Scheduling
Setting up Routes
In order to schedule you first need to set up a route. First click on the routes area through the side menu. In this are you will see all open routes across the pick up and client scheduling components. There are two days to set up a route 1. Set up ...
Add Appointments
Furniturebank.net has the option to allow referrers to schedule their own appointments at the time of submission, but it is required to be turned on in Settings -> General. It is not the default setting. First navigate to appointments under the ...
Scheduling a Client
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 ...