How to check-in a client into shelter without reservation in the facilities workspace

Author: Ran | Date Created: 11/14/2025 | Date Updated: 11/14/2025

What this is

Need to check in a client without a reservation? So long as the client already has an active enrollment in your shelter project, you can check them in.

If your night-by-night or entry/exit shelter uses the Facilities workspace to check clients in and assign rooms or beds, this article applies to you.

What you need to know

• A project enrollment must already exist before you can check a client in.
• You cannot check clients in without a matching enrollment.
• Your shelter should have a plan for assisting guests who arrive without an enrollment so staff can complete the Intake/Enrollment before check-in.

Follow these steps

1. Confirm the client has an active enrollment in your shelter project.
   • If they do not, complete an Intake/Enrollment first.

1. Go to the Facilities workspace.
2. Select View Facilities.
3. Choose your Shelter.

1. In the Facilities workspace, go to the Current Residents.
2. Select the "+Add New Check In" button.
3. On the Shelter Check In Form
   • If applicable, assign the Room and Bed.
   • Enter the Check-In Begin Date. If applicable add a Check-out date.
4. Search for the client and select the client.
5. Attach the shelter enrollment.
6. Select Save.

When you are done

• The client will now appear on your Current Residents list.
• Continue with your regular workflow for daily checks, updates, and check-outs.