This section details how to make a reservation when referring a client to another program.
The option to make a reservation will be available for any program offering Attendance-based services (this is configured by the System Administrator). In the example below, the Baltimore Emergency Shelter has this option.
Once the checkbox is selected, the screen will expand with further options:
- Start Date: This is the date upon which you would like the reservation to start.
- Days to Reserve: This is the amount of days for which you would like the reservation to last.
- Section: Some services will have various sections available to select from. If applicable, select the correct section for your client.
- Include Group Members: Here you can create a reservation for household members as well. Selecting the checkbox will also make it possible to select the appropriate section for the household member. In the screen shot below, client Alberta Einstein will be placed in the Women’s Section and client William James will be placed in the Men’s Section.
After making the appropriate selections for your clients, select ‘Preview Registration’. Selecting ‘Preview Registration’ will allow you to view details of the reservation for each household member. If necessary you can change the slot for any day of the reservation, as well as delete any reservation date.
Select ‘Send Referral’ to complete the referral process. A notification email will automatically be sent to a designated staff member in the Referred To Agency. The email notification contains the Client’s Unique Identification Number. To maintain client privacy, the email will not contain any client identifying information.