Plan Availability: ✔️ Starter | ✔️ Professional | ✔️ Business
Not subscribed to one of these plans? Please contact our Customer Success Team.
If you signed up for 25 or more users per month, our team would be more than happy to complete a one-time bulk upload of caregivers and admins to your dashboard to get you started. Caregivers will also be automatically enrolled in the classes in your agency's training curriculum.
Not interested in a bulk upload or signed up for less than 25 users? You'll be pleased to learn that adding a new caregiver shouldn't take longer than a minute! Check out the instructions here.
In order to upload your caregiver information, we'll need a little help from you. Download our caregiver spreadsheet using this Caregiver Bulk Upload Template and add your caregivers' information.
If you have ClearCare, click here to view instructions on how to export your caregivers' information directly from ClearCare.
(Please select the “Download” option once you select either of the above links)
Once you've gathered your caregivers' information, email it to firstname.lastname@example.org using the following subject line template: "Agency Name - City, State Caregiver Info."
Our team will upload your caregivers once we have verified that you have provided all the information required to do a bulk upload.
Please note that all of the caregivers listed in your submitted spreadsheet will receive a welcome invite to set up their passwords when they are uploaded to your dashboard.
We recommend that you review your Curriculum since it determines which classes will automatically be assigned to your caregivers. You can find more information on how to check your initial and annual curriculum here.