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How do I convert a reservation into a tenancy (Create Tenancy)?

Use this flow when an [Ongoing] reservation is ready to become a formal tenancy. On Web the action is called [Create Tenancy]. On App the same conversion action appears as [Move-In].

Entry:

  • Web: [Rentals] -> [Tenant Reservation] -> [Actions] -> [Create Tenancy]
  • App: [Rentals] -> [Tenant Reservations] -> [More Operations] -> [Move-In]

Before you start​

  • Open a reservation whose [Status] is [Ongoing].
  • Confirm the lease dates, rent, payment frequency, payment date, and any contract or file requirements before you save.
  • If [Payment Frequency] or [Payment Date] is blank, complete those fields in [Basic Settings] before moving to [Charge Preview].

Web​

Open the conversion flow

  • Go to [Tenant Reservation].
  • Find the target reservation, open [Actions], and choose [Create Tenancy].

Web entry to Tenant Reservation

Web action for Create Tenancy

Review [Basic Settings]

  • Check the tenant, property, unit, and lease period.
  • Confirm or update [Rental Start Date], [Rental End Date], [Rent], [Payment Frequency], [Payment Date], and [Remark].
  • Adjust [Late Fee Settings] if this tenancy needs a different late-fee setup.
  • Click [Next] after the required fields are complete.

Web Basic Settings in Create Tenancy

Review [Charge Preview]

  • Check the generated charge schedule, due dates, and amounts.
  • Confirm the preview matches the lease dates and payment setup from the first step.
  • Click [Next] to continue.

Web Charge Preview in Create Tenancy

Finish [Contract & File] and save

  • Choose the contract handling method that applies to this tenancy.
  • Upload lease files or continue with the electronic-contract section if your account uses e-signing.
  • Review any optional sections that appear for the current property, then click [Save].

Web Contract and File step in Create Tenancy

App​

Open the conversion flow

  • Open [Tenant Reservations] in [Rentals].
  • Find the target reservation card, tap [More Operations], and choose [Move-In].

Review [Basic Settings]

  • Confirm the tenant, property, unit, and lease period carried over from the reservation.
  • Complete or update [Payment Frequency], [Payment Date], rent, dates, and notes as needed.
  • Tap [Next] after the required fields are ready.
App Basic Settings in Move-In

Review [Charge Preview]

  • Check the bill preview generated from the reservation details.
  • Make sure the payment schedule and amounts are correct before you continue.
  • Tap [Next].
App Charge Preview in Move-In

Finish [Contract & File] and save

  • Upload the required lease files or continue into the electronic-contract section when it is enabled for the account.
  • Review the final step and save the tenancy.
App Contract and File step in Move-In

Platform differences​

TopicWebApp
Entry action label[Create Tenancy][Move-In]
Entry surfaceReservation list row [Actions] menuReservation card [More Operations] sheet
Step flow[Basic Settings] -> [Charge Preview] -> [Contract & File][Basic Settings] -> [Charge Preview] -> [Contract & File]
ResultThe reservation becomes [Tenancy Created] and the tenancy is available in [Tenant Tenancies]The reservation becomes [Tenancy Created] and the tenancy is available in [Tenant Tenancies]

Note:

  • This flow only works for reservations that are currently [Ongoing].
  • The conversion reuses the reservation's tenant, property, and unit context. It does not start from a blank tenancy form.
  • Contract, e-sign, file-upload, or property-specific sections can vary by account setup and property configuration.
  • After the save succeeds, the same reservation should not be converted again because its status changes to [Tenancy Created].