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Software package

Carer matching package

A ready-to-configure introduction platform where carers build a profile with recorded checks and availability, families enter a requirement and subscribe to make contact, both sides shortlist before an introduction, interviews are booked against availability, references are requested through a form, and the agreed arrangement is recorded without any payroll.

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Who it is for

Built for

A good fit

Childcare introduction services for nannies, childminders and babysitters, home-care introduction services for older and disabled adults, and agencies that currently match from a folder of CVs and want a platform families and carers log into. It suits a founder or coordinator who proposes and tracks introductions all day, a verifier who records checks and references, a named safeguarding lead, carers who want to manage availability and respond to introductions on a phone, and families who want to see what has been recorded about a carer before they meet.

Not the right fit

It is not for regulated care providers employing their own staff and holding care plans, nor for nurseries or after-school clubs, which have their own packages in education. It does not run payroll or pay carers, and it is not a general marketplace where carers quote for jobs; the introduction model and the sensitivity of the data set it apart from a tradesperson or cleaning platform.

The operational problem it solves

How it runs, step by step

Monday, half past eight.

  1. The coordinator opens the requirements board: a new family needs after-school care for two children, three days a week, within twenty minutes of a named school, must drive and be comfortable with a dog.

  2. The platform has already ranked carers by availability overlap on those afternoons, distance and the must-haves, and shows which have all recorded checks in date.

  3. She proposes four.

  4. Each carer sees the requirement with the family's name and address withheld and accepts or declines from their phone; two accept by lunchtime.

  5. The family, who subscribed when they registered, now sees both profiles with each certificate listed by type and the date it was recorded, the reference status, and a message thread with contact details masked.

The family books interviews from the carers' availability; both carers get a calendar entry.

  1. One carer has never been shortlisted before, so the platform sent reference requests to her two referees on Monday; the verifier sees one back on Wednesday with the answers in full and the other overdue, and sends a reminder with a click.

  2. After the second interview the family chooses a carer and the coordinator records the arrangement: hours, start date, both parties confirmed.

  3. No money moves between them on the platform.

  4. On Thursday evening a family submits a safeguarding concern through the reporting route; a case opens that only the safeguarding lead can see, with the carer's record and every message attached, and the lead works it from there.

  5. On Friday the founder sees requirements open, introductions made, interview-to-arrangement rate, checks expiring next month and subscriptions due for renewal.

Features

What the package does

The package ships as modules that follow the introduction: carer onboarding and checks records, family requirements and matching, shortlists, introductions and interviews, references, and subscriptions, arrangements and safeguarding. Each module below lists what it does; the comparison table shows which package variant includes it.

Directory and reviews

  • Carer profiles with availability bandsProfiles record experience, qualifications and availability bands for each carer.

Compliance and records

  • Checks and certificates with expiry remindersChecks and certificates are recorded as supplied, with document, date and expiry reminders.
  • Agreed arrangement recordRecord the agreed arrangement; no payroll or payments pass between the parties.
  • Safeguarding reporting routeA reporting route with a restricted case view for safeguarding concerns.
  • Check-provider integrationConnect a check provider so results are stored exactly as returned. Available as an add-on.
  • Arrangement letters for e-signatureBoth parties sign arrangement letters electronically. Available as an add-on.

Forms and requests

  • Family requirement profileFamilies state children or care needs, hours, location and must-haves.

Workflow and tasks

  • Ranked matching with coordinator adjustmentCarers are ranked against each requirement and a coordinator can adjust the result.
  • Two-way shortlist with anonymised requirementsBoth sides shortlist, and carers see requirements without the family identity.
  • Interview scheduling and structured referencesSchedule interviews against carer availability and request references by structured form, stored verbatim.

Messaging and notifications

  • Introductions with masked contact detailsIntroductions and messages happen in the platform without revealing contact details.

Billing and payments

  • Family subscriptionFamilies pay for the introduction service by subscription through your payment provider.

Roles and permissions

Who does what

  • Platform admin

    • Set which checks and certificates are required before a profile is visible, and their expiry rules
    • Set matching weights, availability bands and the subscription offer for your own platform
    • See requirements, introductions, interview and arrangement rates, expiring checks and renewals
    • Manage coordinator, verifier and safeguarding accounts and suspend profiles

  • Coordinator

    • Work the requirements board and propose carers from the ranked list
    • See shortlist responses from both sides and make introductions
    • Schedule or reschedule interviews and message both parties
    • Record the agreed arrangement with hours and start date

  • Verifier

    • Record each check and certificate as supplied, with document and date
    • See results returned by a connected check provider and their dates
    • Send, chase and read reference requests, with answers stored verbatim
    • Approve a profile for visibility or return it with a note

  • Safeguarding lead

    • Receive reports submitted through the reporting route
    • Open a case visible only to this role with the records attached
    • Suspend a profile pending review
    • Record actions and outcomes on the case

  • Carer

    • Build a profile with experience, qualifications and availability bands
    • Upload certificates and supply referee details
    • Accept or decline anonymised requirements and message through masked contact
    • Confirm interviews and an agreed arrangement

  • Family

    • Enter and update a requirement for children or care needs
    • Subscribe to see full profiles and make contact
    • Shortlist, message, book interviews and confirm an arrangement
    • Submit a safeguarding concern through the reporting route

Example screen

Concept demo

Concept demo of a carer profile as a family sees it, with recorded check dates, reference status, availability bands and a masked message thread.

