How do I…¶

Goal: I know what I want to get done. Point me to the guide that covers it.

This page is a directory of common tasks. Each row pairs a goal, written the way you'd say it, with the guide that covers it.

How to use it:

Pick the area you're working in. Tasks are grouped under headings like Fill shifts and Handle phone calls. Jump straight to one from On this page.
Find the closest goal in the I want to… column, and open the guide beside it. Some links go straight to the right section of a guide.
Start with the guide's Quick paths table. It's near the top of every guide, and for most tasks it's all you need.

A guide can appear under more than one goal. If your task isn't listed, try Search at the top of the page, browse the tabs, or email support@careqb.pro.

Get set up¶

I want to…	Go to
Log in and install CareQB on my computer and phone	Getting started
Find my way around the app	Navigating CareQB
Control when my phone rings and when I get notified	Customizing your notification rules
Take calls on my browser, phone, or desk phone	Setting up calls on web, mobile & desk phones
Connect a physical desk phone	Provisioning a desk phone
Make sure calls still work with a bad internet connection	Backup calling through your cell network

Communicate with caregivers, clients & my team¶

I want to…	Go to
Understand how conversations and threads are organized	How chats and threads work
Leave a note for a teammate or assign a follow-up	Keeping your office in sync
Reply faster with saved messages	Using message templates
Send a message later, or only if a shift is still happening	Scheduled messages
Text a filtered group of caregivers at once	Broadcasts & bulk messages
Remind caregivers or clients about their upcoming shifts	Sending shift reminders
Send a fax	Sending a fax

Handle phone calls¶

I want to…	Go to
Send callers to the right team ("Press 2 for scheduling…")	Routing calls with IVR & extensions
Record my agency's greetings and menu prompts	Configuring call greetings
Transfer a call to a teammate or an outside number	Transferring calls
Decide what happens when nobody answers	When nobody answers: voicemail & missed calls
Have calls answered after hours	Out of Office & after-hours VoiceAI

Fill shifts¶

I want to…	Go to
Fill a single open shift or callout	Filling a shift with a fill-in request
Fill several shifts at once, like this coming weekend	Filling multiple shifts at once (grouped requests)
See every open request and what's waiting on me	The Requests tab
Respond to a caregiver who called out	Handling callouts
Fill next week's open shifts automatically, every week	Recurring workflows
Collect and track caregiver availability	Caregiver availability
Make sure the right caregivers get offered the right clients	Client & caregiver profiles for better matches
Understand the AI "match score"	Qualitative matching
Track applicants before they're hired	Managing candidates

Let CareQB's AI and automations help¶

I want to…	Go to
Understand what CareQB's AI does and when it asks for help	Working alongside CareQB AI
Put recurring tasks on a schedule (reminders, weekly fill pushes)	Recurring workflows
Automate missed clock-in and late-arrival follow-up	AI help with clock-ins & late arrivals
Get a daily handoff or weekly summary of what happened	After Action Reports
Keep track of what we've learned about each contact	Contact Intelligence

Let caregivers & clients self-serve¶

I want to…	Go to
Let caregivers and families reach each other during a shift without sharing numbers	The Relay System
Share a how-to with clients or caregivers	Client & family guide · Caregiver guide

Administer my agency¶

I want to…	Go to
Set up CareQB for my agency for the first time	Admin setup checklist
Invite users and set roles and extensions	Managing users & roles
Find a specific agency setting	Agency Settings at a glance
Understand what syncs with WellSky, AxisCare, or Rosemark	How CareQB works with your scheduling software
Connect Slack	Connecting Slack