Schedule shifts, run recurring weekly or fortnightly rosters, and track who you're seeing when. Notes and invoices link to shifts automatically. Built for independent NDIS support workers.
Shifts repeat. Some get cancelled. Some run longer than planned. Some need notes before you forget. Clio handles all of it.
Set a shift to repeat weekly, fortnightly, or monthly. Choose how many to create up front. Edit or cancel just one, or the whole series.
When a shift ends, Clio knows. The shift moves to “action needed” if you haven't written the note yet, or “completed” once you have. No manual ticking.
Write a note from a shift and the times sync back. Invoice a shift and it's marked done. No double-entry, no manual tracking.
Glance at your week and see whose Tuesday, whose Thursday. Each participant gets their own colour so the calendar reads like your week, not a wall of identical cards.
Four views, one source of truth. Zoom in on today, scan the fortnight ahead, or check the month at a glance.
Two cards on the calendar surface: notes to write, invoices to send. Tap them to filter. Clear them by doing the work, not by ticking boxes.

“My shift notes take half the time and contain all the right details thanks to Clio's NDIS specific prompts.”
The calendar is one of six tools that come with every Clio account. Notes, invoicing, expenses, reports, and tax summary are all in the same app. No second subscription. No double-entry.
See the full toolkitEvery feature, every report type, every participant. No tiers. No upgrade gates. Nothing hidden behind a paywall when you finally need it.