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Application Forms & Profiles

Create, update and manage your application forms & profiles to gather information from your customers and candidates

Add Confirmation Field in Forms

How to edit what a client can see on a candidate's profile for a shift job

For Candidates: Understanding Your Profile

Customize Disclaimer Text

For Candidates Enter in Schedule Availability

Control Section Visibility and Edit Permissions

How to make a preset section private from a client

How to add more information from the booking section to the candidate's view for shift jobs

Restrict shift job bookings to particular zip codes

How to duplicate a shift-job?

How to add show conditions for preset sections

Going over the unique link under a client & candidates name

How to cancel an email sent by mistake

How to adjust questions, section titles, and application information for different languages

Profile Builder Basics

Control the Visibility of a Section in a Profile or Application.

How to add a field remark on the documents to sign in application forms.

How to set up the font color of your application forms.

Candidate Badges Explained: How to add, create and assign a Badge

Hide the reference check form but appear later on when sharing a candidate profile with a client

How to add redirection links to application form submissions

How to rearrange the order of sections in a profile

How to add admin manager depending on a condition in profile builder

How to control visibility of client profile fields if candidate has been assigned to a job

How to set up document section for candidates to put in expiration date

Hide a section until a certain relationship status between client & candidate for placement jobs

How to hide the children’s birthday but show their age on a client profile

How to add a field remark to a question

Allow Clients to Auto-Select Candidates for Shift Jobs

Set Minimum Required Items

How to set up & adjust the fields when you manually add a client or candidate

How to set the number of children under default base rate under booking

How to customize which fields in the client profile are visible to candidates

How to mark application questions as required or not required

How to be notified when a section has been completed in a clients profile

How to edit the visibility of the candidate profile pictures

How to manually add a document to a clients profile

How to record candidates introductory video in profile

*How Admins can edit the applications & profiles directly without going into the backend-Profile Builder.

How to edit the submission confirmation message on an application

How to set which email address gets notified when a candidate/client application is complete

Set Show Conditions for Questions

How to hide a reference from a client

How to view a profile to see what a client would see of a candidates profile

Add a Question to Section

How to move or rearrange questions within a section

How to delete a question from a profile or application

How to change welcome text of client profile

How to remove a section from an application and or profile

How to set up the application to allow candidates to apply to specific placement jobs

How to set sections or fields not required in application forms

How to use Undo Button & Redo Button in Profile Builders

Bulk update candidate & client statuses

How to remove the "How many children" question on the booking form

How to add rich text editor instead of textarea in the application form

How to add a shareable reference link which can be sent to a candidate to add references.

How to add additional information for Expired Documents using "Information once expired" feature.

How to enable candidates to change their recurring availability

Make sections in a profile to hide a section, make it visible, or not allow to edit that section

How to enable notification when candidates add or change their recurring availability

How to give clients the option to report a problem on a shift job

Control And Use The Option To Remove "Upload Additional Documents" For Candidates In Their Profiles.

How to hide questions from the application form but make it appear in the profile only?

How to use Badge conditions

How to use Admin checklist condition

Option to have a button to complete the client profile

Now you have option to select previously matched caregivers in the client booking section

How to turn interview notes into question format

How to show the candidate shareable link to clients when viewing assigned candidates

Add Evaluation Forms to Application Forms

How to add option for status conditions in application forms.

New option to display reference check details in line with reference information.

How to add & duplicate questions in between a long series of questions. And how to duplicate an entire section.

How to turn on the setting for abandoned application tracking

Use Bulk Share To Send Multiple Candidates To A Client For A Placement Job In One Email.

How to add multiple recurring availability for candidates

Going over the Schedule Event area in the admin tab of a profile

Add a shareable link for my candidates section

How to customize the “error message” when you enter an email or phone number that’s already in the system.

Collect Application Started Information and Add the Returning Applicant Button To Applications.

How to pull fields from the client profile into the “Placement Job Form".

How To Find The Client and Candidate Application Links

Edit Applications: How To Edit Existing Questions In An Application Form

All Field Types Explained

How to add new questions into the application

How to rearrange questions in the application using Drag/Drop

How to delete questions in the application

How to add verbiage area to application or profile

Understanding the "Save Current Application form" Button

How to add a section that can just be text and not include fields for them to fill out.

