The Aunt Bertha Blog

Announcing Appointment Scheduling

We always begin team meetings at Aunt Bertha with our mission statement--"To connect all people in need and the programs that serve them (with dignity and ease)." As part of that mission, we strive to build products that help community based organizations streamline their processes, work together, and most importantly, save time so they can better meet the needs of the people they serve.

We consistently heard from program administrators that they lacked insight into their teammate's schedules and consequently ended up double (or triple) booking intake appointments more often than not. This left helping professionals at these organizations overworked and people in need confused on what was next. We believed there was a better way.  

It's with that belief in mind that we bring you Appointment Scheduling 

The Appointment Scheduling tool offers a way for claimed community based organizations listed on Aunt Bertha to easily create, schedule, and manage appointments with people in need of services as a key step in their intake process. Managing appointments can be stressful (on both sides), time consuming, and expensive. Our tool is free and simple to use. 


 Community Based Organizations will save time, resources, and can:

  • Benefit from a full history of their work with a person in need, including appointments, all on one platform. 
  • Easily show availability for appointments at your program location(s)
  • Book appointments on behalf of people in need, or allow them to book for themselves
  • Schedule appointments for colleagues 
  • Save calendar invites to colleagues' work calendars

People In Need get the dignity of an immediate response and can:

  • Easily see when and where their appointment is
  • See what documents or identification they'll need to bring to their appointment
  • Get reminders via email or text message so they never miss an important appointment. 

Interested in adding appointment scheduling to your program listings on Aunt Bertha? We're so glad! Just click below and our team will get you set up. Reminder: Appointment Scheduling is a completely free feature--all you have to do is claim your program listing

Learn more

As always, we'd love your feedback on this, and all features on Aunt Bertha. Send your thoughts to


Topics: new features community needs Social Workers helping people find services Social Services non-profit tech non-profit Social Work

New! Agency Referral Dashboard

Keeping track of inbound referrals and inquiries can be a hectic process. When inquiries are handled by different people at different times, it takes a lot to set up and manage a consistent means of tracking and following up on outcomes.  

That’s why we recently launched a new feature for service providers! Now you can review and respond to referrals to your programs, then track the outcomes within one central dashboard.

In this dashboard, you can:

  • See all inquiries and referrals your program received through Aunt Bertha
  • Easily find contact information to follow up with the person inquiring
  • See who referred someone to your services
  • Quickly update the status of referrals and inquiries to close the loop

You also have additional options to accept intake forms:

  • Get exactly the information you need with each referral
  • Link to these forms from your website as an online intake form
  • Easily respond to applicants and receive their replies, right in the dashboard
Screen Shot 2017-02-27 at 1.43.34 PM.png

With referral and inquiry activity being tracked for you, you can get a look at the bigger picture:

  • How many people are reaching out to your programs?
  • How many are able to receive services?
  • For those who don’t, what was the barrier?

Dig into this data via reports you can share with board members and funders to illuminate program activity.

All this is just the beginning. With this dashboard, we’re laying the foundation for a provider-focused workflow, to make it easier for you to help the people who are inquiring about your program. But we know there’s more to learn! We always appreciate feedback and the chance to learn from you, so we can continue to build our platform to better meet your needs.

If you have additional feedback, we'd love to hear it! Please reach out to us at

Topics: new features

Customized for your Community

Here at Aunt Bertha, we are lucky to partner with a wide array of amazing people and organizations who work hard every day to support members of their communities. Each organization is unique and often highlights the needs of certain segments of their communities including  veterans, seniors, families, patients or members of a particular geographic community.

Over the last several months, we have been hard at work creating new ways for you to tailor the experience that you give to your community.

Configurable Search Navigation

One way to give a more personalized experience is through the new configurable navigation bar. Instead of the standard ten categories (shown below in figure 1) the top navigation bar can be arranged, renamed, and even added-to, in order to make it easier to find the programs that your community needs the most – whether it's programs that address social isolation for seniors, childcare support for families, or the health of your community.

navigation.pngFigure 1: Standard search navigation

Screen Shot 2017-01-30 at 3.42.33 PM.pngFigure 2: Custom navigation with renamed categories and brand colors.

Search Result Display Order

Another way that you support your community is by directing your community members to the best resources that will help them overcome a particular challenge. 

