Caregiver-Client Matching & Schedule Management System
A done-for-you senior living and childcare automation built for the Home Care Agency Owner, connecting Twilio, Slack, and Google Sheets so the work below happens on its own.
What this automation does, step by step
When a new client is onboarded, this automation matches them to an available caregiver based on skills, certifications, availability, geographic proximity, and client preferences, presenting the agency owner with a ranked shortlist rather than a manual search through a roster spreadsheet.
The confirmed schedule is immediately communicated to both the client family and the caregiver via text, and the caregiver receives a shift reminder 2 hours before each visit.
Missed clock-ins trigger an immediate alert to the scheduling manager so no client is ever left unattended without the office knowing.
- Home care scheduling software (e.g., ClearCare or AlayaCare)
- Zapier or Make.com
- Twilio (caregiver and family SMS)
- Slack (missed clock-in alerts)
- Google Sheets (caregiver skills/availability database)
Using different software? We build around what you already have, so you never have to switch tools to automate.
The manual way vs. the automated way
Without automation
The manual approach means a home care agency owner handles each case reactively, after someone has already noticed something went wrong. It's the kind of work that quietly eats hours every week.
With this automation
- Multi-touch reminders that measurably reduce no-shows
- Waitlists that backfill cancellations automatically
- Self-scheduling with instant confirmations
- Dispatch and on-my-way updates sent to the right people
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