Client Services Salesforce

Assigning a Client to a Bed

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When a client or their children arrive at Atlanta Mission, we need to assign the client to a bed. There are two ways to assign a client to a bed. The Beds List or by searching for the bed.

This article describes how to assign a client to a bed. To learn how to transfer a client to a different bed, click here.

From the Beds List   l   Searching for the Bed

Assign a Client from the Beds List

1. Click Beds.

If you aren't seeing your campus bed list, click the downward triangle, select the correct campus list, and then click the push pin.

2. Scroll down and search for all available beds or use search to look for a specific bed.

3. Click on the bed name you'd like to assign the client to.

4. Click Create Bed Assignment.

5. Search for and select the client to assign to the bed.

6. Click Next.

The client is now assigned to the bed.

A green bed alert has been added to their Contact Profile and the top of their Profile shows what dorm and bed they are assigned to.

Assign a Client by Searching for the Bed

1. Search for the Bed Name.

If you don't see the bed show up in your search pop-up, click Show more results. Then click on Beds and select the correct bed. The more you search for and select beds, the more they will show up in the search pop-up.

2. Click on the correct Bed.

3. Click on the bed name you'd like to assign the client to.

4. Click Create Bed Assignment.

5. Search for and select the client to assign to the bed.

6. Click Next.

The client is now assigned to the bed.

A green bed alert has been added to their Contact Profile and the top of their Profile shows what dorm and bed they are assigned to.

Way to understand the assignment!

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