‘Move-in’ is the functionality to move in your tenants into available units and create the lease. To process a move-in, click on the ‘Move-in’ button at the top left side of your dashboard. Or if you want to move in a tenant through sitemap-available units, it can be accessed from the Sitemap as well.
The ‘Move-in’ process splits into 5 different tabs, each tab containing the necessary information to be filled out to complete the move-in process. The mandatory and optional fields are set up under the Settings icon on the left-hand menu. Click on the ‘New Tenant’ button. In case of moving in or adding a locker to an existing tenant, you can select your current tenant from the list of existing tenants or search them by name.
Enter the tenant's details, address, and contact information. If the tenant is a business user, then enable the checkbox for ‘Business User.’ This will include more fields such as Company Name, Tax ID, and Website Address when enabled in the Move-in field settings. Enter the delivery address if it is different from the tenant's address.
Select the ID type and enter the required fields. Upload the picture of the tenant.
Enter the alternate contact details and fill in the security questions. Click on the ‘Save’ button and proceed to click on ‘Next Step’ at the bottom of the page.
The next page contains the storage details. Select the Storage Type, Location, Building, Move-in date, Invoice period, and Billing cycle. Select the storage unit from the available units list.
Now, scroll down to enter the scheduled move-out date, rental rate per month, security deposit. If it is a refundable security deposit, enable the check box for the same. Enter the gate access code and comments if you have any.
The Addons page contains the extra services/facilities provided at the facility. If tenants opt to buy insurance, add a plan or if they have their own insurance policy, choose accordingly, and enter the required details. (Click here to know more)
Services that are available at the facility can be acquired from the ‘Fees/Services’ tab. (Click here to know more)
Likewise, if tenants wish to acquire merchandise supply, the same can be selected from the products listed at the ‘Merchandise’ tab. (Click here to know more)
If tenants want to store a vehicle inside the storage unit, they can enter the vehicle information in the ‘Vehicle Details’ tab. Once this part is done, click on ‘Next Step’ to proceed further. (Click here to know more)
E-Sign & