Your first week, step by step
Set up your account & venues
Add your business and each venue you operate. Everything in Kelvio is organised per venue, so records, rosters and documents stay tidy across sites.
Choose your industry pack
Open Modules → Setup Concierge, pick your industry, and Kelvio switches on the right modules for you. You can install or remove any module anytime — your data is never deleted.
Build your team
In People, add staff with their personal details and qualifications. Kelvio tracks certificate expiries (RSA, Food Safety, First Aid) and warns you before they lapse.
Roster & communicate
Use Workforce to build compliance-aware rosters, then send them by email or SMS. Offer open shifts to the first to claim, and broadcast messages to the whole team.
Run daily operations
Tasks gives you Kanban boards, checklists and recurring jobs. Food Safety gives you state-specific temperature logs and programs you can edit, store, print and download.
Go paperless with Forms & eSign
Build custom forms with public links, and send contracts for legally-binding electronic signature with a full audit trail.
Let AI do the busywork
Drop a certificate or invoice into AI Assist and it extracts the details for you to approve. Record a voice note and it becomes a task.
Engage the experts
Need evacuation diagrams or compliance plans? Request them from Redline Plan Consultants in Pro Services and track progress end-to-end.
Pro tips to get more value
Add PINs to your time clock
Give each staff member a 4–6 digit PIN so clock-ins are accurate and buddy-punching is impossible.
Activate Food Safety for your state
Select your state once and get a ready-made food safety program plus temperature and cleaning records.
Batch your admin with AI
Photograph a stack of certificates and let AI Assist file them against the right staff in seconds.
Publish rosters early
Staff get email/SMS instantly and can claim open shifts — fewer no-shows, less back-and-forth.
Turn checklists into forms
Move paper checklists into Forms so every submission is timestamped, searchable and reportable.
Only pay attention to what you use
Hide modules you don't need in Marketplace to keep the app focused for your team.