Client Services Salesforce

Swap Beds Between Clients

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Sometimes a client may need to move rooms whether due to roommate issues or another need. In these cases, you can swap their bed with another clients bed in the system.

This article describes how swap beds between two clients.

From the Client's Contact Page.

1. Click 🛏️Update Bed.

2. Select Swap Beds.

3. Select the Client you want to swap beds with.

4. Click Next.

The clients' beds have now been swapped.

5. Click Finish.

Give those weary fingers a break.

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