Service Insights Initiative Toolkit

Client Intake and Recording Services

Additional Guides and Resources

Creating and Editing Users in Link2Feed

Learn how to create Link2Feed users for your staff/volunteers and edit their permissions.

Patron Data Rights

A flyer explaining the Service Insights Initiative to your patrons.

How-To Videos

Intaking New Clients

Learn how to intake new clients and review the eight tabs of their profile.

 

Recording Services

Learn the three different ways to record services.