Overview of How to Process a Move-In

If you need to process a move-in, please continue reading:

1. Find a vacant unit to move in a tenant. I will choose Unit 1
   
2. Click on the Move-In button.
   
3. You will be met with the following modal/window and start with the Tenant (tab):
   
   You will need to fill out all the information highlighted.
   
   Tip: If you want to change the validation rules on what should be required, optional or hidden. Please read here How Do I Configure the Tenant Validation Rules
4. Alternate (tab):
   
   You need to toggle ON the Alternate to start inputting information, and once again, you will need to fill out all the information highlighted.
5. Misc (tab):
   
   • Profile: Contains options for applying a source, language preferred by the tenant, and profile (e.g., can make a unit tax exempt).
   • Details: Information about their move-in date (cannot be modified), expected move-out date, and miles from site.
   • Document Delivery Settings (Local): The local tenant document delivery settings. Please make sure to look into the Global. Below is an article that discusses the differences between the two.
     How Do I Update Global and Local Tenant Document Delivery Settings
   • Delinquency Options: You can change what delinquencies get applied and as well assign a custom keycode to the tenant.
   • Active Military?: Must be toggled ON to input information about military status.
6. Parking (tab):
   
   After clicking on 'Add Vehicle,' you will be met with the information above. This is not required, so it can be skipped.
7. Financial - MoveIn (tab) there are three sections, so I will break them apart below:
   • Scheduled Monthly Charges: 
     
     The scheduled rent can also be referred to as the base rent. You can modify the amount and include any additional monthly charges offered at your facility, and you can enroll the new move-in in insurance/protection.
   • Actual Payment Today:
     
     • You can use coupons or any active specials for new move-ins.
     • Months Paid can be set to 0 if you wish only to charge the pro-rated amount. 'Pro Rate to First' populates for 1st of the month facilities, and if you attempt to move into a unit between the days 28-31st.
     • Add retail sales.
     • The payment breakdown can have its security deposit and admin fee modified.
   • Payment:
     
     Once you complete the transaction, you can select the payment method, receipt delivery, and if you wish to have your documents e-signed via email or the other options available.
     
     Note: Tenant facing portal allows tenants to sign their documents from a mobile device or a tablet at your facility. Click here to learn more: Setting Up and Using Tenant Facing Portal
8. Once you have completed the transaction, the move-in will appear as below:
   

If you have any further questions or concerns, don't hesitate to contact us at [e-mail].