Care Provider: Inviting Family Members to CareApp

Learn how to invite family members to a CareApp community.

Inviting family members to CareApp keeps them informed, reassured and connected to their loved one's care.

Who can invite family members?

Site Coordinators, Provider Administrators, and family members (if enabled by the care provider) can all send invitations.

How to Invite a Family Member

Mobile

1. Navigate to the Customers tab.

2. Search for the Customer’s name by entering it in the Filter search bar or scroll through the Customer list.

3. Tap on the Customer's name to open their profile.

4. Tap the Community tab.

5. Tap Add to community.

6. Enter the Family member’s email address.

Note: If the email address matches an existing CareApp account, it will appear in a dropdown. Selecting it will add them to the community instantly, without needing them to accept an invitation.


7. Tap Invite via email.

8. Select the role type (Family Representative or Family Follower) and then tap Add to community.

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Web

  1. Navigate to the Customers tab in the left-hand menu.

  2. Search for the customer by name using the Filter search bar.

  3. Click on the Customer’s profile.

  4. Click the Community tab.

  5. Click Add to community.

  6. Enter the Family member’s email address.

  7. Select the role type.

  8. Click Invite User.

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Invite Family at Any Time

You can invite family members at any stage — there's no wrong time to do it. We recommend inviting all family contacts you have on file, even if they haven't specifically asked for access. Families can choose whether to join by accepting or ignoring the invitation.

This approach helps avoid delays, supports transparency and ensures no one misses out on staying connected.

If you're inviting a large number of families at once, consider sending a general email letting them know to expect a CareApp invitation. You can use CareApp's ready-made communication resources to support this: Care Provider: Promoting CareApp to Family


Inviting Family as You Go

Many providers invite family members gradually as contact details become available or as care arrangements change. Simply follow the same invitation steps above whenever you're ready.

Can Family Members Invite Other Family?

By default, family members cannot invite other relatives. If your organisation has this setting enabled, families can invite additional contacts themselves — as many as they like — which helps reduce administration for your team.

To enable or change this setting, contact us at hello@careapp.com.au.

If family members need a guide for inviting relatives themselves: How Do I Invite My Family Member to CareApp? (Guide for Family)


FAQ

Do family members need to accept the invitation?

Yes. A family member must accept the email invitation to create their CareApp account.

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What if a family member doesn’t want to join?

They can simply ignore the invitation email. No account is created unless they accept.

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Can we resend an invitation?

Yes. You can resend an invitation at any time if a family member missed or deleted the original email.

This is done in the members tab - invitations page or on the customer profile - community.

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What if my family invitation isn’t working?

If a family member hasn't received their invitation, here are a few things to check.

Resend the invitation

  1. Go to the Members tab and open the Invitations page.
  2. Find the invitation and click Resend.

Alternatively, open the customer's profile, go to the Community tab and scroll to the bottom to find pending invitations.

Check if the invitation has already been accepted

Search for the family member in the Members tab to confirm whether they already have an active account. Sometimes families complete the setup without realising it.

Check for email delivery issues

In rare cases, a family member's email provider may have blocked or bounced the invitation. If the issue persists after resending, contact us at hello@careapp.com.au and we'll help sort it out.

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How Many Family Members Can Be Added to a Customer Profile?

You can invite unlimited Family members to a Customer’s profile. There is no limit!

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What Posts Will Family See?

Family members can only see posts that have been shared with family by a Coordinator or Administrator, and that relate to the customer profiles they are connected to.

How to check who can see a customer's posts

  1. Go to the Customers tab and open the customer's profile.
  2. Tap the Community tab.
  3. Scroll to Community Members to see all staff, family and customer accounts connected to that profile.
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Why invite Family to CareApp?

CareApp gives families a personalised, reassuring window into their loved one's care and wellbeing — keeping them connected regardless of distance or busy schedules.

Care providers can share photos, videos, messages, notices, events, newsletters and updates, all in one secure and private platform. It's a simple, beautiful way to keep families involved in the care of someone they love.


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