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Support activities are the individual visits and sessions you schedule for your clients. You create them directly from the Schedule, linking each one to a support plan, a set of tasks or packages, and an assigned carer. This guide walks you through the full process — from opening the creation flow to confirming the saved activity — and covers how to edit existing activities and share a client’s schedule externally.

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Creating a New Support Activity

1

Open the Schedule

Click Schedule in the left-hand menu to open the calendar.
2

Click Create and select Support Activity

Click the Create button at the top right of the calendar, then select Support Activity from the dropdown menu.
3

Select the Support Recipient

Choose the name of the client you are scheduling this activity for. Type into the search field to locate a recipient quickly.
4

Select a Support Plan, Tasks, or Packages

You will see a list of the active support plans, tasks, and packages linked to that client.
  • Scroll through the list to find the correct plan or package, or use the search bar to filter results as you type.
  • Select the task(s) or package(s) to include in this activity.
Click Next to continue.
Elate validates the tasks you add and automatically generates a clear support plan name, reducing the chance of errors at this stage.
5

Set the Date, Time, and Duration

Enter the date and start time for the activity, then specify the duration.If this activity repeats, click Select Recurrence and choose a recurrence pattern:
  • Daily — repeats every day
  • Weekly — repeats on the same day each week
  • Monthly — repeats on the same date each month
Click Next to continue.
6

Assign a Carer

Select the team member who will deliver this support activity. Only active team members appear in the assignment list.
7

Save and Confirm

Click Save at the bottom right corner of the screen. Follow the confirmation prompt to finalise the creation of the support activity. The event will appear immediately on the Schedule.

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Starting a Support Activity

When it is time to begin a visit, the carer opens the activity and checks in.
1

Open the activity on the Schedule

Click the support activity from the calendar to open the details panel.
2

Click Check In

Click Check In at the top right of the details panel to start the visit. From June 2026, a confirmation warning appears before check-in is confirmed — carers should read this carefully to avoid accidental or mistimed check-ins.

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Ending a Support Activity

1

Tick completed tasks

Within the activity, tick each task as completed and click Save Task Update to save your progress.
2

Record notes

Ensure all relevant notes are recorded in the Notes Tab before ending the visit.
If you attempt to end an activity without marking tasks as completed, a prompt will notify you to complete this step first.
3

Click End Shift

Once all tasks are marked and notes are finalised, click End Shift to complete the support activity.

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Editing an Existing Activity

You can update any support activity after it has been created — for example, to change the carer, adjust the time, or modify tasks.
1

Click the event on the Schedule

Open the Schedule and click the event card you want to update. This opens the event details panel.
2

Click Edit

Click the Edit button in the event details panel.
3

Make your changes and save

Update any fields — date, time, duration, assigned carer, or tasks — then save your changes. For recurring activities, you will be prompted to choose whether to edit only this occurrence or all future occurrences.
If an activity is overdue, you can still open it and edit the status. This is useful when a carer completed a visit but forgot to check out.

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Adding Notes to a Support Activity

Notes allow you to leave important information for the carer delivering the visit, or to record observations after a visit is complete.
  • Open the support activity and click the Notes Tab.
  • Type your note and click Save.
  • Toggle Handover Notes at the bottom of the note if it requires special attention — handover notes are highlighted in red so they stand out.
  • Use the edit or delete icons to update or remove a note at any time.
You can add notes to an activity before it begins. A red notification icon appears next to the Notes tab to alert the assigned carer that a note is waiting for them.
To view all notes recorded for a client — including those not linked to a specific activity — navigate to the Notes Tab in their client dashboard.

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Getting Activity Details Offline

If you or a carer will be working in an area without internet access, you can retrieve the activity details before you go.
1

Open the support activity

Click the event on the Schedule to open the details panel.
2

Click Get Details Offline

Click Get Details Offline. Elate sends an email to your inbox containing all the activity details and tasks.
3

Access the email offline

Open the email on your device before you lose connectivity. All the information you need is available in the email without needing to log in to Elate.

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Sharing a Client’s Schedule by Email or PDF

You can share a client’s full schedule with them, their family, or another professional directly from the Schedule.
1

Open the client's schedule

Navigate to the Schedule and filter by the Support Recipient you want to share the schedule for.
2

Choose your sharing method

  • Click Email to send the schedule directly to a recipient’s email address.
  • Click Download PDF to generate a PDF version that you can print or attach to a message.
Sharing a schedule as a PDF is ideal for handing over to a new care provider or including in a review meeting pack.

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Reporting Incidents or Safeguarding Issues

If something occurs during a support activity that requires reporting, you can raise it directly from within the activity.
  • Click Report Incident to open the incident reporting page and complete the required details.
  • Click Report Safeguarding to open the safeguarding reporting page and record the concern.
Both options are available from the event details panel, keeping your records linked to the relevant support activity.