Flow for Check in & Starting to Shop

Flow for Check in & Starting to Shop

1. CheckThe Front Desk volunteer will check in the client -by noting their arrival on the white board, completing the top half of the Client Check Check-In form, tagging their vehicle and giving the client their Target gift card (if applicable).  They will bring the client to their Shopper.
2. The Shopper will complete the Client check-in Form, the Release, and also the Linens & Kitchen Wish listslists. will be completed
   1. These Wish Lists will gobe given to yourthe assistantslinens toand starthousewares shopping
   packers.
3. Sign in toas thea Personal Shopper and select your clientclient.
   1. Click Call Browser to connect with client
   2. Enter Client’s Vehicle Info for the In Store Movers and for space calculations.
   3. Make any necessary changes to the referral.  Click Update.
4. Changes to referral need to be made if needed after check in is complete. Click Update
5. Click on the Release tab so that it is displayed on the client’s tablet to sign.

How to shop through the categories

If you don’t see a category listed in Personal Shopping System, it means we have NONE

Check-In Items

• Select Check-In Items, put a TabletTablet, a Household Cart, and Target Gift Card, if applicable, in the cart.

Kitchen Dishes, Appliances & Kitchen Checklist

Kitchen – Item Class

• Dish Place Setting – Pick 1 set
• Dish Place Setting-Extra - Pick 1 set
• Small Appliances – Pick 2
• Free Small Appliances – Pick 1 if needed
• TV - Pick 1

Bedroom

Beds – Item Class

• Headboards – 1 per bed
• Bunk Beds & Toddler Beds – as needed
• Metal bed frames - as needed [Can also be found in Mattress-Grant]

Dresser – Item Class

• Dressers Tall & Long– Pick 1 dresser per family
• 2nd or 3rd Dresser – Pick 1 for a family of 3+(For a large family, ask Kate)

***If a dresser includes a nightstand(s) that takes away from the end table allotment of 2 end tables/nightstands per family**

Living Room

• Seating – Item Class:
  • Couch and Loveseat - Any combination
  • Upholstered chair/recliner – Pick 2 [Only 1 Recliner per family]
  • Rocker – 1 per family
  • Footstool/Ottoman – 1 per family
• Tables – Item Class:
  • Coffee Table – 1
  • End Table – Max of 2 end table and nightstands combo
  • Free End Tables – 1
  • Desks – 1
  • Misc Table - 1
• Cabinets – Item Class:
  • Bookcases – 1
  • Storage Cabinets – 1
  • TV Stands – 1
• Misc – Item Class:
  • Children’s Furniture – as needed for families with kids
  • Misc Furniture - 1
  • Rugs - 1

Kitchen Furniture

• Tables - Item Class:
  • Kitchen Table – you will see if chairs come with the set
• Seating – Item Class:

  • Kitchen chairs & Misc chairs/Bar Stools – As Needed

     

  **Review the shopping cart, click Ready to Load, notify MoversMovers**

Other Items

• Lamps – Floor, Table (1- Floor & 2 – Table)
• Lamps Free – pick 2 as these are more accent lighting or desk lamps
• Artwork – pick 4 to 6 pieces out of the categories
• Mirrors & Clocks – under artwork - pick 1 each
• Misc Items – under Misc Item Class - As Needed

Tablet

 

• Verify that the tablet has been returned or retrieve it from the client.
• Mark the tablet picked up.

Final Steps

Enter items from the Kitchen and Linens Check Lists.Lists into the client's cart.  Mark these items as 'picked'.  Add a note about your client on the Client Info page of their record.  Describe the family (children's ages and genders), their mattress situation, the vehicle(s) they had for transport, any items they declined, and any shopping or space limitations.