When Reservation Option is enabled for a housing service, a client is first reserved to a service. That reservation can then be managed in the Attendance Module, where the client is marked as either "Present" or "No Show" for the service.
When a housing services is configured with a Type of "Daily Attendance" and Reservations is toggled on, the following additional service options display.
Reservation Fields
The first option is to select whether reservations should be "Dedicated" or "Open". Selecting "Dedicated" allows you to create dedicated sections and slots with custom names. The number of sections and slots can be different than the inventory added in Housing Options. Selecting "Open" still allows reservations to slots. The number of slots, however, will automatically be created based on the inventory for the service and cannot be given custom names.
Note: changing the Reservation Option from "Dedicated" to "Open" will remove all existing Reservation Sections and Slots, including associated client reservations. A warning will display in the system when a staff member attempts to change this setting and there are existing Reservation Slots.
Require Program Enrollment for reservation services: When Require Program Enrollment is toggled on for the service item, staff members will still be able to record a reservation service for clients without an enrollment in the Attendance Module (or from a referral). However, a "no active enrollment" message appears in the reserved slot. Staff members will be unable to check-in the reservation until the client is enrolled in a designated program. If the client is not enrolled and the staff member attempts to check-in the client, the staff member will get a message that reads, "The client must be enrolled in the Program prior to service placement." Once the client is enrolled in a program, the slot message will refresh and be removed and the staff member will be able to check-in the client. The message will also update and be added back if the enrollment is later deleted or exited before a reservation check-in.
Default Reservation Term: the default duration of stay (in days) that each reservation will allow.
Program Enrollment Warning: if enabled, a warning will display if a staff member attempts to record the service for a client not enrolled in a program designated in the service's Program Options. The staff member can still record the service, even if there is no enrollment.
Allow Referred Reservation: checking this box allows staff members to make a reservation while they are generating a referral to a program designated in the service's Program Options.
If "Dedicated" is selected, additional sections display.
Reservation Sections
To begin organizing your Reservation Sections, click Add Section.
A popup box will appear prompting you to name the section.
Reservation Slots
To begin configuring each individual slot (e.g. bed), click Add Slot. Notice that each time you add a slot, the amount listed in the Beds for Households With/Without Children will automatically make corresponding changes.
Each time you click Add Slot, a slot will appear. Add as many slots as you have available and designate their corresponding sections. Clicking the trashcan icon will delete the slot. Note that you can change the slot name here too.
Click Save Changes at the bottom of the screen to finalize your reservation configuration.