Vincent Galante
Articles
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Adding a Room to a Property
Adding rooms that are separate from units can help you achieve better reporting accuracy. Rooms are shown in the Maintenance section during ticket creation and are displayed under Rooms owned by...
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Adding a Property
Customers who do not have an active PMS integration can add properties directly to the Properties module. Steps Start Creating a PropertyFrom the menu, click on Properties. The Properties dashboa...
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Editing a Property
Property details, such as amenities, services, floor plans, and units, can be managed centrally. Note: Companies with active PMS integrations cannot edit some details directly and should change the...
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Managing Duplicate Residents
The duplicate resident dashboard helps consolidate residents with multiple instances into one account. Email is considered a unique identifier, and duplicates are based on users with the same email...
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Enabling Resident Insurance Notifications
As a property team member, you can receive an email whenever a resident uploads insurance documents. The email can be sent to an agent and/or to a property email address. Enable Insurance Notificat...
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Making a Resident Note
You may wish to add notes to a resident to keep track of important details for yourself or other site team members. Each resident has a notes section where notes can be read and added. Note: Notes ...
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Understanding the Resident Activity Feed
Located within each resident card, you will find a tab called Activity that displays three types of activities for each resident. Amenities: Bookings, cancellations, and modifications Events & RSV...
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Editing a Resident's Details
It's important that the details of your residents are up to date. Read on to learn how to update resident details. Steps Find the ResidentFrom the menu, navigate to Residents and find the residen...
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Understanding Resident Statuses
Residents are assigned statuses that reflect their participation in the Resident Portal. Read on to learn the different statuses and what they mean. Status Description Missing Email There is n...
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Resending a Resident Portal Invitation
When a resident accidentally misses or deletes a Resident Portal invitation, it may be necessary to resend it. Note: Email clients can occasionally tag Resident Portal invitation emails as spam. Be...