The purpose of this guide is to explain the 4th step in the move-in process, how to
Note
Italicized terms represent clickable icons on the specific screen being discussed.
Terms in blue are links to additional information about the described functionality.
Depending on which property management software your company uses, you may have slightly different tabs asking slightly different information than described here. Please check with your management team for specifics.
Payment Confirmation
- (A) Payment Complete - This will appear after clicking Pay & Move-In indicating that the payment step in the process was successful.
Email Receipt - Note: Emailing the receipt is the default receipt method.
- (B) Email subject - A default subject will display. Edit as necessary.
- (C) Email message - A default message will display. Edit as necessary.
- (D) Email address - The primary email address listed in the Lead’s record will appear. Edit as necessary.
- (E) Send - Once all edits have been made to the subject, message, & email address, click to send the receipt.
- (F) Receipt Sent - After clicking Send, this message appears as a confirmation that the email was successfully sent.
- (G) Proceed to eSign - Click to access and send eSign documents.
Text Receipt
- (H) Text - Click to text the receipt.
- (I) Text message - A default text message will display. Edit as necessary.
- (J) Phone number - The primary phone number listed in the Lead’s record will appear. Edit as necessary.
- (K) Send - Once all edits have been made to the message and phone number, click to send the receipt.
- (L) Receipt Sent - After clicking Send, this message appears confirming the text was successfully sent.
- (M) Proceed to eSign - Click to access and send eSign documents.
Print Receipt
- (N) Print - Click to download the receipt to your computer. After downloading the receipt you can print it.
- (O) Proceed to eSign - Click to access and send eSign documents.
