Reservations allow you to hold units for potential tenants and streamline the move-in process later. Here's how to manage, edit, and create reservations in the admin portal.
Viewing Reservations
- Click on the Leads tab in the top toolbar
- From there, select the Reservations tab
- You’ll see a list of all current reservations, along with details for each one
Reservation Actions
Click the Action button next to any reservation to choose from the following options:
- Edit – Update the tenant’s preferences, selected unit, or contact information
- Move In – Begin the move-in process with existing reservation details pre-filled
- Cancel – Cancel the reservation
- Archive – Remove the reservation from your active list without deleting it
- View Follow-Ups – Review any follow-up notes or actions tied to the reservation
Editing a Reservation
When you select Edit, you’ll be able to:
- Change the unit types and amenities the tenant is interested in
- Update the unit selected for the reservation
- Edit the tenant’s name, address, phone number, or email
Moving In a Reserved Tenant
Selecting Move In will take you through the standard move-in process, with the tenant’s reservation details already filled in. You can review and confirm the information before completing the rental.
Creating a New Reservation
To create a new reservation:
- Click Add Reservation
- Specify the unit types and amenities the tenant is looking for
- Choose a unit to reserve
- Enter the tenant’s name, contact info, and address
- Collect any reservation payment, if applicable
- Click Save to complete the reservation