Hoist for Slings

How to Use A Hoist: Simple, Step-by-Step Guide

01/08/25

Key Takeaways: How To Use a Hoist Correctly

  • Always carry out a risk assessment before starting. Consider the individual’s medical needs, the space you’re working in, and any potential hazards.

  • Choose the right sling for the person and task, and inspect the hoist and sling for wear or faults. Confirm the hoist is working properly and brakes are secure.

  • Talk the individual through each step using calm, reassuring language. This is especially important for those with anxiety or dementia.

  • Position the sling correctly, double-check attachments, lift slowly, and transfer gently to ensure comfort and safety throughout.

For a more detailed breakdown, read on and learn how to use a hoist properly in our clear step-by-step guide.


Understanding the Basics of How to Use a Hoist in Care Homes


When it comes to moving individuals safely and comfortably in a care setting, few tools are as essential as a hoist. Understanding how to use a hoist correctly is critical, not only for the user’s safety but also for the carer’s wellbeing.


In this easy-to-follow guide, we’ll walk you through how to use a hoist step-by-step, covering everything from preparation to operation, with key safety checks and tips throughout.

Get Expert Advice on Selecting the Right Hoist Equipment

We are happy to assist. Speak to our team to get expert guidance on the different types of hoists that are available, and which hoisting solutions are best for your care home needs. 

Call us: 0345 180 1800

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The Importance of Using a Hoist Correctly

Compact Ceiling Track Hoist

The use of hoist equipment allows care staff to transfer individuals with reduced mobility from beds, chairs, or bathrooms with dignity and minimal discomfort. However, improper use can lead to injuries or unnecessary strain for both parties, so it’s crucial you have the correct training - consult the management of your care facility if you have not completed appropriate functional training.

Following a structured process for operating the hoists ensures:

  • Safe and efficient transfers

  • Reduced risk of falls or injury

  • Improved comfort for the person being moved

  • Greater confidence and reduced physical stress for carers

Preparation: What You’ll Need Before Using a Hoist

Before we explore how to use hoist equipment, preparation is vital. Here's what to have ready:

The Right Hoist for the Job

There are various types of hoists, including manual, electric, mobile and fixed hoists. Each is designed for specific environments. Always ensure you’re using one suited to the needs of the individual and your setting. 


Not sure which type is right? Browse our Transfer Aids range for hoisting solutions.

Looking to Upgrade Your Bathroom Facilities?

Fixed Floor Bath HoistBath Hoists

The Correct Sling

Slings come in different shapes, sizes, and styles. Selecting the right one depends on the user's mobility, weight, and the transfer task. 

For a deeper dive into sling types, read our dedicated blog Different Types Of Slings For Hoists.

A Clear Transfer Plan

Ensure the area is free from obstacles, the hoist is sufficiently charged (if electric), and you’ve informed the person being moved about each step of the process in advance, to maintain dignity and reduce any anxiety they may have.


How to Use A Hoist Step-by-Step Instructions

Invacare Birdie EVO HoistThis general guide applies to most mobile hoists and standard slings. Always refer to the manufacturer’s instructions for specific details.

Step 1: Carry Out a Risk Assessment

Before lifting anyone, perform a dynamic risk assessment. Is the user medically stable for transfer? Are there trip hazards or tight spaces?

Step 2: Select and Inspect Equipment

  • Choose the right sling for the individual and task.

  • Visually inspect all equipment for signs of wear or damage.

  • Check brakes and ensure the hoist is functioning properly.

Step 3: Communicate With the Individual

Explain what’s about to happen, using calm and reassuring language. This is especially important when working in dementia care or with individuals experiencing anxiety.

Step 4: Position the Sling

  • Roll the user gently to one side.

  • Place the sling lengthways, ensuring it’s flat and correctly aligned.

  • Roll the user back and pull the sling through from the other side.

Step 5: Attach the Sling to the Hoist

  • Ensure the hoist is close to the individual.

  • Connect the sling loops to the spreader bar, following colour-coded instructions for posture and support.

  • Double-check attachments before lifting.

Step 6: Begin the Lift

  • Raise the hoist slowly and steadily using manual or electric controls.

  • Pause once the individual is clear of the surface and check posture and comfort.

  • Do not leave the user suspended longer than necessary.

Step 7: Transfer and Lower Gently

  • Move slowly to avoid jerks or sways.

  • Position the hoist over the destination (chair, bed, etc.).

  • Lower the individual smoothly and detach the sling once safe and stable.

*This guide aims to provide basic, introductory advice on how to use a hoist. Always ensure you complete correct, certified training before aiding care residents.

Requirements for Using a Hoist in a Care Home Setting

To use hoists in care home environments, there are several essential requirements:

  • All staff must be fully trained in manual handling and hoist use.

  • Equipment should be inspected regularly, and logs maintained.

  • Always adhere to your facility’s individual care plans and health and safety procedures.

Spearhead Healthcare works with care homes across the UK, supplying dependable equipment designed for real-world care environments.

Explore our full Why Choose Spearhead page to learn how we support care providers.

Common Mistakes to Avoid When Using a Hoist

Understanding how to use a hoist also means knowing what not to do:

  • Don’t lift without checking sling compatibility

  • Don’t leave the individual unattended mid-transfer

  • Don’t use damaged or untested equipment

  • Don’t exceed the hoist’s weight capacity

Explore Hoists and Other Transfer Aids at Spearhead

175-E HoistAt Spearhead, we supply a wide range of mobility and manual handling solutions for care settings and home users. 

Browse our curated Transfer Aids collection to find the right hoist solutions for your residents today.

Need tailored advice for your setting?

Our team of experts are just a click or call away.

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Come and Test Equipment in Our Showroom

Care Providers Testing Equipment at the Spearhead ShowroomWant to feel the difference in person? Visit our dedicated Spearhead Showroom to explore hoists, slings, and transfer aids hands-on. 

Our product specialists are on hand to answer questions and demonstrate safe usage.


Showroom

See Why UK Care Providers Choose Spearhead

Spearhead Healthcare CourierFrom hoists to pressure care, care home furniture to hygiene essentials, Spearhead is trusted by over 2,500 care operators nationwide. 

We offer:

  • Best-in-class products

  • Expert-led guidance

  • Reliable aftersales support

Our team listens to your needs, understands your challenges, and delivers dependable solutions


Why Choose Spearhead

We Help to Make Hoist Transfers Safe and Simple

Learning how to use a hoist step-by-step makes a tangible difference to the safety, dignity, and comfort of those in your care. Whether you’re new to manual handling or need a refresher, following a consistent, structured process is key.

If you’d like to discuss equipment options, book a product demo, or need support in choosing the right hoist, we’re here to help. Consult our sales and support team at your convenience.

 

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