---
title: Home Care Client Hub
description: Access ClearDesk's Client Success Center for home care resources, delegation guides, best practices, and direct support from your success team.
---

[Skip to content](https://client.cleardesk.com/home-care-client-center#main-content)

[![PNG horizontal logo dark blue](https://client.cleardesk.com/hs-fs/hubfs/CD%20Logos/PNG%20horizontal%20logo%20dark%20blue.png?width=22450&height=4812&name=PNG%20horizontal%20logo%20dark%20blue.png)Homepage](https://client.cleardesk.com/home-care-client-center)

- [Home](https://client.cleardesk.com/home-care-client-center)
- Getting Started
  
    - [Getting Started PDF](https://client.cleardesk.com/hubfs/Getting%20Started%20Guide%20CD.pdf?hsLang=en)
    - [Onboarding Checklist](https://client.cleardesk.com/onboarding-checklist?hsLang=en)
    - [Success Plan](https://client.cleardesk.com/home-care-success-plan?hsLang=en)
    - [Best Practices](https://client.cleardesk.com/best-practices-home-care?hsLang=en)
    - [Task List](https://client.cleardesk.com/home-care-task-list?hsLang=en)
- Bonus Resources 
  
    - [Recommended Tools](https://client.cleardesk.com/policies-forms?hsLang=en)
    - [How to Delegate with Clarity: A Toolkit](https://homecare.cleardesk.com/delegation-toolkit?hsLang=en)
    - [Earn More 5-Star Reviews for Your Home Care Agency](https://homecare.cleardesk.com/increase-reviews?hsLang=en)
    - [SEO Tips to Help Families Find Your Home Care Agency](https://client.cleardesk.com/increase-seo-for-home-care-agencies?hsLang=en)
- Terms & Services
  
    - [Forms](https://client.cleardesk.com/forms?hsLang=en)
    - [Terms of Service](https://client.cleardesk.com/terms-of-service?hsLang=en)
    - [Service Cancellation & Pause](https://client.cleardesk.com/service-cancellation-pause-guide?hsLang=en)

- [Home](https://client.cleardesk.com/home-care-client-center)
- Getting Started
  
    - [Getting Started PDF](https://client.cleardesk.com/hubfs/Getting%20Started%20Guide%20CD.pdf?hsLang=en)
    - [Onboarding Checklist](https://client.cleardesk.com/onboarding-checklist?hsLang=en)
    - [Success Plan](https://client.cleardesk.com/home-care-success-plan?hsLang=en)
    - [Best Practices](https://client.cleardesk.com/best-practices-home-care?hsLang=en)
    - [Task List](https://client.cleardesk.com/home-care-task-list?hsLang=en)
- Bonus Resources 
  
    - [Recommended Tools](https://client.cleardesk.com/policies-forms?hsLang=en)
    - [How to Delegate with Clarity: A Toolkit](https://homecare.cleardesk.com/delegation-toolkit?hsLang=en)
    - [Earn More 5-Star Reviews for Your Home Care Agency](https://homecare.cleardesk.com/increase-reviews?hsLang=en)
    - [SEO Tips to Help Families Find Your Home Care Agency](https://client.cleardesk.com/increase-seo-for-home-care-agencies?hsLang=en)
- Terms & Services
  
    - [Forms](https://client.cleardesk.com/forms?hsLang=en)
    - [Terms of Service](https://client.cleardesk.com/terms-of-service?hsLang=en)
    - [Service Cancellation & Pause](https://client.cleardesk.com/service-cancellation-pause-guide?hsLang=en)

# Client Success Center

**Your go-to hub for resources, support, and best practices to elevate your ClearDesk experience.**

Hi there! Your central resource for best practices, onboarding checklists, role descriptions, guides, policies, and bonus tools to help you grow your home care agency, get discovered, and succeed.

