Facilities

The facility's identity — name, address, contact details, time zone. Two switches here ripple through the rest of the platform: enable donations to make this location selectable to online donors, and enable volunteering to make it visible to volunteers browsing opportunities. Turn either off and the facility drops out of those flows without losing any data.

This facility's donations account — funds donors gave specifically to this location, kept separate from the organization's general fund and from any customer balances. Every payment and refund row opens its full transaction detail in one click, and refunds can be issued directly from there. The deeper ledger story — true double-entry, every entry auditable — lives on the Accounting & Payments feature page.

Run regular or one-off community outreach right from the facility — a weekly meal service, a clothing drive, a flu-shot day. Community services are intentionally separate from Programs: no case records, no invoices, no billing. Each session records who came and what was distributed, with line items pulled from the facility's inventory so stock decrements as supplies go out the door. See Community Service Sessions for the full feature.

Attach files directly to the facility record — lease agreements, certificates of insurance, accreditation paperwork, floor plans, anything that belongs to this place. Files can be marked private (staff-only) or public (visible to the whole organization). PDFs open in a built-in viewer; everything else downloads. The full document story across customer, staff, program, and volunteer records lives on the Document Storage feature page.

Set the facility's weekly schedule day by day, or apply the same hours to multiple days at once. Each day carries two layers — public hours when doors are open, and work hours when staff are on site — so a building open 9 to 5 can have staff present 8 to 6. Specific closures (holidays, building inspections) live in their own list, and the organization's master closed-days list imports in one click. Before any change saves, the system checks every staff member's existing work schedule against the proposed hours and flags anyone whose shift would fall outside, by name and day.

Each facility has its own stock — food, clothing, hygiene supplies, medical equipment, anything physical that comes in or goes out. Inventory ties directly to community service sessions and program services, so quantities decrement as items are distributed. Bundles let you predefine a Standard Family Pack; templates capture recurring distributions like a Weekly Food Box for one-click reruns. Receiving stock is tracked through purchase orders or direct receipts from named sources. The Inventory feature page goes deeper.

Define each program offered at this facility — inpatient recovery, after-school tutoring, supportive housing — with its own capacity, billing, schedule, signatures, and approvals. Programs are configured tab-by-tab on the facility page and run from there. The Programs feature page goes through everything they do.

Assign staff to this facility and configure what they can do here. Flags cover service lifecycle (create, submit, approve, complete, close, reopen), content actions (notes, time entries, line items, beds, invoice changes), and financial actions (take payments, adjust balances, post insurance, apply or return funds). One flag — Facility Administrator — grants full access at this facility; demoting an admin later restores the previous permission set without reconfiguration. Permissions can also be set program-by-program for tighter scope. The full picture lives on the Staff Members feature page.

When the facility has Volunteering Enabled, this tab shows every volunteer opportunity tied to this location — a read-only summary so staff can quickly see who's signed up for what here. Creating and managing opportunities themselves happens on the Volunteers feature page.