New referrals first arrive under referrals on the side menu. This will bring up the list of all new and unapproved referrals list newest first. Each new referral needs to be first approved. The process of approval is really for a person to review the ...
A request must be in a route to be marked complete To navigate to a the route through the schedule menu on the side menu. From the list of routes click on the route where the completed request From the route scroll to the request card you wish to ...
Client scheduling has often leaned towards appointment scheduling. Today's update will make delivery scheduling a larger focus of client scheduling and inline with more furniture banks operations. Changes Main View The referral menu changes to New ...
There are two ways to register a new agency: 1) have the agency register themselves 2) register the agency through the admin area. 1) Have an agency register themselves Navigate to [YourAgency].furniturebank.net/public/agency At the top click on ...
Approving an Agency There are two ways to approve an agency: from the New Agency list or through the agency profile. New Agency List In the client module, navigate to Agencies-> New Agencies. This section will list all the new agencies applying to ...