Support Center

How to add an occupant

Last Updated: Aug 02, 2016 09:58AM EDT

Difficulty: Easy

Summary/Goal: To add a new occupant to the existing list of occupants.

 

Brief:


Click the ‘Add Person’ button on the home page. Fill out the information with the red asterisk. After filling out the information select the button that states ‘Add Occupant and Go to Occupant Page.’
 

Step-by-step:

  1. ON THE HOMEPAGE mouse over  the ‘Add Person’ button in the upper right corner above the communication row.


     
  2. IN THE NEW WINDOW add the following information that is necessary to complete this task. Information with the red asterisks next to it must be filled in to complete this task. This includes the following information street, building, floor, unit, first name, and last name.


     
  3. AFTER COMPLETING THE ABOVE STEPS, at the bottom of the page mouse over the ‘Add occupant and go to occupant page’ button and click on it.

 

Tips:

 
  1. You are not required to fill out all of the Occupants information, however it is encouraged to help keep their information more organized.
     

  2. You have the ability to select the tenants communication preference with either a text message, phone call, or email.
     

  3. You are given the opportunity to select the native language of the occupant to make communication easier.
     

  4. You can fill out notes necessary about the occupants.
 

Conclusion:

Adding a new occupant to the existing list is a quick and easy process that grants you the ability to keep all of their information in the same place. You will have the ability to easily communicate with the new occupants with any information that is needed to be passed along.

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