Overview

In the ever-changing world of social services, resource guides can quickly become outdated, even though you want to refer to the programs you like again and again. Use Favorites to create lists of regularly used programs for you and colleagues, or even create reference guides for your community that are easy to access and always up to date!

Table of Contents
How it Works
Remove a Program from a Folder
Edit or Delete Favorite Folder
Sharing Favorite Folder

How it Works

To create a Favorites folder, first search for a program that you'd like to save. Once you find a program you like, locate the "Save" button on the program card.

From here, choose "Create a new folder", or add the program to an existing folder, and click "Save".

• Example: Austin Housing Programs or Austin Counseling Programs

Note, once you create a folder, it will appear in the dropdown menu going forward

Alternatively, you can select the check box next to the program name. This allows you to select multiple programs across multiple pages. 

When you're ready, choose the programs you selected at the bottom of the screen.

This will open your program cart where you can save all of the programs in your cart at once.

From here, choose "Save", then either "Create a new folder" or add the program to an existing folder. Click "Save".

Viewing Favorite Folders

To access your Favorite folders, click on your user account menu in the top right-hand corner and select "Saved Favorites". Select your Favorite folder.

Personal Favorite folders are sorted alphabetically by Organization name. 

If you choose to share your Favorite folder publicly, programs will be sorted by distance, if a zip code is entered. If there’s no zip code, there’s no specified order. 

Note: If you are a customer with Featured Programs, Featured Programs will show at the top of your Favorites lists for both personal and public folders.

Remove a Program from a Folder

1. Select the Favorite folder with the program you want to remove
2. On the program card for the program that you want to remove, click the "unsave" button*.

*If you remove a program from a shared folder, it will be removed for everyone who uses the folder. 

Edit or Delete Favorite Folder

1. Select the Favorite folder you want to edit
2. Click "Edit" on the top right
   
3. To rename the folder, edit the text in the text box and click "Save"
4. To delete a folder, select "Delete this Folder"

Sharing Favorite Folders

There are several ways to share your favorite programs with friends, family, clients and colleagues including: sending as an email, sharing as a link, and sharing with a group.

Send a Favorite Folder as an Email

This is an easy way to share programs with colleagues, clients, patients, friends, and family members. Recipients will receive an email with individual links to each of the programs in your Favorite Folder.

1. Select your Favorite folder on the left that you want to share
2. Click the "Share" button on the right hand side of your screen
   
3. Select "Send an Email"
4. Enter your name, the email of the person you want to share the folder with, and a message
5. Choose the language in which you want the message to be sent
   • Note, any "message" typed in this section will not be translated
6. Click "Send"
7. The email recipient will receive links to each of the programs in your Favorite Folder

Share a Favorite Folder With a Link

This is an easy way to share programs with colleagues, clients, patients, friends, and family members. You can share this link on your agency's website, Facebook page, or send as an email or text. These are just a few of the many ways you can share the link. Recipients who click on the link will be able to access all the programs in your Favorite Folder (without being able to edit it). 

1. Select your Favorite folder on the left that you want to share
2. Click the "Share" button on the right hand side of your screen
   

3. Select "Share as a Link"

4. Click the box for "Generate my link," then copy the unique link displayed

5. Paste this link on your agency's website, Facebook page, or send as an email or text -- these are just a few ideas.

Print a Favorite Folder

1. Select your Favorite folder on the left that you want to share
2. Click the "Print" button on the right hand side of your screen
   

3. A printer friendly version of the programs' information will appear

4. From your browser, select "Print"

Collaborative Folders - Share with a Group

Favorite folders can be made into collaborative folders where anyone in within your group can add their favorite programs. This creates curated lists of your staff's favorite programs that are easy to access and share with each other, or even with clients!

1. Select your Favorite folder on the left that you want to share
2. Click the "Share" button on the right hand side of your screen
   

3. Choose "Share with a Group" and select the group that you'd like to share with.

4. Click "Send"