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Clipboard Mobile App Guide

Updated

The Clipboard mobile app lets you access your workplace's core Clipboard features on your phone. This guide provides an overview of each section available in the app.

For step-by-step tutorials on completing common actions in the mobile app, see Tutorials for the Clipboard mobile app.

For tutorials on the desktop app, see Tutorials for the Clipboard desktop app.

Downloading the App 

Download the Clipboard Workplace app using the links below, or scan the QR code with your phone's camera. If you are reading this on a mobile device, tap the QR code or link directly.

 

Schedule 

The Schedule page is where you manage your workplace's shift calendar. From here you can: 

  • View shifts organized by day (AM, PM, NOC columns) or by month 
  • Post new shifts for specific worker types (CNA, LVN, RN, etc.) 
  • Open a shift's details side panel to view fill progress, edit times, or remove the shift 
  • Use Add multiple shifts (Monthly View) to bulk-post shifts across several days 

To learn how to navigate and use the Schedule tab, see the Getting Started With the Schedule Tab guide.

 

Live Worker ETA

The Live Worker ETA page displays a map showing the estimated time of arrival for workers with upcoming shifts at your workplace. Use this to track when a worker is on their way.

 

My Professionals

The My Professionals page displays a list of workers who have booked shifts at your workplace. The page includes two tabs:

  • Past Professionals — workers who have previously completed shifts
  • Upcoming Professionals — workers with upcoming booked shifts

From this page, you can:

  • Search for a specific worker by name
  • Filter by All, Starred (favorites), or Blocked workers
  • Filter by license type
  • Open a worker's profile to view their shift history, rating, and documents
  • Chat with a worker, view their documents, or access more actions from the worker row

 

Chat

The Chat page allows you to message workers who have booked or recently completed shifts at your workplace. Use it to coordinate shift details, send time-change proposals, or communicate directly.
Chat conversations are organized with filters:

  • All — all conversations
  • Flex — marketplace shift-related conversations
  • Hiring — permanent hiring conversations
  • Starred — conversations with starred workers
  • Unread — conversations with unread messages

 

Billing

The Billing section in the navigation menu includes:

  • Upcoming Charges — view pending charges for booked and completed shifts, with the option to dispute individual charges
  • Invoice History — view past invoices, pay invoices, and submit disputes 
  • Contract Terms — review your workplace's billing terms, cancellation windows, and charge rates
  • Reporting — access billing and shift reports

For detailed instructions on disputing charges, see How to Dispute an Invoice or Upcoming Charge. Roles required: Admin or Billing Manager role, or a user with billing-specific permissions on the workplace account.
 

Management

The Management section in the navigation menu provides account administration tools: 

  • My Account — view and edit your workplace's profile information
  • Team Members — manage users on your workplace account and their roles (Admin, Staffing Coordinator, Supervisor)
  • Workplace Requirements — configure document requirements and workplace-specific settings that workers must meet before booking
  • Settings — adjust workplace preferences and operational settings

Additional Features

  • Charting — access charting tools for shift documentation
  • Workplace Rules Quiz — manage quizzes that workers complete before their first shift at your workplace
  • Browse Professionals — search for workers available in your area
  • Permanent Hiring — manage interview schedules, applications, and browse your talent pool for permanent positions
     

Still Have Questions?

If you need help navigating the app or have questions about any feature, contact support: