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.