How to sort work history/experience in chronological order

How to use schedule event

Add Notes to Any Candidate or Client Profile

Turn Off Notifications For Abandon Applications

How to Create a Multi Step Application and Registration Process.

Add A Secondary Status For Client And Candidates

Use Video When Sharing Candidates with Clients

Set statuses to control returning applicant functionality

How to Edit Reference Check Forms

How to Move a Preset and Default Section in a Profile

Practice Applying As A Candidate And Client

How to Use the AI Assist

Enable view only booking calendar for clients

How to add the admin internal scheduler to client/candidate profiles and applications.

Make a Profile Section Private

Show Candidate Which Questions or Documents are Hidden From Families and Potential Employers

How to set a custom logo for different application forms

How to set up reference checks for multiple languages

How to change background color of application forms

How To Embed, Integrate or Link Your Applications, Registrations or Any Page Into Your Website, Where Ever It Is Hosted, Including Squarespace, Wordpress, And Wix.

Learn how to show or display Special Preset Sections exclusively for clients or candidates with a specific status.

How to add file under profile with additional information

How to disable the client/candidate profile header for admin

Set Up a Gift Card Code Field

How to add multiple languages for reference checks.

How to add a remark on the profile picture found at the top of the Candidate profile

Add a New Section to Profile or Application

Hide Questions or Sections by Relationship/Application Status

View candidate expiring documents.

Adjust the setting to share a client profile when matching them with a candidate

How to create a profile gallery in your application form.

Create Booking Calendars for Clients and Candidates

How to add Stripe Payment Logs on the client profile.

How to edit the title and subtext of "Leave a review" pop up

How to add multiple languages in your applications, profiles, and each section.

Add a document to the application, that needs to be signed

How to Use Candidate Reference Checks

Update pop-up when candidate/client fills out the form but already in the system

Steps for renaming a status

Collapse a section by default.

Have candidates put in overnight availability

Custom Design A Beautiful Profile Template and Profile Header

How to add public links to the sections under client or candidate profile

Create Temporary Shareable Profile Introduction Link

Enable or Disable Automated Reference Checks

View Candidate and Client Profiles

Move language & location questions

What is do not use model in profile builder?

Change section title/names appearing in profile or application

How to adjust the layout of questions in a section

Remove record video in candidate profile

Tips and Tricks of Profile Builder

How to customize the "My Jobs", "My Schedule", "Available Jobs" language wording on the candidate dashboards

Add a description or text to a section

Bulk assign badges to candidates

Adjust what types of clients or candidates can see certain sections of their profile

Have certain sections appear for certain types or based on certain responses to questions

Choose Which Reference Questions Are Attached And Connected To Which Reference Section

How to prevent candidates or clients from deleting or editing key information

How to prevent users from deleting their accounts directly.

Customizing Reference Check Questions: Tailoring Questions for Specific User Types

Allow clients to have multiple addresses

Add A Dropdown Of How Many Children Will Be Cared For To Reveal The Children's Name And Allow Your Clients To Select Who Needs The Care For That Booking.

How to create a dynamic field remark?

How to hide 'my matches' from the candidate profile.

How to create temporary profile links for candidates (and also for clients) and delete them later to protect the profile owner's privacy.

Pin A Note

Adjust fields/questions/documents to be in profile but not on application

Can someone be both a candidate and a client?

Show Types and Tags in Placement Applications

Get a notification if a client or candidate updates a section in their profile

Why is the document signature signable field is not working?

How to set the color of the text and background of the left side navigation bar on the candidate profile

How to Add or Edit Email Addresses for Application Submission Notifications

How to turn on/off admin approval requests for candidate badges

How to get notified when an application form is submitted

Make Sections Required in Profile and Application Forms

Why is a section, application, or profile greyed out in profile builder?

How to download a completed reference check form.

Hide or Delete Reviews

Move the "Select Client" Field to the Top on the Booking Form

Control which Client Statuses are allowed to create a Shift Job Booking Request

How to add an emergency contact section to profiles or applications

Allow candidates to add more references/education/employment but not edit

For Candidates: How to Upload a document to your profile

How to add a field remark to a Section

Why does application form not have a submit button?

