Feature Toggles
AdministratorsSettings & Configuration
Enable and disable platform features.
Accessing Feature Toggles
- Go to Settings → Features
- Toggle features on or off
Core Features
Always available — cannot disable:
- Client Management
- Team Management
- Scheduling
- Basic Reports
Optional Features
| Feature | Description | Default |
|---|---|---|
| Chat | Team messaging | On |
| Announcements | Company-wide posts | On |
| Incidents | Incident reporting | On |
| Goals & Tasks | Client goal tracking | On |
| Transportation | NEMT management | Off |
| Achievements | Staff recognition | Off |
Plan-Based Features
Some features require specific plans:
Grow Plan
- Basic features
- Limited team size
Scale Plan
- Recruitment module
- E-signatures
- Full onboarding
- Advanced reports
Toggling Features
Enabling
- Find feature toggle
- Click to turn On
- Feature available immediately
- Staff sees new menu items
Disabling
- Click to turn Off
- Confirm if prompted
- Feature hidden from menus
- Existing data preserved
Feature Details
Chat
When enabled:
- Team chat in sidebar
- Direct messages
- Group conversations
When disabled:
- Chat menu hidden
- Existing messages preserved
Transportation (NEMT)
When enabled:
- Transportation tab on clients
- NEMT request forms
- Broker management
When disabled:
- Transportation options hidden
- No NEMT scheduling
Achievements
When enabled:
- Achievement tracking for staff
- Recognition badges
- Performance gamification
When disabled:
- Achievements hidden
- Focus on core metrics only
Recruitment
Scale plan only. When enabled:
- Job postings
- Application tracking
- Onboarding workflow
Impact of Disabling
| What Happens | What's Preserved |
|---|---|
| Menu items hidden | All data |
| New entries blocked | History |
| Staff can't access | Reports |
Re-enable anytime — data remains.
Tips
- Start minimal — Enable as needed
- Train before enabling — Ensure staff understands
- Review quarterly — Disable unused features
- Check plan limits — Some require upgrades
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