Hayylo Workflow Examples

Articles dedicated to helping you get the most out of hayylo when completing common tasks.

Worker Experience App

• Worker Experience App - Visit finalisation/Observations Survey Workflow

Getting Started with Hayylo

Understand how to setup your team for success

Hayylo App

• Customize Font Settings in Hayylo App
• How do I login into the app using email and password?
• How do I request a visit cancellation from within the app?
• How do I send a request from the app?
• How do I invite a friend or family member to the app?
• How do I download a photo from the feed?
• See all 12 articles

Social Feed

• What is the maximum video file size for posting to the social feed?
• What is the maximum image size for posting to the Social Feed?
• How do I remove a social feed comment from Hayylo?
• How do I create a Social Posting Group?
• How do I get started with Social Feed?

Campaigns

• How do I get started with Campaigns?

User Management

• How do I send an app invite to a client contact?
• What are Groups?
• How do I get started with Client Documents?
• How do I add a new client?
• How do I add a new user?
• How do I add a family contact/primary contact of a customer?

Configuration

• How do I turn on/off Smart Notifications for a client?

Actions

• How do I add a user to an existing Actions Routing Group?
• How do I use Actions Filters?
• How do I assign an Action to multiple people/groups?
• How do I know which clients to call for schedule changes?
• How do I find an open SMS conversation?
• What is the character limit of an SMS?
• See all 10 articles

Feature Overviews

Know more about the biggest features of Hayylo

Attributes

• What are attributes?

Notifications

• Hidden Workers
• Hayylo Notify - Automatic reminders for schedule changes

Actions

• Client Actions Export for Telstra HCM

What's New?

Announcements and updates from the team at Hayylo

Release Notes

• Hayylo Platform Release Notes - 2024
• Hayylo Platform Release Notes - 2023
• Hayylo Platform Release Notes - 2022

New and Updated Features

• Allowing notifications in the Android app
• Disable comments in Social Feeds
• External App Links
• Deactivating and Reactivating Client in Hayylo
• Actions Summary Report - New Columns
• Smart Actions Enhancements
• See all 11 articles

Troubleshooting

Troubleshooting for Hayylo involves diagnosing and resolving issues users may encounter with the platform.

Troubleshooting

• Why can't I upload documents
• How do I add Hayylo to my desktop?
• Understanding Message Event Status
• Hayylo Insights - Cookies not currently available
• Why are the times inaccurate in Hayylo?
• How do I reset my password?
• See all 7 articles

Hayylo Implementation

Guides and resources to help your team implement Hayylo

Integration Support

• Document share integration for Procura
• Hayylo Adapter Installation Guide
• Document Delivery Import Guide
• What are the Hayylo Adaptor virtual machine and account requirements?

Developer Support

Find out more about the power of Hayylo integrations

Hayylo API Support

• Hayylo Inbound API - Integration Approach
• Hayylo API
• Hayylo Inbound API

Frequently Asked Questions (FAQ) for Hayylo App

Find answers to common questions and helpful insights to make the most of Hayylo.

FAQ

• FAQs