How do I ban or bar a client from my program?
Author: Noa Levi I Date Created: 09/12/2024 I Date Updated: 6/26/2025
What this is
This article explains how to create a bar for a client who is not allowed to access a specific program, facility, or service. One common use of bars is to prevent a client from accessing an emergency shelter when they are not permitted to stay there.
What you need to know
- Every bar must include:
- A Begin Date
- An End Date, unless the bar is permanent
- The program, facility, or service the client is barred from
- One or more enforcing organizations
- Additional details, like the reason why a bar was created, can be included as appropriate.
- Bars are visible to all selected enforcing organizations and to members of the Shelter Reservation Team workgroup.
- While active, a bar will prevent certain actions from being performed.
- When a client is barred from a program for which they have an active enrollment, they should be exited from the program as of the bar's Begin Date.
In this article
What happens when a client has an active bar?
Always read a bar's details. If something looks wrong or outdated, check with your supervisor before making changes.
When a client has an active bar - one whose End Date is still in the future - you will be unable to perform certain actions:
- A client barred from a program cannot be enrolled in that program.
- A client barred from a facility cannot be checked into that facility. They also cannot be given a reservation for that facility.
- A client barred from receiving a service cannot have a copy of that service saved in their record.
How to create a client bar
Open the Bar List
From the left menu:
- Go to the Clients workspace
- Open Enrollments and Services
Select Bar List
Create a new bar
Click on the Add New button, then fill out the Client Bar form as described below:
- Begin Date: Enter the date the bar went into effect
- End Date: Enter the date the bar will expire, unless the bar is permanent
- Service: Select the specific service the client is barred from or check the Bar from All Services box
- Facility: Select the specific facility the client is barred from or check the Bar from All Facilities box
- Program: Select the specific program the client is barred from or check the Bar from All Programs box
Use the "Bar from All" options with care. Barring a client from all services, facilities, or programs could unintentionally prevent them from accessing resources they should be able to. When a client should be prohibited from accessing multiple services, facilities, or programs, it is recommended that a bar be created for each individual item instead.
- Enforcing Organizations: Select the organizations that should enforce the bar. The required value should be pre-selected based on your user account’s settings, but additional organizations can selected if necessary
- Reason(s): Optionally, you can select one or more reasons for why the bar is being created
- Notes: Optionally, you can enter notes about the bar
- Click on Save when finished.