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How do I assign a carer to a client?
How do I assign a carer to a client?

Manage the carers who look after specific clients

Owen avatar
Written by Owen
Updated over 10 months ago

A carer needs to be assigned to a client before they can see their to-do's and have their faces showing on the home screen.

This is the view of the home screen in the app for a carer not assigned to any clients:

Versus the view of a carer assigned to 2 clients:

The default setting is that every client is automatically assigned to every carer.

If your clients are only looked after by certain carers (i.e. on a strict keyworker basis), you can set this up by limiting which carers are assigned to each client.

Step 1: Head to the clients list and select a client profile, then scroll down to the 'Site related information' section and click the pencil icon to edit

Step 2: Uncheck the 'assign to all carers' option and select the carers you would like to assign

Once saved, you will be able to see all assigned carers from the client's profile page

Carers will see the changes made from the next time they unlock the app.

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