Carers

Carers are the care workers who deliver visits to clients. Carerpoint supports a global carer model — a carer can work across multiple agencies (tenants).

Invite a carer

From the dashboard, go to Carers → Invite:

1. Enter the carer's email address
2. Select their role (carer by default)
3. The system sends an invitation email
4. Once accepted, the carer is linked to your tenant

Carer profiles

Each carer has:

• Personal info — name, email, phone, address
• Qualifications — DBS check, training certificates, expiry dates
• Availability — weekly schedule with time slots
• Device token — for push notifications via FCM

Availability management

Carers can update their availability via:

• The mobile app (Settings → Availability)
• The dashboard (Carers → Edit → Availability tab)

The rota scheduler uses availability data to prevent scheduling conflicts.

Carer statistics

Each carer has stats available at GET /carers/me/stats:

• Total visits completed
• Average visit duration
• On-time percentage
• Client satisfaction score

Bulk import

You can import carers in bulk from a CSV or XLSX file:

1. Go to Carers and click Import
2. Upload your file (drag & drop or browse)
3. Map columns to fields (auto-detected when possible)
4. Preview the data and fix any validation errors
5. Optionally check Send invitations to email all imported carers immediately
6. Click Import

If you skip sending invitations during import, you can send them later from the import results screen using the Send invitations button.

Template

Click Download template (.csv) in the import dialog to get a pre-formatted file with the correct column headers.

Export data

Click Export on the carers page to download your carer data:

• Choose Excel (.xlsx) or CSV (.csv) format
• Select which columns to include
• The export includes all currently filtered carers

Multi-agency support

A single carer account can be linked to multiple tenants via tenant_carer_links. Each link stores:

• Role within that tenant
• Status (active, inactive, suspended)
• Custom notes from the agency