Welcome!

Partner Guide to Booking Clients

1. Create a new password

  • From the intro email you will receive, click the link to reset your password and create a new one.

2. Enter your business address

Navigate to PROFILE

Once on your profile page click the pencil in the upper right corner (as per image)


Enter your cell phone number, then your address by typing in the box titled “Type to Fill from Google”.  As you type your address, you will find it among the choices Google is proposing.

3. Send out emails to your Caregivers

  • Using your company email, make sure to add your unique registration link (URL) and send an invitation to all of your existing caregivers
  • Once they accept and register on the Care4giver platform they will automatically be placed into your Care Team

AND / OR

  • If you wish to go through the C4G Caregiver listing, you can also do so.
  • Simply go through and evaluate their profiles. Click the heart in each of the profiles you wish to add to your Care Team
  • This will send each of them an invitation to join your Care Team which they can accept or not.
  • You need Caregivers to have accepted to be on your Care Team in order to create the bookings calendar for your clients

4. Create a Bookings Calendar for each client

  • Once you have Caregivers on your team, you can go ahead and create a calendar.
    NOTE: You will receive email confirmation for each Caregiver that accepts your invitation. You can also click on CARE TEAM in the menu and you will see that status of your invitations.

    Click Care Book on your screen
    Using the “Add New” button or directly on the calendar, select the time slots, days of the week and number of weeks ahead of time you wish to book for your client.

Select the days you require going through the guided menu

Make sure to look at each field paying attention to the number of weeks and which days you wish this specific block of time to last.

Note: If you need different hours for different days, you must repeat this step (i.e. 9am to noon can be booked across different days in 1 shot but if you have other days where the shift is from 3pm to 7pm, you must book it separately).

Note:  You can determine a Care Team (primary caregivers) and substitutes (your 2nd choice caregivers) so you can select which group you wish to invite to each Client’s Calendar.

 

  •  In order to be able to create care book bookings for your clients, you will have established with Care4giver a value of “credits” corresponding to the value of reservation for a period of one week to a month (the amount and period are confirmed together with you). 
  • The payment must made up-front by your client.  Care4 giver will bill you up-front as well.   This way, no one can be out of money after the work has been performed by the caregivers.
  • The money paid to Care4giver isn’t considered spent with the Caregiver until the booking has been completed (check-in and check-out done).   
  • The amount is deposited in your Care4giver account which you can see by clicking My Account.
  • Select Finish and you’re done
  • The caregivers in your Care Team will be notified and they can immediately accept the various time slots in the Calendar you just created.
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