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Step-by-step guides for everything in Loup. Can't find what you need? Contact support.
Getting started
Your first login, setting your password and finding your way around.
Adding your team and choosing what they see
Give office staff their own login and control which pages they can use.
Running several locations
Several homes or branches in one system: each with its own manager, regulator and reports.
Staff records and compliance checks
Add staff, record checks like DBS and right to work, and see what is due.
Training matrix
Record training, see expiry dates and add your own courses.
Care plans and documents for the people you support
Upload care plans, risk assessments, consent forms and other documents to each person's record.
Supervisions, spot checks and audits
Log supervisions, spot checks, appraisals and audits, and attach documents.
Staff meetings
Record minutes, attendance and actions from team meetings.
Incidents and safeguarding
Record incidents, investigations, documents and lessons learned.
Complaints
Log complaints, meet your response deadlines and record what you learned.
Regulator notifications
Record what you reported to your regulator, and when.
Feedback forms and staff surveys
Collect feedback by link, on paper or by phone — and plan actions.
AI inspection-readiness review
See where you stand against your regulator's framework.
AI assistant
Incident reviews, complaint letters, monthly reports and asking questions about your records.
AI and your data
What the AI features use, what they never see, and what to tell your staff and the people you support.
Giving an inspector read-only access
Let an inspector or other professional view your records safely.
Connecting your rota system
Link a rota or scheduling system so carers and people supported are entered once and kept in step.
Service improvement plan
Keep every action to improve your service in one place, with owners, due dates and evidence.
Inspection evidence pack
One printable report of your key evidence for inspectors or your board.
Calendar and tasks
Plan reviews and meetings, and share tasks across the office.
Weekly email and calendar sync
Get what's due sent to you, and see it in your own calendar.
Settings and branding
Change your checks, intervals, training, sections and look.
Two-step login
Protect your account with a code from your phone as well as your password.
Importing staff and training from a spreadsheet
Bring your existing records across from Excel or another system.
Downloading all your data
A complete copy of your records and documents, any time.
Keeping and deleting records
Set how long records are kept, and delete them automatically when the time is up.
Billing and invoices
Update your card, download invoices or change your subscription.
Keeping your account secure
Passwords, signing out and keeping your records safe.