Start a free trial as an agency

The door. At the bottom of For Home Health & Home Care Agencies are two buttons: Book a call and Start a Free Trial. Both open the same short form first, Tell us about your agency: your name, work email, company and job title, phone and state, your primary discipline of care, how many locations and clients you have, how many employees and whether they are 1099 or W-2, who pays for your clients' care, the system you use today and what you hope to accomplish, and your agreement to the Privacy Policy. It takes about a minute, and every demo link on that page leads to the same form.

The call. After Continue the page says Thank you, with the demo calendar right there: pick a day and a time, and your name, email, phone, company and title are already filled in, so nothing is typed twice. It takes 30 minutes and we do it on Zoom. If the calendar does not load, Open the booking page opens the same calendar in a new tab.

The trial. Start a Free Trial creates your agency as an organization on ExpressAgain the moment you tap Continue: your company's name, your state as its first location, and you as its first administrator. Your sign-in link is in your email; it is never shown on the page, because the email proves the address. If your email already has a sign-in, or someone from your company on the same work-email domain already started ExpressAgain, the page says so and sends you to sign in instead.

The box at the top of your workspace. Every page of your workspace carries one box under the header until the trial is done. On day one it reads Book your demo call within 3 days to keep your trial going, with Book the call and Later; Later hides it until your next sign-in. Once a call is on the calendar it reads Your demo call is on the calendar, with the day and time when we know it. After the meeting it reads Your trial is open through a day, and you get one email saying the same.

Paused. With no call on the calendar after three days the box turns red: Your trial is paused. Book your demo call and it opens again. Nothing you set up is lost. You can still look at everything you set up; every button and field is switched off until a call is on the calendar, and no email goes to your clients or your professionals while it is paused. Book the call opens the same calendar inside your workspace, and the box turns blue the moment you pick a time.

Inviting people after the call. Before your demo meeting you build the agency: your profile and listing on Settings, your locations, your policies and your invoice block. Inviting your team on Team and adding or enrolling clients on Patients open after the meeting; until then those pages show Inviting your team and your clients opens after your demo call. Set up everything else now. A client list can be imported before the call with Add without sending yet; the invitations go out after it.

Day one. On the Panel, under the box, Welcome, your company, and two chips: We're new opens a guided list in order (your profile and listing, your first worker, your first client, your templates); We're established puts the uploads first (your client list through the import, your roster through Team), then the same guided steps. Each step checks itself off from what your workspace already holds, and the invite steps read After your demo call until the meeting is held.