Prioritize programs that you have invested in or vetted.  Whether a program is one of your own programs you offer to your communities or a program that you know is responsive to those in need, we can create a featured flag that will highlight your preferred programs.

Figure 3: Featured programs are tagged an displayed at the top of the search results.

You may also choose to influence the order of the programs so as to suggest certain service for the community. This process gives programs a ranking (1-100), which will then influence where on the search results the programs surface.

If you are already using Aunt Bertha's Enterprise Platform, shoot us an email at to find out how we can work with your team to provide a more customized experience to your users that reflects your mission, values and priorities.

Not using Aunt Bertha yet? Request a demo  and find out how you can easily connect your clients with the resources they need.


Topics: new features

New Feature Spotlight

At Aunt Bertha, we are always adding new and exciting features to make Aunt Bertha better and more effective for our awesome users. November was no exception with the addition of new enhancements that make it even easier to find specific programs and suggest new programs that may not already be in our database.

Find Programs or Agencies Easily

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Now when you type in the name of a program, Aunt Bertha will suggest programs and providers that you are likely looking for.


  • Quickly find programs
  • Fewer clicks to get to the program you're looking for
  • See multiple programs offered by one provider


Quickly Suggest New Programs

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When you suggest a program, you can see if the program is already listed in Aunt Bertha.


  • A shorter and more user-friendly form
  • Identifies programs already in the database
  • Allows you to view those programs

Are there other features you wish were in Aunt Bertha?  Want to help make an awesome product even better? Suggest changes or enhancements by sending an email to


Topics: new features

Close the Loop Without Jumping Through Hoops

Wouldn't it be great if there was a way to directly connect to social services anywhere in the US... with the click of a button? Now you can.

For years, Aunt Bertha has made it easy to find social services resources through our online database. Now we're taking the next step to seamlessly connect people to programs, saving people time and closing the gap between discovery and action.


Introducing, Connect! - a new feature offered by

When someone reaches out through the Connect button on any program listing, the agency will receive a notification about the inquiry and can reply directly to the person in need. Agencies also have the opportunity to add additional questions to the form so it's tailored to their intake process. The agency can then reply through Aunt Bertha to share additional information and collect required documents.  Anyone can use the Connect button, whether for themselves, as a seeker, or on behalf of someone else, as a helper.


Each person involved, the seeker, the helper and the agency have a dashboard where they can update the status of the connection.  The status reflected in one party's dashboard is updated across the other relevant dashboards as well. For example, if the agency changes the status in their dashboard and denotes a seeker's application is "in review", that information will be reflected in the seeker's and helper's dashboards as well. This allows for easy and more transparent communication across all groups, and helps to close the loop. Over time, the dashboard also becomes a place that logs a history of all the open and past connections for each person. 

We know that finding and connecting to social services can be challenging, and even scary. We also know that there is a big gap in closing the loop, assuring services were received. Our hope is that by making it as easy as possible to connect and communicate, it will help us all to acheive our ultimate goal: knowing people have found the help and support they need.

Topics: new features

You Spoke. We Listened! Helping Families Find Need-Based Programs With Ease!

Aunt Bertha got a make-over!

Not only is the site easier on the eyes, but it is easier than ever to find social service programs in your area.

In order to make Aunt Bertha great, we get feedback from our users on how to be better. The Aunt Bertha team has been working hard to make your suggestions a reality and this month’s release features some good-looking updates to the way that programs on the site are categorized, changes to the layout, and a new free-text search capability.
You’ll notice that there are now 8 categories which programs fall under. We’ve taken away “Other” and sorted every program in the directory into specific categories. 

Within these main 8 categories there are sub-categories to narrow your results further. For example, within Everyday Needs you will find FoodTransportation, and Clothing.
Now you can use your own words to find programs with the brand new search feature, find ones you may qualify for by using the Advanced Search feature, and if you notice that a program isn’t listed, you can easily let us know with the add a program feature on the homepage. 
The Aunt Bertha team is always working to make the site better, so next month’s release will see increased website speed, simplified categories, easier ways to tell us what you think, and the ability to create a profile - enabling programs you pre-qualify for to rise to the top of searches. You’ll also be able to bookmark and email programs. Stay tuned!
Let us know what you think of the new features – leave feedback in the comments below!
Topics: aunt bertha start-up building community new features social good website update search social programs