1. What is automatic credit assignment?
Automatic assignment is a “set-and-forget” feature that drops one credit into a carer’s account the moment they request a break — but only if they match the rules you choose. It means you no longer have to log in and hand out credits one by one.
Why use it?
Zero admin. Carers get their credit instantly, even at 2 am.
Fair distribution. Filters stop repeat bookers scooping up every free break.
Better conversion. Fewer payment steps = more carers completing bookings.
2. How to switch it on
Go to Credits → Automatic assignment.
Flip Give 1 credit automatically… to ON.
Turn on the rules you want (see § 3).
Click Save changes. ✔︎
Tip: You can toggle the master switch off any time without losing your rule settings.
3. The available rules
Rule | When to switch ON | Behind-the-scenes check |
First-time credit | You want every carer to receive at most one gifted break from your organisation. | Carer has never had a CP credit from you before. |
No break this year | You’d like carers to wait at least a year between free breaks. | Carer hasn’t taken a Carefree break since 1 Jan {current year}. |
Joined after (date) | You’re running a promo for recent sign-ups. | Carer’s Carefree account was created after the date you pick. |
❗ All selected rules must be true for a credit to fire. Leave a rule off (or blank) to ignore it.
4. Live summary bar
As you build your rule set you’ll see a sentence like:
Result: A credit will be added automatically to carers who meet every rule you’ve turned on.
Use it as a quick sanity check before you hit Save.
5. Checking it’s working
Test it: Set the filters wide open, refer a dummy carer, and submit a break request. You should see a credit appear in their activity log within seconds.
Email alerts: Each time a credit fires you’ll receive a short notification (“Credit sent to Jane Doe – balance now 9”).
Balance banner: Drop below three credits and the page raises a yellow “Low credit” banner; auto-assignment pauses at zero.
6. Editing or pausing a rule
Re-open Automatic assignment.
Adjust toggles or the date.
Click Save changes.
To pause the whole feature, flip the master switch to OFF – your rule settings are remembered for later.
7. Common questions
Question | Answer |
Can I give 2 credits automatically? | Not yet. Auto-assignment currently sends 1 credit per eligible carer. Use Manual Assignment if you need more. |
Will carers be told? | Yes – they get the usual “You’ve received a credit!” email the moment the credit lands. |
What if a carer cancels? | The credit returns to your CP balance automatically and can fire again for another eligible carer. |
Does automatic assignment work for Group credits? | No – the feature sits at CP level. Groups first allocate credits to CPs, then CPs can auto-assign to carers. |
8. Troubleshooting
Symptom | Fix |
Rule is ON but credits aren’t firing | 1) Check balance > 0. 2) Make sure the carer meets all active rules. 3) Contact Support with the carer’s email and request ID. |
Carer expected a credit but didn’t get one | Look in Credit activity: if you see no assignment line, the rules blocked it. Slide a rule OFF or assign manually. |
Automatic assignment paused banner | You’re out of credits. Buy more; the feature resumes automatically once the invoice is paid. |
Need help?
Reach out to our Customer Operations Team at hello@carefreespace.org