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].

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.

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.

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].

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.

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].

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.

Platform differences

Topic	Web	App
Entry action label	[Create Tenancy]	[Move-In]
Entry surface	Reservation list row [Actions] menu	Reservation card [More Operations] sheet
Step flow	[Basic Settings] -> [Charge Preview] -> [Contract & File]	[Basic Settings] -> [Charge Preview] -> [Contract & File]
Result	The 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].