Get started on CareHQ with our selection of articles and video guides covering everything you need to know as a new user.
Learn how to add care enquiries to CareHQ and progress them through the sales journey.
Learn how to book new residents / service users into a location on CareHQ and manage their required documents, key contacts, expenses, and care fees on-going.
Learn how to set up rooms at a home, manage key contacts for a location, and track petty cash expenses.
Learn how to manage important contacts for locations such as suppliers, councils, and other care organisations and funding bodies.
Learn how to set up billing contracts for residents on CareHQ, track care funds, and perform invoice runs.
Learn how to use CareHQ's dashboards to simplify your workflow and stay on top of daily tasks.
Learn how to use CareHQ's reports to gain valuable insights into your care business in real-time.
Learn how to update your profile, notifications settings & preferences, and access credentials.
Learn how to configure your CareHQ account, including managing your list of closed reasons, mapping nominal codes and tax rates inline with your accounts package, and managing access for your users.
Learn about advanced changes we can make for you including setting up integrations (with Autumna, Carehome.co.uk, Mailchimp, Xero, etc.), tailoring security settings, customising email and PDF templates, and creation of additional brands.
Advice and guidance on integrating your website and other applications with CareHQ via our API.