Partner Success (Client Services)
Reporting monthly move-ins is integral to your senior living referral partnership with Caring.com. To support you: Caring.com sends reminder emails with quick links so you can let us know about move-ins — whether you’ve had 100 or none yet from the qualified leads we’ve sent you.
Our partners agree to complete monthly move-in reporting within five (5) business days after the end of each calendar month. Caring.com makes it easy to report move-ins via our Partner Portal and the monthly email reminders.
**If you’re not already using Caring.com’s Partner Portal, please get in touch with our Partner Success staff for help accessing this tool and gaining access to features like responding to reviews, adjusting your listing’s descriptions, and others.
Once you’ve logged into the Portal:
Click “Referrals” located on the left-hand side
Locate the referral you’re looking to report a move-in on (You can search by name, email address, and status and you can search by location — if you have access to more than one location’s referrals)
Check the box next to the referral, then click “Report Move-In”
Enter any rent, care associated, if it’s a resident or respite or if there’s a second occupant
Then, click Report a Move-In, and you’re done!
Here is a video to take you through these steps and provide further detail on the steps outlined above and how to best report your move-in details.
Have additional questions? Need assistance? We value your partnership and are here to help! Contact Partner Success.
**Updated September 3, 2024
You May Also Like This
Partner Success (Client Services)
Reporting monthly move-ins is integral to your senior living referral partnership with Caring.com. To support you: Caring.com sends reminder emails with quick links so you can let us know about move-ins — whether you’ve had 100 or none yet from the qualified leads we’ve sent you.
Our partners agree to complete monthly move-in reporting within five (5) business days after the end of each calendar month. Caring.com makes it easy to report move-ins via our Partner Portal and the monthly email reminders.
**If you’re not already using Caring.com’s Partner Portal, please get in touch with our Partner Success staff for help accessing this tool and gaining access to features like responding to reviews, adjusting your listing’s descriptions, and others.
Once you’ve logged into the Portal:
Click “Referrals” located on the left-hand side
Locate the referral you’re looking to report a move-in on (You can search by name, email address, and status and you can search by location — if you have access to more than one location’s referrals)
Check the box next to the referral, then click “Report Move-In”
Enter any rent, care associated, if it’s a resident or respite or if there’s a second occupant
Then, click Report a Move-In, and you’re done!
Here is a video to take you through these steps and provide further detail on the steps outlined above and how to best report your move-in details.
Have additional questions? Need assistance? We value your partnership and are here to help! Contact Partner Success.
**Updated September 3, 2024
