Getting started¶
Goal: "I'm new to CareQB. Where do I begin?" Get ready for your first day, learn your way around, and, if you're an admin, get your agency set up.
How CareQB fits into your day¶
CareQB sits on top of your existing scheduling software and replaces your office phone system.
- You still build the schedule in your scheduling software. It stays the source of truth.
- CareQB syncs your clients, caregivers, and shifts, so every text and call is tied to the right people and visits.
- Caregivers and clients text and call one shared agency number, and your whole team works those conversations together in CareQB.
Guides in this section¶
| Guide | Read it to… | For |
|---|---|---|
| Getting started with CareQB | Log in, install the app, set your notification rules, send your first text and call, recognize a callout, and send your first fill-in request | All users |
| Navigating CareQB | Learn what's in the sidebar, the top bar, and the Home screen, so you always know where to go | All users |
| Admin setup checklist | Work through your agency's setup in order: phone numbers, your team, call routing, greetings, after hours, automated messages, automations, integrations, client and caregiver data, and billing | Agency Owners & Admins |
Where to start¶
- Schedulers: read Getting started with CareQB, then Navigating CareQB.
- Owners and Admins: read those two, then work through the Admin setup checklist.
After that, use How do I… to find the guide for whatever you need to do next.