The family view of a shortlisted carer: certificates listed by type with the recorded date and any expiry, reference status showing one received and one overdue, availability bands against the family requirement, and the masked message thread with an interview booking button.

Scope and options

What is included and what is extra

In the base package

  • Carer profiles with experience, qualifications and availability bands
  • Checks and certificates recorded as supplied, with document, date and expiry reminders
  • Family requirement profile for children or care needs, hours, location and must-haves
  • Ranked matching with coordinator adjustment
  • Two-way shortlist with anonymised requirements for carers
  • Introductions with masked contact details and in-platform messaging
  • Interview scheduling against carer availability
  • Reference requests by structured form, stored verbatim with status
  • Family subscription through your payment provider
  • Agreed arrangement record with no payroll or payments between parties
  • Safeguarding reporting route and restricted case view

Common add-ons

  • Check-provider integration with results stored as returned
  • Family self-service browsing alongside coordinator proposals
  • Arrangement letters sent for e-signature by both parties

Needs custom work

  • Home-care call patterns with multiple daily bands and weekly changes
  • Carer availability sharing across several agencies
  • Bespoke reporting on time-to-arrangement and carer retention
See the custom development service

Ownership, maintenance and pricing

After the build

Deployment and ownership

The package runs on your own hosting or on hosting we manage; carers and families use the mobile web version and coordinators use a browser. You own the code and your data in either case, and access to care-need data and safeguarding cases is restricted by role from the first login. Carer profiles with recorded checks, references, family requirements, messages and arrangement records can be exported at any time in standard formats, and nothing stops you moving the platform to another provider.

Maintenance

Maintenance is optional and scoped separately. When taken, it covers security updates, monitoring of introductions, reference emails, check-provider calls, subscription payment callbacks and the reporting route, backups, and a monthly window for small changes such as a new certificate type or changed matching weights. Larger changes, such as a new care category, are quoted as change requests against the original scope.

Pricing model

Priced per proposal.

Sold as a one-off setup and customisation with optional monthly maintenance and hosting as separate recurring lines. The setup figure depends on whether childcare, adult care or both are introduced, the checks and reference workflow, the check providers connected, the add-ons chosen and how many carer files and family records are migrated. The subscription your platform charges families is your own commercial model, collected through your payment provider and unrelated to what you pay us. Each line is itemised in the proposal so recurring costs are never hidden in the setup.

Prefer a fully custom build?

Carer matching platform development

Custom introduction platforms for childcare and home care: carer profiles with recorded checks and availability patterns, family requirement profiles, two-way shortlists, introductions, interview scheduling, reference requests, family subscriptions and an arrangement record.

View the service

FAQ

Frequently asked questions

What does a family see about a carer's checks?

Each certificate or check by type, the date it was recorded, whether it was supplied by the carer or returned by a connected provider, and any expiry. The platform shows what was recorded; it does not say the carer is safe or suitable, and the wording families see makes that clear.

Can carers see who the family is before they accept?

No. Carers see the requirement with names and address withheld and accept or decline. Only after both sides shortlist does an introduction open, and contact details stay masked until both agree to share them.

How does the subscription work?

Families register for free and subscribe to make contact, on the terms you set: a fixed period, a renewal or a one-off introduction fee. Payment runs through your payment provider and the subscription state gates messaging and interview booking.

Does the platform handle pay between the family and the carer?

No. The arrangement record holds hours, start date and both confirmations. Pay, contracts and payroll stay between the family and the carer, and the package does not attempt them.

What happens when someone raises a safeguarding concern?

The reporting route opens a case visible only to the safeguarding lead, with the relevant profile, messages and introductions attached. The lead can suspend a profile, record actions and close the case. The package organises the record; what is done about a concern is decided by your lead under your own procedures.

Is this a finished product I can see running?

Not yet. The readiness badge shows the real state: the package is a custom build assembled from our multi-vendor, forms, bookings, memberships and messaging modules for each service, and the screen on this page is a labelled concept demo rather than a live client platform. Anything beyond the listed options is scoped as custom carer matching platform development.

Get a quote for Carer matching package

Tell us about your locations, the people who will use it and the add-ons you need. We reply with a clear, competitive proposal.

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Get a quote for this package

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