CareScout HQ Help Center
Check out CareScout HQ's top features
Get new lead notifications straight to your phone.
Accept or reject leads on the go.
Update stages, add notes, and create tasks to manage your leads.
Find answers to common questions about CareScout HQ below. If you don't find what you need, please contact us.
Lead Management FAQs
Where can I see families in the "New" stage?
Open the app and tap Dashboard (bottom left) to see all families in the New stage.
How can I see a lead's contact info?
On the lead's overview screen, you'll find their phone number and/or email under Contact Info. Tap the Contact button at the bottom to call, text, or email them directly from your phone.
How do I update a family's stage?
In the Families tab, open the lead and tap Update Stage. From there you can change the stage or close the lead, just as you would in the CRM (discussing options, active tours, won, and so on).
Where can I add notes about a lead?
Scroll the tabs at the top to the right and tap Notes. Then tap Add Note at the bottom to record details about the family for yourself and the CareScout team.
Can I create tasks for myself and my team?
Yes! In the family details screen, go to the Tasks tab and tap Add. Enter the task details, assign it to yourself or a team member, and tap Save. The task is automatically linked to that family.
Account Management FAQs
How do I log in as a current CareScout partner?
Use the same email and password you use for the CareScout CRM on desktop. If you previously used SeniorlyHQ, your existing login still works.
How do I set vacation dates?
Go to Settings (bottom right) and tap Vacation Mode. Enter your start and end dates, then tap Save.
How do I become a CareScout partner?
Visit partners.carescout.com/premier-advisors to apply, and our team will be in touch.
How do I reset my password?
Go to Settings (bottom right).
Tap Password.
Enter your current password and your new password, then save.
How do I deactivate my account?
Email our team at Advisors@CareScout.com and we'll deactivate it for you.