00 - Getting Started with CareFunnels Academy

This course is designed to help you confidently navigate the CareFunnels platform. You’ll learn how to:

• Manage and track leads

• Streamline client and caregiver conversions

• Apply best practices for success

By the end of the training, you’ll feel comfortable moving through the system and making CareFunnels part of your daily workflow.

• Visit carefunnels.com.

• Click the Login button in the top-right corner.

• Enter your login credentials to access your dashboard.

• Once logged in, bookmark the dashboard URL for quick access in the future.

• The dashboard comes preloaded with widgets such as:

  • Tasks

  • Upcoming appointments

  • Opportunities for clients and caregivers

• You can also toggle to the Monthly Review Dashboard for a top-level snapshot of new contacts, calls, sales activity, recruiting performance, and analytics (if you’ve connected Google or Facebook accounts).

Before diving deeper, it’s important to personalize your account:

• Go to Settings > My Profile.

• Upload a profile image so your ownership is easy to identify in the pipeline.

• Verify your name, email, and phone number.

• Set up an email signature for outgoing messages.

• Connect your calendar (Google, Outlook, iCloud, etc.) and set your availability so scheduling aligns with your work hours.

• Add integrations for video conferencing (Google Meet, Zoom, Microsoft Teams) if you plan to use them in workflows.

Your dashboard, profile, and integrations form the foundation of CareFunnels. By setting them up correctly at the start, you’ll:

• Save time with preloaded automations and synced accounts

• Ensure your communications look professional

• Keep your scheduling and reporting accurate

• Position your agency to fully leverage the platform’s lead-tracking and review tools

• Watch the Course Introduction video above.

• Continue through the series, starting with Contact Management and Form Submissions.

• Practice as you go — log in, update your profile, and test integrations to get comfortable with the system.

✅ Tip: Complete your Profile Settings as soon as you log in. It’s a one-time setup that makes every other part of CareFunnels easier and more effective.