We've created your Care Friends portal and completed Step 1: Portal set up ✔

This guide will take you through the remaining steps towards launch in easy bite-sized chunks.

First up, let’s introduce colleagues who you would like to have access to the portal as admin users. This could be your managers, admins, recruiters and/or finance team.

Just before we do, if they aren't aware of Care Friends and excited about the launch already, you'll need to give them reason WHY they should get involved. Here’s some help to do that:

Once they are keen to get started, you can begin Step 2: Customise your portal.

You will need:

  • Bookmark this page in case you need to come back to it!
  • Names, email addresses and mobile numbers of your admin users
  • If you have more than one territory you will need the name, address and number of staff for each
  • A spreadsheet of names, email addresses, mobile numbers & the office each staff member belongs to, for everyone you would like to use the app. Click here for a template.
  • We’ve added a default job to your portal already. If you would like to add your own job, you will need a current job ad and a ‘day in the life’ style image (recommended) or video link (optional)

Ready to get started? Click each of the links below to learn how to complete each task

Task 1 - Invite your admin users (4 minutes)

Task 2 - If you have multiple territories create sites (6 minutes)

Task 3 - Edit your default job ad (90 seconds) or add a new job ad (5 minutes)

Task 4 - Essential for launch: Authorise your staff to use the app (6 minutes)

Task 5 - Customise your app welcome message (3 minutes)

Once you have successfully completed the tasks above, you are ready for Step 3: Planning your launch! Read on for all our best practice tips 🚀

In our experience, good preparation and planning is the key to a successful launch.

We recommend allowing two weeks to prep for launch day, including sending teaser comms and giving your champions time to get to know the app. Followed by a two week launch period where you keep promoting your scheme and launch incentive.

We’ve put together everything you need to help make your launch preparation easy.

Start out by downloading our launch checklist for launch best practice tips which have been tried and tested by other organisations.

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