Lisa M
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Articles
Recent activity by Lisa M-
User Roles and Permissions
Caily lets owners and admins control what each staff member can access and do based on their role. Setting the right permissions ensures staff have what they need while keeping other information re...
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How do I start a group chat?
🚀 Quick walkthroughWatch how to use the group Chat feature ▶🖥️ Desktop (Web App) ▶📱 Mobile (iPhone & Android) Web App (Desktop):Resident Family Chat:Log in → Go to Resi...
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How to manage Resident profiles (add, edit, or deactivate)
🚀 Quick walkthroughWatch how to add, edit, and deactivate a Resident⏱️ 2-minute demo Add a Resident:Go to Residents → Click Add Resident → Enter details → Click Add Resident to save.How to Bulk I...
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How to manage Community users (add, edit, or deactivate)
🚀 Quick walkthroughWatch how to add, edit, and deactivate a Community User⏱️ 49-second demo Add a Community UserGo to Community Users → Click Add Community User → Enter details (name, email, role,...
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How do I message individual families?
🚀 Quick walkthroughWatch how to use the group Chat feature ▶🖥️ Desktop (Web App) ▶📱 Mobile (iPhone & Android) Web App (Desktop):Go to Resident Family Chats (left side)...
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Can I send photos through chat?
🚀 Quick walkthroughWatch how to send a photo⏱️ 38-second demo How to send a photo:Open Caily app → Select the person(s) → Tap the photo/attachment icon → Choose or take a photo → Tap Send
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How to manage Family Members (add, edit, or deactivate)
🚀 Quick walkthroughWatch how to add, edit, and deactivate a Family Member⏱️ 50 second demo Add a Family Member:Go to Family Members → Click Add Family Member → Enter details (name, email, role, l...
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How to Create and Send an Emergency Message in Chat
🚀 Quick walkthroughWatch how to make an Emergency Message ▶🖥️ Desktop (Web App) ▶📱 Mobile (iPhone & Android) Web app (Desktop):Log in to dashboard → Select Announcemen...
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How to manage locations (add or edit)
🚀 Quick walkthroughWatch how to Manage Locations⏱️ 30-second demo Add a Location:Go to Locations → Click Add Location→ Enter details (Location Title, Phone, Address ect) → Add location to save. Ed...