A client management app for anyone who provides services in people’s homes and lives: caregivers, house sitters, dog walkers, companions, and everyone in between. It’s available from your Comfort Care Directory membership and keeps your clients, family contacts, schedule, and visit notes in one place, on any device.
Basic (free) — everything you need to run a small practice
– Client records: care details, alerts, access notes, pets, pronouns, time zone
– Family and emergency contacts with relationships and role flags
– Scheduling with week, month and list views, double-booking warnings, log-a-past-visit
– The client’s local time shown beside yours when zones differ
– Private visit notes
– Reminders and to-dos, with on-screen alerts, optional chime and desktop notifications at the due time
– A communication log on every client record, feeding “who haven’t I spoken to”
– Contacts: vendors, facilities, backup caregivers, with your own custom types, linkable to one client or many
– Up to 7 active clients and 20 contacts
Premium — removes the limits and reaches people when the app is closed
– Unlimited active clients and contacts
– Recurring visits — daily, weekly or monthly, with three-way edit scope
– Reminders emailed to you at the due time
– Visit reminders emailed to you
– Visit reminders emailed to your client, in their time zone, from your name
– A separate note to the client on any visit
– Client emails logged automatically
Premium is also required for the upcoming Time & Billing add-on.
