| Adding a Field for All Others Living in the Home |
Collect demographic data on ‘others’ living in the home. |
|
| Adding a Location |
Step by Step guide on how to add another location. |
|
| Camera Configuration |
Make identifying a person easier. Add a picture to guest and team member records. |
|
| Cancel a Visit |
Follow these steps to make sure you cancel a visit correctly. |
|
| Changing from Trial to Subscription |
If your trial is over and you want to continue using FBM, here is how to change your account to a paid subscription. |
|
| Changing the Name of a Location |
If your name changes or you wish to change the name of your location download this document. |
|
| iPad Setup for Signatures |
Steps to configure your iPad to start taking signatures. |
|
| Merge Duplicate Guests |
If you have entered a guest multiple times, you can combine their records. |
|
| Pairing a Device |
Connecting your signature device to your computer to take guest signatures during a visit. |
|
| Refresher for Client Intake |
This is a visual reminder of how to process a visit. Great for volunteers who are computer shy. |
|
| Reservations |
Set a specific day and time for a guest to come see you. |
|
| Reset Password |
Forgot your password? Learn how to fix it here. |
|
| Searching by Others in the Household |
This ia a work around that will allow you to search for others in the household. |
|
| Signing Up for a Trial |
Like what you see? Sign up for a free 30-day trial. |
|
| Update a Visit |
Add information to a visit that has already been processed. |
|
| Chrome Signature Fix |
This document shows you how to turn on touch screen support in Google Chrome. |
|
| Configuring Presets for Weight or Items |
This document walks you through the steps to automatically record default value/s when using weight or Number of Items in Programs. |
|
