When a shift needs a caregiver, you don't have to scroll through your whole roster. Careswitch can recommend the best fit for a specific shift, and you can also just ask Looper your own questions about who's available.

Open an unassigned shift → Configure Assignment → Recommend with Assistant. Looper looks across your caregivers, surfaces the strongest matches, and picks one to fill in.

It weighs several things, roughly in this order of importance:

It also shows its reasoning — conflicting shifts, overtime risk, distance — so you can sanity-check before assigning. A caregiver with no active qualifications is flagged for manual review rather than auto-suggested.

Recommendations get sharper when you fill in matching criteria — optional profile fields on both clients and caregivers:

These are soft signals that inform the ranking — not hard filters — so a strong match won't be hidden just because one field doesn't line up. You can also mark caregivers as preferred, backup, or excluded for a client on the Connections tab to steer recommendations.

Caregivers don't have to wait for the office: in the Careswitch mobile app, they can complete and update their own matching profile under Settings → Matching Criteria. Prefer a conversation over a form? The Set up with Looper option walks them through it — Looper asks about their skills, experience, and preferences and fills the profile in with them.

Whatever a caregiver enters shows up immediately on the Matching Criteria tab of their profile, so the office always sees the latest answers.

Access to matching details is permission-based, so you decide who sees and edits what. In Settings → Roles, each role's employee-profile permissions include a Matching Criteria permission and a separate Availability permission, each settable to view or manage. The role's personal permissions control the same two areas on a person's own profile — that's what determines whether your caregivers can view or edit their own matching details from the app.

A caregiver with view-only access can read their matching profile in the app but not change it.

Sometimes the office knows things that shouldn't go in a caregiver-visible field. Staff with manage access to matching criteria can add an internal note on each section of a caregiver's Matching Criteria tab — open the section's Edit button and fill in the internal note alongside the caregiver's own answer, which is shown for reference as the Caregiver response.

Internal notes are never shown to the caregiver or to guests — they're visible only to agency staff whose role can view matching criteria, and they inform recommendations just like the rest of the profile.

For anything outside a single shift, just ask Looper in the Assistant panel — for example:

Looper can search your people and their profiles to answer, and can rank caregivers by driving distance and time from an address.

No — they're soft signals that influence ranking. A caregiver is never automatically hidden for a single mismatch (an explicit "excluded" connection is penalized, not blocked).

You'll still get the best available options. From there you can broaden your search, relax a preference, or post the shift as an open shift for caregivers to claim.

It surfaces overtime risk so you're aware, but it doesn't rank purely on cost. The pay rate is set on the assignment itself.

No. Internal notes are agency-only — they're hidden from caregivers and guests regardless of the caregiver's own matching permissions.