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Sending shift reminders

Goal: "Make sure everyone knows about this weekend's shifts." Send each caregiver, or each client family, one tidy message listing their upcoming visits.

Quick paths

I want to… Do this
Remind caregivers of their shifts this weekend Caregivers → Send Shift Reminders → Coming Weekend
Ask client families to confirm next week's visits Clients → Send client shift reminders → Upcoming Week
Remind one caregiver about one shift Calendar → click the shift → Create shift reminder
Do this automatically every week Recurring workflows → Caregiver Shift Reminders or Client Shift Reminders
See who confirmed Requests → Reminders

Remind caregivers

  1. Open Caregivers and click Send Shift Reminders.
  2. Choose the dates: Coming Weekdays, Coming Weekend, Upcoming Week, or Selected Dates.
  3. Review Caregivers to remind. Everyone with shifts in that range is included, and you can search to add or remove people.
  4. Edit the message. It must include {{shift_list}}, which CareQB replaces with each caregiver's own list of shifts.
  5. Send Reminders.

Remind clients

  1. Open Clients and click Send client shift reminders.
  2. Choose the dates (same options as above).
  3. Review Clients to remind. Each client's primary contact receives one message covering all their upcoming visits.
  4. Clients without a primary contact won't get a reminder. Add one from the client's profile first.
  5. To send to a different contact just this once, change it here. The client's usual contact stays the same.
  6. Keep {{shift_list}} in the message and click Send Reminders.

Following up

Reminders are tracked like a request. Open Requests → Reminders to see who has confirmed, declined, or not replied. From there you can:

  • Follow up with remaining recipients. This won't message anyone who already confirmed or declined.
  • Reopen with pending recipients to resend to people who haven't replied.
  • Close request, optionally with a closing message and an internal note.

If a reply needs action (for example, "Actually we're out of town Saturday"), CareQB flags it so you can update the schedule.

Tips

  • Pair client reminders with caregiver reminders before holiday weekends to catch mismatches early.
  • Make it automatic. If you send the same reminders every Thursday, set up a recurring workflow so it happens without you.
  • Exclude specific caregivers from automated reminders in their side panel → Automation Settings.