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Renters: reservations, move-ins, move-outs

Customers, reservations, move-in, move-out, waitlist, verification and importing.

  • Customers: each renter's profile, leases, invoices, documents, notes and messages. Leases and move-outs are opened from the customer.
  • Reservations: online and phone reservations. Move-in turns a reservation into a lease, with documents, payment and a gate code.
  • Requests: renter-portal requests (move-out notices, access changes, and so on).
  • Waitlist: people waiting for a size that's sold out.
  • Verifications: renter ID checks, if you turned them on in Settings → Renter verification.
  • Import: bring renters and units over from another system.

Needs the *Bookings* and *Customers* permissions.

Managers: these steps are also in your dashboard under Help & support.