All Caregivers need a working phone number capable of receiving text messages. Their Caregiver profile needs to have that number set up as a primary number in the system.

  • Log into the system as an Agency User, Owner, or Admin.

  • Click Send Bulk Email/SMS under the Scheduling menu.

  • Enter the following information to search for the schedules you wish to send.

  • Start Date

  • End Date

  • Office

  • Status

  • Click the Search button to complete the search.

The search results is a list of Caregivers with schedules within your search criteria.

  • Click the boxes all the Caregivers that you want to send an email to.

  • Click the Send SMS button and the application will automatically compile the template containing the schedule basis information and will send to each caregiver’s phone number.

The SMS will look similar to the following format in the Caregiver’s cell number text message:

Dear <lastname, firstname>-

Please find your schedule details below:

1.) 2/7/2017 10:00:00 AM TO 2/7/2017 1:00:00 PM with Client Beck, Jonas
2.) 2/7/2017 3:00:00 PM TO 2/7/2017 5:00:00 PM with Client Ardise, Josh
3.) 2/8/2017 10:00:00 AM TO 2/8/2017 1:00:00 PM with Client Beck, Jonas
4.) 2/8/2017 3:00:00 PM TO 2/8/2017 5:00:00 PM with Client Ardise, Josh
5.) 2/9/2017 10:00:00 AM TO 2/9/2017 1:00:00 PM with Client Beck, Jonas

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