Agency and Referrers
Troubleshooting Submission Issues
There are many reasons why the submission form may not submit. This process hopes to troubleshoot the most common. Caching Issue - Caching is where your computer stores a version of the referral form on your computer for quicker access. ...
Approving and unapproving Referrers
The requesting referrer is automatically approved when an agency is approved through the new agency list. Referrers can only be approved through their profiles. To get to a referrer profile, search for them (Referrers -> Search) through the Awaiting ...
Approving and unapproving an Agency
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 ...
Registering a Referrer
Agencies will need to be approved - Registering a New Agency Referrers registering themselves Referrers will need to register themselves by finding their approved agency and applying under them. First a referrer will need to navigate to ...
Registering a New Agency
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 ...
Add an Agency (admin)
Agencies can be registered by the agency through application process or by the furniturebank.net admin. First click on Agencies then New Agencies. This will bring up the all open request from agencies applying to use your furniture bank. On the right ...
Mark Client Served
Only clients that have an appointment can be marked served. To mark a client served navigate to the referral by searching, click on referral->scheduled or through the calendar. Click on the Appointment tab. Then click on blue button "Mark as Served".