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 Pridelands Emergency Shelter has this option.
Once the checkbox is selected, the screen will expand with further options upon expanding the appropriate service:
- 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 - If configured by your Administrator or Agency Lead, 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.
After making the appropriate selections for your clients, select Preview Reservation. Selecting Preview Reservation will allow you to view details of the reservation for the client(s). If necessary you can change the slot for any day of the reservation, as well as delete any reservation date.
Click the Send Referral button on the bottom of the screen 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.