How to Assign a Unit to a Tenant

Step 1: Locate the Unit

Go to the map that contains the unit you want to assign.

Step 2: Open Context Menu

Right-click on the desired unit (or long press on mobile devices) to open the context menu.

Step 3: Select "Assign" Option

Assuming pricing and amenities (add-ons) don't need to be changed, click the "Assign" option at the bottom of the menu.

Step 4: Choose a Tenant

A page showing tenants in the system will appear. Use the search function to find the tenant you want to assign the unit to. Click the "Select" button on the right of the table row.

Step 5: Confirm Assignment Details

On the confirmation page, you can:

• Enable or disable autopay
• Indicate if the tenant is paying cash now
• Apply a discount if applicable
• Select the start date (move-in date)
• Optionally select an agreement for the tenant to sign

Step 6: Handle Agreement Signing

You can either have the tenant sign the agreement immediately or wait until after the unit is assigned to send the agreement electronically.

Step 7: Process Payment

If the start date is today, the tenant will be charged for the first month immediately. Ensure they have a card on file to avoid errors.