![Client Photos](https://client.cleardesk.com/hs-fs/hubfs/Zack.png?width=625&height=625&name=Zack.png "Client Photos")

## Resources to Grow Your Home Care Agency

### 4 SEO Tips to Help Families Find Your Agency

[Learn More](https://client.cleardesk.com/increase-seo-for-home-care-agencies?hsLang=en)

### A Practical Toolkit: How to Delegate with Clarity

[Learn More](https://homecare.cleardesk.com/delegation-toolkit?hsLang=en)

### Earn More 5-Star Reviews for Your Agency

[Learn More](https://homecare.cleardesk.com/increase-reviews?hsLang=en)

**Our home care partners**

![Senior Helpers Logo](https://client.cleardesk.com/hs-fs/hubfs/Senior%20Helpers%20Logo.png?width=300&height=100&name=Senior%20Helpers%20Logo.png)

![Always Best Care Logo](https://client.cleardesk.com/hs-fs/hubfs/Always%20Best%20Care%20Logo.png?width=300&height=100&name=Always%20Best%20Care%20Logo.png)

![Home Instead Logo](https://client.cleardesk.com/hs-fs/hubfs/Misc.%20Logos/Home%20Instead%20Logo-1.png?width=300&height=67&name=Home%20Instead%20Logo-1.png)

![Visiting Angels Logo](https://client.cleardesk.com/hs-fs/hubfs/Visiting%20Angels%20Logo.png?width=300&height=100&name=Visiting%20Angels%20Logo.png)

![Comfort Keepers Logo](https://client.cleardesk.com/hs-fs/hubfs/Comfort%20Keepers%20Logo.png?width=300&height=100&name=Comfort%20Keepers%20Logo.png)

![Synergy Logo](https://client.cleardesk.com/hs-fs/hubfs/Synergy%20Logo.png?width=300&height=100&name=Synergy%20Logo.png)

[![A leader’s guide to managing teams through change and uncertainty](https://7515919.fs1.hubspotusercontent-na1.net/hub/7515919/hubfs/website%20sept%2020%202025.png?width=1200&length=1200&name=website%20sept%2020%202025.png)](https://www.cleardesk.com/post/leading-through-change-guide)

[![Remote work policy template: a guide to creating your WFH policy](https://7515919.fs1.hubspotusercontent-na1.net/hub/7515919/hubfs/website%20sept%208%202025.png?width=1200&length=1200&name=website%20sept%208%202025.png)](https://www.cleardesk.com/post/remote-work-policy-template)

[![Your strategic partner: how to build a powerful relationship with your recruiting firm](https://7515919.fs1.hubspotusercontent-na1.net/hub/7515919/hubfs/Website%20Sep%206%20%202025-1.png?width=1200&length=1200&name=Website%20Sep%206%20%202025-1.png)](https://www.cleardesk.com/post/maximizing-recruiting-firm-partnership)

[![Beyond hours: a manager’s guide to measuring and maximizing your virtual assistant’s performance](https://7515919.fs1.hubspotusercontent-na1.net/hub/7515919/hubfs/Website%20Aug%2023%202025.png?width=1200&length=1200&name=Website%20Aug%2023%202025.png)](https://www.cleardesk.com/post/virtual-assistant-performance-management)

[![Lead with purpose: The pivotal role of leaders in cultivating an inclusive workplace culture](https://7515919.fs1.hubspotusercontent-na1.net/hub/7515919/hubfs/Website%20Aug%2016%202025.png?width=1200&length=1200&name=Website%20Aug%2016%202025.png)](https://www.cleardesk.com/post/lead-with-purpose-the-pivotal-role-of-leaders-in-cultivating-an-inclusive-workplace-culture)

[All Blogs](https://www.cleardesk.com/blog)

# Show your support

Happy with your service? Let us know! Whether it’s a Trustpilot, G2, Google review, or a video testimonial, your support makes a big impact.

