# Elate

## Docs

- [Customising Your Elate Profile and Preferences](https://docs.elateuk.com/account/customising-your-account.md): Learn how to update your personal details, employment information, and availability settings across all three tabs of your Elate profile.
- [Adding and Managing Your Elate Team Members](https://docs.elateuk.com/account/managing-team-members.md): A step-by-step guide to adding new team members, adjusting their roles and permissions, and resolving common login issues in Elate.
- [Reset Your Elate Password or Temporary Password](https://docs.elateuk.com/account/resetting-password.md): Follow these steps to reset a forgotten Elate password or replace a temporary first-time password with a permanent one of your own choosing.
- [Managing Your Elate Subscription and Billing](https://docs.elateuk.com/billing/managing-subscription.md): Learn how Super Admins can update payment methods, download invoices, and manage their Elate subscription directly from within the platform.
- [Elate Pricing: Role-Based Plans for Care Teams](https://docs.elateuk.com/billing/pricing.md): Elate charges per active staff member based on their role — not per service user. Explore plans, estimate your cost, and start a 30-day free trial.
- [How to Archive or Deactivate a Support Recipient](https://docs.elateuk.com/faqs/archiving-recipients.md): Learn how to archive a support recipient in Elate by setting their status to Inactive, and understand what that change means for their records.
- [Login Troubleshooting: Passwords, Sessions, and Access](https://docs.elateuk.com/faqs/login-issues.md): Answers to common Elate login questions — including invitation emails, saving passwords, unexpected sign-outs, and resetting your password.
- [Fixing Support Recipient Search Issues in Elate](https://docs.elateuk.com/faqs/support-recipient-search.md): Find out why the support recipient search may not appear to work, and which search bar to use to correctly filter your recipient list.
- [Visits and Notes: Common Questions Answered](https://docs.elateuk.com/faqs/visit-and-notes.md): Answers to common questions about managing support visit statuses, adding expenses and mileage, and editing or adding notes to visits in Elate.
- [How to Set Up and Manage Client Contracts in Elate](https://docs.elateuk.com/finance/contracts.md): Create and manage client contracts in Elate — define service rates, assign clients, set weekly hours, and control your billing configuration.
- [Recording and Tracking Expenses and Mileage in Elate](https://docs.elateuk.com/finance/expenses-mileage.md): Record, edit, and review carer expenses and mileage claims linked to support visits — and understand how they flow into invoices and reports.
- [Generating, Sending, and Managing Invoices in Elate](https://docs.elateuk.com/finance/invoices.md): Learn how to use the Reports tab to generate invoices from completed visits, then send and track them through to payment in the Invoices tab.
- [Finance Dashboard: Reports, Invoices, and Contracts](https://docs.elateuk.com/finance/overview.md): Manage your organisation's billing and contractual processes in one place. Learn how to navigate the Finance Dashboard's three core tabs.
- [How to Log In, Access, and Use Elate on Any Device](https://docs.elateuk.com/getting-started/accessing-elate.md): Learn how to log in to Elate at app.elateuk.com, use the Remember Account option, and add Elate to your mobile home screen for faster access.
- [Elate Glossary: Definitions of All Key Platform Terms](https://docs.elateuk.com/getting-started/glossary.md): A plain-language reference for all the key terms and concepts used across the Elate platform, for carers, support workers, and managers alike.
- [Getting Started with Elate: Care Management Platform](https://docs.elateuk.com/getting-started/introduction.md): Elate helps care providers, enabling services, and support teams manage planning, scheduling, notes, finance, and reporting from one platform.
- [Getting Started When Invited to Elate as a Team Member](https://docs.elateuk.com/getting-started/invited-as-team-member.md): If your manager has invited you to Elate, follow these steps to activate your account, complete your profile, and get ready to support your clients.
- [Navigating Elate: Dashboard, Menus, and Key Sections](https://docs.elateuk.com/getting-started/navigating-elate.md): Understand the Elate home page, side menu sections, and account name dropdown so you can find any feature quickly after you log in.
- [Set Up Your Elate Account as an Organisation Manager](https://docs.elateuk.com/getting-started/set-up-your-account.md): Learn how to create your organisation's Elate account, secure it with a strong password, invite your team, and manage your subscription.
- [How to Create a Support Activity on the Schedule](https://docs.elateuk.com/schedule/creating-support-activities.md): Step-by-step guide to creating, scheduling, and editing support activities in Elate, including recurrence, carer assignment, and sharing.
- [Scheduling Group Activities for Multiple Clients](https://docs.elateuk.com/schedule/group-activities.md): Learn how to create and manage group activities in Elate, scheduling shared sessions for multiple support recipients at once with auto-checkout support.
- [Using the Elate Schedule to Manage Your Rota](https://docs.elateuk.com/schedule/using-the-schedule.md): Learn how to navigate the Elate Schedule, switch between Timeline, Week, and Day views, read event colour codes, and manage your team's rota in real time.
- [Adding and Managing Support Recipients in Elate Care](https://docs.elateuk.com/support-recipients/adding-managing-recipients.md): Learn how to create support recipient profiles, navigate their dashboards, update personal details, and manage allergy information in Elate.
- [Accessing and Managing Incidents and Safeguarding in Elate](https://docs.elateuk.com/support-recipients/incidents-safeguarding.md): Learn how to report, find, edit, and download incident and safeguarding reports in Elate, and how to raise reports directly from a support activity.
- [Managing e-MAR Electronic Medication Records in Elate](https://docs.elateuk.com/support-recipients/medication-emar.md): Learn how to add, schedule, and record medication administration using Elate's e-MAR system, including how to interpret medication status indicators.
- [Scheduling and Managing Support Activities in Elate](https://docs.elateuk.com/support-recipients/support-activities.md): Learn how to schedule, start, document, and close support activities in Elate, including adding notes, reporting incidents, and working offline.
- [Support Plans: Creating Tasks and Packages in Elate](https://docs.elateuk.com/support-recipients/support-plans.md): Learn how to build support plans in Elate by creating tasks, grouping them into packages, and managing them with bulk actions and scheduling tools.
- [Elate Release Notes — December 2024](https://docs.elateuk.com/updates/december-2024.md): December 2024 adds UK date formatting, expanded Team Member profiles, new support types, improved activity details, and account status for team members.
- [Elate Release Notes — January 2025](https://docs.elateuk.com/updates/january-2025.md): January 2025 brings list sorting, inactive member visibility, recipient status tabs, support plan duplication, and quick profile navigation from events.
- [Elate Release Notes — June 2026](https://docs.elateuk.com/updates/june-2026.md): June 2026 adds support plan versioning, review dates, smarter activity creation, flexible care packages, schedule sharing, and a Finance Dashboard.
- [Elate Release Notes — March 2026](https://docs.elateuk.com/updates/march-2026.md): March 2026 delivers smoother scheduling, improved navigation, new finance and invoice tools, expense tracking, PDF notes, and group activities.
- [Elate Release Notes — November 2025](https://docs.elateuk.com/updates/november-2025.md): November 2025 launches the Finance Module, group activity scheduling, expense and mileage reporting, notes search and export, plus stability fixes.