ποΈ How do I convert a reservation into a tenancy (Create Tenancy)?
Convert an [Ongoing] reservation into a tenancy from [Tenant Reservation] on Web or from [Tenant Reservations] on App, then review [Basic Settings], [Charge Preview], and [Contract & File] before saving.
ποΈ How do I create a property reservation for a prospective tenant?
Create a tenant reservation on Web or App by selecting the unit, reservation dates, tenant details, financials, and files before saving the reservation.
ποΈ How do I generate an electronic contract for a tenant during new tenancy creation?
Generate or attach tenancy contracts in step 4 of [New Tenancy] on Web and App, including the current platform differences between file upload and template-based e-signing.
ποΈ How do I handle billing settlement (deposit deduction, refund, etc.) during a tenant's check-out?
Use [Billing Settlement] on Web during [End Tenancy] to settle meter items, collect outstanding charges, and handle deposit deduction or refund before the tenancy ends.
ποΈ How do I process a renewal for an existing tenant?
Use [Renewal] for an existing tenancy on Web or App to set the next term, review rent or deposit adjustments, and continue with renewal follow-up documents or contract steps.
ποΈ How do I process an early termination for a tenant?
Use [Move-out Notice] on Web to choose [Early Termination], then continue through [End Tenancy] to finish the tenant move-out flow.
ποΈ How do I skip reservation and directly add a new active tenancy?
Create a tenancy directly on Web or App without holding the unit as a reservation first, then complete the current tenancy wizard for unit, tenant, financial, and file details.
ποΈ How do I view my tenant list and their account activation status?
Open the tenant directory on Web or App to review tenant portal statuses, search or filter the list, and open a tenant profile.
ποΈ How do I view the details of a completed End Tenancy?
Open an ended tenancy on Web or App to review the final move-out details, outstanding charges, and deposits held.
ποΈ How to understand the status of a tenant tenancy?
Use Rentals -> Tenant Tenancies on Web or App to read the main status, detailed status, and to-dos for each tenancy.
ποΈ Is it necessary to re-sign the contract after a tenant renewal?
No. A renewal can be saved first, and the contract follow-up remains optional on both Web and App.
ποΈ What notification will a new tenant receive after a reservation is created?
Use [Send Welcome Email] on the reservation [Tenant] step to decide whether a new tenant receives the welcome email, then track the tenant portal status from the tenant directory.