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Profiles
How to personalize and use the client and candidate profiles
- Make sections in a profile to hide a section, make it visible, or not allow to edit that section
- How to Add Notes on Clients and Candidates
- Custom Design A Beautiful Profile Template and Profile Header
- Create Temporary Shareable Profile Introduction Link
- Turn On or Off Automated Reference Checks to References
- Change section title/names appearing in profile or application
- Choose Which Reference Questions Are Attached And Connected To Which Reference Section
- Use Editable View
- Create An Evaluation Builder
- Have a Section Open By Default.
- Resource Library
- View Records, status change, and activity log in a client or candidates profile
- Add a Preset/Default section to profile
- How to Use the Candidate and Client Shareable Link
- How to move questions to new sections within Client or Candidate profiles
- How to hide fields in a candidates profile from clients
- How To Set Up And Edit Profile Templates
- Hide a section until a certain relationship status between client & candidate for placement jobs
- Going over the unique link under a client & candidates name
Client
- Use Video When Sharing Candidates with Clients
- Enable view only booking calendar for clients
- How to add Stripe Payment Logs on the client profile.
- Allow clients to have multiple addresses
- Add A Dropdown Of How Many Children Will Be Cared For To Reveal The Children's Name And Allow Your Clients To Select Who Needs The Care For That Booking.
- Control which Client Statuses are allowed to create a Shift Job Booking Request
- Hide a match from a client
- Show Candidate Board only to certain client types
- Allow clients to add more children but not edit previously entered children
- How to schedule or automate an invoice through Stripe within your dashboard
- Client rewards
- How to Create a Client Activity Log and Add it to the Client Profile
- Create a Rental and Rent Equipment Section
- Show previously Booked/Assigned Sitters in the My Candidate section in a client's profile
- How to manually add a document to a clients profile
- How to customize which fields in the client profile are visible to candidates
- Now you have option to select previously matched caregivers in the client booking section
- Option to have a button to complete the client profile
- How to give clients the option to report a problem on a shift job
- How to change welcome text of client profile
- How to be notified when a section has been completed in a clients profile
- How to hide the children’s birthday but show their age on a client profile
- How to control visibility of client profile fields if candidate has been assigned to a job
- How to cancel an email sent by mistake
- How to duplicate a shift-job?
Candidate
- How to sort work history/experience in chronological order
- Show Candidate Which Questions or Documents are Hidden From Families and Potential Employers
- How to add a remark on the profile picture found at the top of the Candidate profile
- Adjust the setting to share a client profile when matching them with a candidate
- How to edit the title and subtext of "Leave a review" pop up
- How to Use Candidate Reference Checks
- Have candidates put in overnight availability
- Remove record video in candidate profile
- How to customize the "My Jobs", "My Schedule", "Available Jobs" language wording on the candidate dashboards
- Bulk assign badges to candidates
- How to hide 'my matches' from the candidate profile.
- How to set the color of the text and background of the left side navigation bar on the candidate profile
- How to turn on/off admin approval requests for candidate badges
- How to download a completed reference check form.
- How to hide or delete reviews
- For Candidates: How to Upload a document to your profile
- How to allow candidates to view their completed reference checks
- Is there a way for admin to adjust a Sitters availability?
- Control which Candidates can see the "My Jobs" tab
- Hide and Make A Profile Picture Private
- Select which types of candidates to check expiring documents
- Allow or prevent candidates from putting in their recurring availability.
- How to restrict clients from viewing specific documents in candidate profiles
- How to save the answers from a job application in a candidate's profile automatically
- Candidate locations who can see the "My Schedule" tab
- Edit Date range on My Jobs
- Candidate Badges Explained: How to add, create and assign a Badge
- Control And Use The Option To Remove "Upload Additional Documents" For Candidates In Their Profiles.
- For Candidates: Understanding Your Profile
- How to add multiple recurring availability for candidates
- New option to display reference check details in line with reference information.
- How to show the candidate shareable link to clients when viewing assigned candidates
- How to use Badge conditions
- How to enable notification when candidates add or change their recurring availability
- How to enable candidates to change their recurring availability
- How to view a profile to see what a client would see of a candidates profile
- How to hide a reference from a client
- How to record candidates introductory video in profile
- How to edit the visibility of the candidate profile pictures
- For Candidates Enter in Schedule Availability
Client & Candidate
- Use Bulk Share To Send Multiple Candidates To A Client For A Placement Job In One Email.
- How to add & duplicate questions in between a long series of questions. And how to duplicate an entire section.
- How to use Admin checklist condition
- Make sections in a profile to hide a section, make it visible, or not allow to edit that section
- How to add additional information for Expired Documents using "Information once expired" feature.
- Bulk update candidate & client statuses
- How to use Undo Button & Redo Button in Profile Builders
- How to rearrange the order of sections in a profile
- How to add a section that can just be text and not include fields for them to fill out.
- Add A Secondary Status For Client And Candidates
- How to Move a Preset and Default Section in a Profile
- How to Use the AI Assist
- How to add the admin internal scheduler to client/candidate profiles and applications.
- Hide a Section of a Profile.
- How to add file under profile with additional information
- How to disable the client/candidate profile header for admin
- Have questions hidden until a certain relationship/application status
- Steps for renaming a status
- Collapse a section by default.
- How to add public links to the sections under client or candidate profile
- Adjust which statuses do not have access to their dashboard.
- How to View a Candidate and Client Profile
- How to adjust the layout of questions in a section
- Adjust what types of clients or candidates can see certain sections of their profile
- Have certain sections appear for certain types or based on certain responses to questions
- How to prevent candidates or clients from deleting or editing key information
- How to prevent users from deleting their accounts directly.
- How to create temporary profile links for candidates (and also for clients) and delete them later to protect the profile owner's privacy.
- Pin A Note
- Can someone be both a candidate and a client?
- Get a notification if a client or candidate updates a section in their profile
- Allow candidates to add more references/education/employment but not edit
- Edit The Information In A Field
- I Can't Select The Model I Am Looking For. How Do I Get A Same Model I Already Use To Appear?
- Not allow client or candidate to edit their profile picture.
- Bulk update a question for candidates or clients.
- Add verbiage or description within a section
- How a reference/work history works for sending references
- How to Remove a Candidate from Favourites for a Client
- How to bulk update admin manager for clients / candidates
- Field/text display options in profile templates
- Hide the document section when sharing aprofile
- Create Tag Conditions for Documents
- How to show the Job category field to appear in the candidate view when they view shift jobs.
- Get notified when a section has been updated or completed by a candidate or client
- How to Add a New Relationship Status
- How to condition statuses, types, and tags based on what a user selects on an application or profile
- Generate AI summary of a profile
- How to Add New Tags/Types/Locations and Bulk Update Existing Ones