Provider Guide

This guide is for shelter organization staff and administrators. Learn how to manage your shelters, process applications, track occupancy, and communicate with applicants.

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Guide Sections

Getting Started

Section	Description
Dashboard Overview	Key metrics and quick actions
Navigation	Finding your way around

Managing Your Shelter

Section	Description
Shelters	Add and edit shelter locations
Spaces & Beds	Configure individual beds and rooms
Registrations	Daily bed assignments

Processing Applications

Section	Description
Inquiries	View and process applications
Households	View applicant information

Communication

Section	Description
Outreach Campaigns	Automated follow-up messages
Templates	Customize email and SMS messages

Administration

Section	Description
Reports	Analytics and exports
Team Management	Invite and manage staff
Settings	Organization configuration

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Quick Reference

Task	Steps
Approve an applicant	Inquiries → Click inquiry → Approve
Assign to a bed	Inquiries → Click inquiry → Approve & Assign → Select space
Check someone out	Registrations → Find registration → Checkout Today
Take bed offline	Spaces → Edit space → Uncheck "Available"
Invite staff member	Team → Invite Admin → Enter email → Send