![Google Reviews Logo](https://client.cleardesk.com/hs-fs/hubfs/7-Sep-08-2025-11-28-12-3861-PM.png?width=625&height=625&name=7-Sep-08-2025-11-28-12-3861-PM.png)

[Leave a Written Review](https://www.google.com/maps/place/ClearDesk/@32.8760777,-117.2057913,17z/data=!3m1!5s0x80dc072dd7b00fe7:0x1f345d361f8010fe!4m8!3m7!1s0x80dc07d46b92d199:0x2d3b4b578e2fa242!8m2!3d32.8760777!4d-117.2057913!9m1!1b1!16s%2Fg%2F11rkl5bh5q?entry=ttu&g_ep=EgoyMDI1MDkwMy4wIKXMDSoASAFQAw%3D%3D)

![Trustpilot Logo](https://client.cleardesk.com/hs-fs/hubfs/6-Sep-08-2025-11-28-12-2987-PM.png?width=625&height=625&name=6-Sep-08-2025-11-28-12-2987-PM.png)

[Leave a Written Review](https://www.trustpilot.com/review/cleardesk.com)

![ClearDesk Logo](https://client.cleardesk.com/hs-fs/hubfs/ClearDesk%20Logo%20(9).png?width=400&height=400&name=ClearDesk%20Logo%20(9).png)

[Leave a Video Review](https://vocalvideo.com/c/cleardesk-customer-testimonial-videos)

![ClearDesk Logo](https://client.cleardesk.com/hs-fs/hubfs/ClearDesk%20Logo%20(8).png?width=625&height=625&name=ClearDesk%20Logo%20(8).png)

[Leave a Written Review](https://www.g2.com/products/cleardesk-remote-staffing/reviews)

# Contact us

If you have any questions for your Customer Success Team, you'll find their contact information here.

![Sean headshots](https://client.cleardesk.com/hs-fs/hubfs/Sean%20headshots.png?width=375&height=375&name=Sean%20headshots.png)

### Sean C.

[seanc@cleardesk.com](mailto:seanc@cleardesk.com)

[Book a Meeting](https://meetings.hubspot.com/sean-camacho-mattei)

![Sharmita headshot](https://client.cleardesk.com/hs-fs/hubfs/Sharmita%20headshot.png?width=625&height=625&name=Sharmita%20headshot.png)

### Sharmita P.

[sharmita@cleardesk.com](mailto:sharmita@cleardesk.com)

[Book a Meeting](https://meetings.hubspot.com/sharmita/check-in-)

![Annaswana Headshot](https://client.cleardesk.com/hs-fs/hubfs/Newsletter%20Headshots%20(2).png?width=400&height=400&name=Newsletter%20Headshots%20(2).png)

### Annaswana S.

[annaswana@cleardesk.com](mailto:annaswana@cleardesk.com)

[Book a Meeting](https://meetings.hubspot.com/annaswana)

---

![Zack Headshot](https://client.cleardesk.com/hs-fs/hubfs/Zack%20Headshot.png?width=625&height=625&name=Zack%20Headshot.png)

### Zack M.

[zack@cleardesk.com](mailto:zack@cleardesk.com) 

[Book a Meeting](https://meetings.hubspot.com/zack198)

![Anne Headshot](https://client.cleardesk.com/hs-fs/hubfs/7-1.png?width=400&height=400&name=7-1.png)

### Anne G.

[anne@cleardesk.com](mailto:anne@cleardesk.com) 

[Book a Meeting](https://meetings.hubspot.com/shekinah-anne-anne/client-meeting)

![Diksha Headshot](https://client.cleardesk.com/hs-fs/hubfs/8-1.png?width=400&height=400&name=8-1.png)

### Diksha S.

[diksha@cleardesk.com](mailto:diksha@cleardesk.com)

[Book a Meeting](https://meetings.hubspot.com/diksha10/checkinwithdikshasingh)

# Finance Inquiries

For questions related to invoices, payments, or other financial matters, please contact  [finance@cleardesk.com](mailto:finance@cleardesk.com)

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---

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