Edit The Information In A Field

Reject A Candidate Applicant From A Pre Screen Job Application Form With Conditions.

How to create a landing page if you don't have a website yet.

I Can't Select The Model I Am Looking For. How Do I Get A Same Model I Already Use To Appear?

Duplicate an Application Form

Hide a match from a client

How to allow candidates to view their completed reference checks

How to get notified via email when a client submits a booking request

Show Candidate Board only to certain client types

Is there a way for admin to adjust a Sitters availability?

Enable Captcha

Control which Candidates can see the "My Jobs" tab

Not allow client or candidate to edit their profile picture.

Bulk update a question for candidates or clients.

Add verbiage or description within a section

How a reference/work history works for sending references

How to Remove a Candidate from Favourites for a Client

How to bulk update admin manager for clients / candidates

Hide and Make A Profile Picture Private

Field/text display options in profile templates

Auto reject based on answer of a question

Allow clients to add more children but not edit previously entered children

Hide the document section when sharing aprofile

Add Application Form Header Text

Select which types of candidates to check expiring documents

Use Editable View

Design A Reference Check Layout to Reflect Your Brand.

Create Tag Conditions for Documents

How to rearrange the order of sections in an Application Form

How to schedule or automate an invoice through Stripe within your dashboard

How to show the Job category field to appear in the candidate view when they view shift jobs.

Combined Show condition

Allow or Prevent Candidates from Editing Recurring Availability

How to Add a Password Field to the Application Form

How to restrict clients from viewing specific documents in candidate profiles

Create An Evaluation Builder

Have sections appear based on response on the application

Get notified when a section has been updated or completed by a candidate or client

Change Referral Link Verbiage

Have a Section Open By Default.

Add instructions or information at the top of your application

Resource Library

View Records, status change, and activity log in a client or candidates profile

Understanding additional properties for fields in the form builder

Use the Drag and Drop Editor

Show condition sections on application

How to Add a New Relationship Status

How to condition statuses, types, and tags based on what a user selects on an application or profile

Candidate locations who can see the "My Schedule" tab

Option to add video recording field

Add a Preset/Default section to profile

Client rewards

Make a checkbox option a hyperlink to a document

How to Use the Candidate and Client Shareable Link

How to add the Permanent Job posting section to Client Application Form

Create and Use the Client Activity Log

How to move questions to new sections within Client or Candidate profiles

Adjust the status a client or candidate will be at when they submit their application form

User registration receiving notification email

Edit Date range on My Jobs

Setting Up Default Answers Applicants Can Edit

Create a Rental and Rent Equipment Section

Generate AI summary of a profile

Show previously Booked/Assigned Sitters in the My Candidate section in a client's profile

Hide Profile Fields and Sections

Enable Parse CV Button

Save Job Application Responses in Candidate Profile

Add a Field Remark

Use Charge Rush Fee Feature

Add Show Condition to Preset Section

Make “Use Editable View” Admin Only

Allow Applicants to Return to Their Application

Unsubscribe Clients or Candidates from Emails

Unsubscribe Candidates and Clients from Mass Emails

Search Clients and Candidates by Phone Number

Auto-Sync Application Sections to Profile

Search Fields in Advanced Search

Alert on Inactivating a Candidate with Assigned Shifts

Access the Shareable Link

Add and Filter Notes Using Tags

Auto-Populate Client Address for In-Person Interviews

Hide Application and Section Titles

Turn Handwritten Notes into Text

Share Candidate Profiles Across Agencies

Hide Address in Client Profile

View Client Profiles in Events

Exclude the Location Question from the Application Builder

Set Additional Properties in Application Form Fields

Skip Notifications During Bulk Status Updates

Capture IP Address from Application Submissions

Add Custom Fields to References and Experiences Log Tables

Hide Past Tasks by Default

Add Note Column and Headers to the Checkbox Table

Save Shift Job Notes to Client and Caregiver Profiles

Create Profile Sections with AI

Configure Client Types for Booking Credits

Receive Notifications for Shared Candidate Profiles

Customize Table Columns in My Jobs