Any time a client changes beds, we need to update it in the system. This includes their childrens beds if they have any. Keeping this accurate helps avoid confusion and keeps everything running smoothly.
This article describes how to transfer a client from one bed to another.
From the Client's Contact Page.
1. Click 🛏️Update Bed.
2. Select Transfer Bed.
3. Select the Bed to transfer the client to.
4. Click Next.
Client Does Not Have Children
5. Click Finish.
The client's bed has been transferred.
Client Has Children
5. If any of the client's children need to be transferred as well, select their names.
6. Click Next.
Make sure to keep Bed Sharing Rules in mind as you assign the children.
7. Select the beds you plan to assign the children to.
8. Click Next.
9. Click Finish.
The client and her children have been transferred to their new beds.
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