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Care Friends Portal
Care Friends Portal
How to navigate your Care Friends portal
37 articles in this collection
Written by
Nicola Ricketts,
Em,
and
Neil Eastwood
Deactivating an app user
How to de-activate an app user when they leave your organisation.
Written by
Em
Updated over a week ago
How to update your organisation's details
Update your logo, contact details or primary user
Written by
Nicola Ricketts
Updated over a week ago
How to make all users anonymous in the leaderboard
A step-by-step guide to making all users appear as anonymous on the in-app leaderboard
Written by
Em
Updated over a week ago
Removing points
How to remove points from an app user
Written by
Em
Updated over a week ago
Jobs
Suggested job ad wording
A values-based job description template
Written by
Nicola Ricketts
Updated over a week ago
Advice on writing your job advert
Our founder, Neil Eastwood, gives his top tips and template for creating an effective Care Friends job ad.
Written by
Neil Eastwood
Updated over a week ago
Adding a job
Add a job to your Care Friends portal, ready for app users to share
Written by
Em
Updated over a week ago
Editing a job
Need to make a change to a job? This article will show you how.
Written by
Em
Updated over a week ago
Duplicating a job
Save time by duplicating jobs and editing them
Written by
Nicola Ricketts
Updated over a week ago
Deactivating a job
How to deactivate a job so that it is no longer available to share
Written by
Em
Updated over a week ago
Candidates
Best practice for making initial contact with Care Friends candidates
Our founder Neil Eastwood explains why a phone call is the best way to make contact with your candidates
Written by
Em
Updated over a week ago
Progressing a candidate
A how to and best practice guide for progressing a candidate in your Care Friends portal
Written by
Em
Updated over a week ago
Manually adding a candidate
How to add candidates to your portal if the referral was made verbally
Written by
Em
Updated over a week ago
Filtering and exporting candidate data
How to filter and export data from your candidate area
Written by
Em
Updated over a week ago
Duplicate candidates
How to handle multiple expressions of interest from the same candidate.
Written by
Em
Updated over a week ago
Edit candidate details
How to edit a candidate's contact details, new to care status, role or referrer.
Written by
Em
Updated over a week ago
How to delete a candidate
How to submit a request to have a candidate deleted from the system.
Written by
Em
Updated over a week ago
Changing the date of a candidate update
Back-date or edit the date of a candidate milestone
Written by
Em
Updated over a week ago
Moving a candidate out of archive
Incorrectly archived a candidate? Had a candidate get back in touch and needing to move them back into live? This article will show you how.
Written by
Em
Updated over a week ago
How to undo a candidate update
A simple step-by-step guide to undoing the last update in a candidate's progress
Written by
Em
Updated over a week ago
Portal Users
Admin User Permissions
Explanations of the various permission options for admin users.
Written by
Em
Updated over a week ago
Inviting additional admin users to your portal
Learn how to invite colleagues who'll need access to the management portal as admin users
Written by
Em
Updated over a week ago
Edit admin user details including permissions
How to edit a portal user's name, email address, site or permissions.
Written by
Em
Updated over a week ago
Sites
Adding sites to your portal
Learn how to set up "sites" in your portal - the geographical areas, branches, locations or care/nursing homes within your organisation
Written by
Em
Updated over a week ago
Bonus Points
Bonus points
Bonus points ideas and a step-by-step guide to awarding them
Written by
Em
Updated over a week ago
Pre-registering staff
Authorise one new staff member to use the app
Have you got a new staff member who you would like to invite to use the app? Here's a guide to pre-registering and inviting them.
Written by
Em
Updated over a week ago
Authorise multiple staff members to use the Care Friends app
Getting ready for launch or have multiple new starters? This article will show you how to authorise multiple staff at once.
Written by
Em
Updated over a week ago
Sending invitations to download the app
Learn how to send Care Friends invitations to your staff by email and SMS
Written by
Nicola Ricketts
Updated over a week ago
Payment Requests
Payment request notifications
This guide will show you how to turn on payment request notification emails.
Written by
Em
Updated over a week ago
How to action payment requests
Our guide to managing payment requests.
Written by
Em
Updated over a week ago
'We could not approve this payment request' error message
What to do when you receive a 'We could not approve this payment request' error message
Written by
Nicola Ricketts
Updated over a week ago
How to export a list of payment requests
Step-by-step guide to exporting spreadsheet of payment requests for payroll.
Written by
Em
Updated over a week ago
Creating a payment request on behalf of an app user
How to create a payment request from your Care Friends portal
Written by
Em
Updated over a week ago
Sending Notifications
Creating and sending a push notification
How to create and send notifications including how to schedule a notification to be sent.
Written by
Em
Updated over a week ago
Best times to send notifications
Our guide to the best days and times to schedule app push notifications
Written by
Em
Updated over a week ago
App Welcome Message
Setting up a custom app welcome message
When staff open the app for the first time they will receive a welcome message. This article will show you how to customise the message.
Written by
Em
Updated over a week ago
Resizing your welcome message image
Need help making your app welcome message photo the correct size? Here's our guide to re-sizing your image so it will upload successfully
Written by
Em
Updated over a week ago