Care Friends Portal

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

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

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

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

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 ideas and a step-by-step guide to awarding them

Written by Em
Updated over a week ago

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 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

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

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