Mobile apps
This section provides articles and advice for users accessing Lumary CM through mobile applications.
- How to transition from the Lumary App to the Lumary CM Mobile Experience
- Get started with the Lumary CM Mobile Experience
- Accept or decline shifts
- Start a shift
- End a shift
- Track the amount of time spent at an appointment
- Track travel time to and from appointments
- Track the transport of one client or a group of clients
- Cancel a client's appointment
- Clock off outstanding shifts
- Navigating the homepage and viewing client details
- Add a case note
- Capture a client's signature of attendance
- Record an incident
- Capture feedback
- How to set up users to use the Lumary CM Mobile Experience
- Get started with the Lumary mobile app (app no longer supported)
- Allow a device to access information from a Lumary Salesforce environment