You change times, messages, and contact details for an existing repeat reminder and wellness-check service in the web app manage dashboard — log in, open the section you need under Update service details, save your changes, and deliveries follow the updated setup.
This guide maps each type of change to the right screen. It does not cover one-time reminders or in-person care. To pause, restart, or cancel deliveries, see edit, pause, or cancel a service.
| Scope | Applies to |
|---|---|
| Repeat reminders and wellness checks | Yes |
| One-time reminders | Different setup path — see our services page |
| In-person care | No |
How do I open the manage dashboard?
- Use Log in (above) or the link you were given when the service was set up.
- Complete sign-in (email or phone, and verification code if asked).
- You land on the management dashboard — the home screen for that service.
If onboarding was never finished, you may see Complete onboarding instead of the full menu. Finish that first, or ask whoever set up the service to complete it.
At the top of the dashboard, View report appears after the first delivery has run — that opens delivery history (covered below).
Where do I change what?
Everything below is under Update service details on the dashboard.
| What you want to change | Dashboard button | What to do |
|---|---|---|
| Phone numbers, email, language, phone vs text delivery for the person receiving reminders and wellness checks | Call receiver details | Open the form, update fields, save. |
| Reminder/wellness-check times, days, messages — add, edit, or delete schedules | Call details | Use Add call or Change on a row; save each schedule. |
| Personalized recorded or written messages | Call details | Record message or Change → personalized option — see how to set up a personalized message. |
| Pause or stop repeat deliveries (vacation, cancel) | Call details | Start or stop the service — see edit, pause, or cancel. |
| People in the support network — names, phones, emails | Support network details | Add or Edit a person; save contact details. |
| Who gets alerts or weekly reports, who pays, who can edit or record | Roles and alerts | Update roles and alert lines — see how to set up and use alerts. |
| Ring time, call screening, delivery numbers, contact card | Delivery factors | Adjust phone settings — see ring time and call blockers. |
| Subscription and payment method (when shown) | Subscription and payments | See cost and payment. |
How do I change reminder and wellness-check times or messages?
- Open Call details.
- To add a schedule, use Add call and set time, days or date, and message type.
- To change an existing slot, select Change on that row — adjust time, weekly days, monthly day, or message.
- To remove a schedule, use the delete option on that row (wording may be Delete or similar on the call details screen).
- Save when prompted. New or edited schedules apply according to the time and date rules shown on the form.
Preset messages take effect as soon as you save. Personalized schedules wait until the message is recorded or written — the row may show Record message until then.
One-time (single date) slots are edited here too. Start and stop dates for pausing the whole repeat service are only on this page — see the pause guide linked above.
How do I change contact details for the person receiving the service?
- Open Call receiver details.
- Update phone numbers (primary and second number if used), email, language, and whether reminders and wellness checks deliver by phone or text (SMS).
- Save.
If you switch between phone and text, check Delivery factors and which number CareCalls delivers from so everyone saves the right contact.
How do I update the support network, alerts, or reports?
Support network details — add, edit, or remove people and how to reach them (phone, text, email).
Roles and alerts — for each person, set whether they:
- Receive alerts when reminders or wellness checks are missed (and by phone, text, or email),
- Receive weekly report notifications,
- Pay for the service, edit settings, or record personalized messages.
Up to three alert contacts per service is typical; exact limits depend on your account. Full alert behavior is in how to set up and use alerts.
How do I change payment or view delivery reports?
Subscription and payments (when your account shows it) — update card, view billing history, or choose a plan during trial. Account-funded services may not show this section. Details: how much CareCalls costs and how to pay.
View report on the dashboard (after the first delivery) — opens the events report with recent reminders, wellness checks, responses, and missed deliveries. Use it to see whether someone is acknowledging prompts — useful alongside talking to them in person.
If deliveries suddenly stop, check dashboard notifications and how quickly CareCalls starts delivering for blockers, terms, or recordings still pending.
Who can make these changes?
Anyone logged in with permission to manage that service — usually the person receiving reminders and wellness checks (self-referral) or a family member or professional on the support network with edit access. If you cannot see a section, your role may not include that task — review Roles and alerts or ask the call creator.
Related guides
- How repeat reminders and wellness checks work — schedules, retries, and alerts
- Edit, pause, or cancel — temporary pause vs permanent stop
- Check deliveries are getting through — demo and inbound diagnosis