Getting Started #

A client cannot enter the space until these first steps are complete.

1. Prior to the first appointment of the shift, everyone gathers for a debreif about anything important that the group should know. The first appointment cannot start without this step.
   • e.g. clarification on referral notes, if anyone is expected to be late, etc.
2. Gather supplies. Each Client Host needs:
   • Green iPad with scanner OR dark blue iPad with scanner
   • Marker
   • Copy of the distribution guidelines
3. On the iPad, login and then open:
   • Referral of first client
   • In-person Appointment (from the Appointment tab of the client’s referral)
   • store.newlifefb.org

Client Appointment #

Parameters

• Only volunteers should go in the workroom or back room (unless an accomodation is needed)
• Clients can use the bathroom next door (unless an accomodation is needed)
• Client Hosts do not physically pull any items. The movers will slide things into the aisle and put them on dollies.
• Try to limit the number of changes to simplify the process for the movers.

1. Upon arrival, the client calls the warehouse phone. One of the Client Hosts should answer. On the phone:
   • Confirm their name.
   • Confirm that their vehicle is backed into one of the bays.
   • Instruct to wait in their vehicle until someone comes down to meet them.
2. A Client Host goes downstairs to meet the client and walk them upstairs (or use the elevator if an accomodation is needed).
3. If a client is early, the Client Hosts will ask them to wait in the waiting area and offer water.
   • If it’s the first appointment, the volunteers have debriefed, and everyone is ready, they can start up to 10 minutes early. It is not recommended that they start any earlier than that because the volunteers movers don’t arrive until a half hour into the appointment.
   • If it’s not the first appointment, there is no one booked before the client, and volunteers are available to get the appointment started, starting early is okay.
4. Invite the client to the table to get the appointment started.
5. Confirm the referral information is correct.
6. Staying at the table, scan commodities from the book and reference store.newlifefb.org for inventory availability.
7. Staying at the table, show the client the dish options on store.newlifefb.org.
8. Send a mover to grab the dish set. The mover brings the dish set to the Client Host to scan.
9. With the guidelines in hand for reference, begin going around the showroom to select items in the remaining categories, scan them in, and write the order number on the tag.

Gathering Orders #

1. While they’re selecting, a mover should follow the appointment to pull things into the aisle as they go.
2. The remaining movers can simultaneously begin gathering orders using their own iPad. No scanner is necessary. Remove things from inventory as they’re pulled.
3. Load the U-Haul.
   • Clients cannot help load the U-Haul from the dock. They should not come on the dock. Since they are on New Life property, they would need a waiver as if they were a volunteer.
   • Volunteers cannot help load a personal vehicle. Volunteers should lower it to the ground for the clients to then load in their vehicle.