Client Services Salesforce

Assigning a Client to a Bed v2

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When a client or their children arrive at Atlanta Mission, we need to assign them to a bed in the system. Keeping this information accurate helps us know who is staying where at all times.

This article describes how to assign a bed to a client.

From the Client's Contact Page

1. Click 🛏️Assign a Bed.

2. Select the Bed you'd like to assign the client.

3. Click Next.

Client Does Not Have Children

4. Click Finish.

The client has been assigned to the selected bed. Their current site, dorm, and bed show on the top of their contact page and a green bed alert displays on the righthand side.

Client Has Children

4. Select the children who should also be assigned beds.

5. Click Next.

Make sure to keep Bed Sharing Rules in mind as you assign the children.

6. Select the beds you plan to assign the children to.

7. Click Next.

8. Click Finish.

Way to understand the assignment!

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