Client Appointments

Client Appointments

To access client appointments you need to log-into the system as an agency.

• Go to freshstartfurniturebank.org
• Select For Agencies from the menu bar
  
• Scroll down to Hudson in the city list
  
• Select FSFB
• Select your name
• Log in
  
  

To schedule or cancel an appointment

• Scroll down to the icons at the bottom of the page.

• Click on Schedule Appointment or Cancel an Appointment.

  • It will bring you to the Main Menu where all open referrals are listed.
    
    

To cancel an appointment

• • Select the Cancel Appointment button.

To schedule an appointment:

• Click on Schedule Appointment button

• A list of available appointment dates will be shown
  • If no dates appear, the referral will close before an appointment is available.

• Select the desired appointment date
  

• Select the appointment time
  

• Click the Schedule Appointment button.
  
  
  

• Once the appointment is scheduled, you will go back to the Main Menu.

• Below you can see that an appointment for AA AA was scheduled for August 31st at 9:15.
  
  

• If you click on the client's name, it will bring you to the Client Detail page.
  
  
  

Extending a referral

If you need to extend a referral:

• Open the client's referral
• Press the Extend Referral button, 
  • This will extend the referral by 15 days one time.
  • If you need to extend the referral longer, edit the "Expire on" field and Update the referral.

• Go back to the main menu and refresh the page.

• You should now be able to make an appointment.