start time and visit chainsCreate schedule
Materialize a period from service area, employees, clients, and visits.
Improve the solution
Read metrics, diagnostics, and bottlenecks before changing standing data or rerunning.
Schedule diagnostics
How Caire connects schedule health to missing data, bottlenecks, scenarios, and the next best action.
Read guide: Schedule diagnosticsCalendar, solutions, and follow-up
How to review the calendar first, compare solutions, and use analysis for the next action.
Read guide: Calendar, solutions, and follow-upOperate daily
Use the calendar, AI assistant, and planner-approved scenarios for changes.
The AI assistant: chat with your schedule
Ask questions about the schedule in plain language and let the AI assistant answer with numbers from the solution, diagnostics, and continuity context.
Read guide: The AI assistant: chat with your scheduleCalendar, solutions, and follow-up
How to review the calendar first, compare solutions, and use analysis for the next action.
Read guide: Calendar, solutions, and follow-upFields and resources
Reference pages show field-level details, buttons, and how each resource is used when planners build the first schedule.
Organization
The care provider in Caire. This holds core details and fallback contact/location context.
Read resourceOperational settings
Defaults for staff, optimization, services, time slots, skills, and tags.
Read resourceService area
The planning boundary: the team, clients, employees, and period scheduled together.
Read resourceDistrict
A local area inside the service area for geographic matching.
Read resourceEmployees and shifts
The supply side of planning: who can work, when they work, and which skills they have.
Read resourceClients
The people receiving care. The client's address and care plan create demand.
Read resourceCare plan and visit templates
Recurring visits that later become dated visits in a schedule.
Read resourceSchedule
The dated planning period for one service area.
Read resourceSolutions
Caire's answer for a schedule: assignments, times, routes, and metrics.
Read resourceDiagnostics and data control
Explains what is missing and which bottlenecks limit the result.
Read resourceAsk CAIRE
The AI guide that explains current data and links to safe workflows.
Read resource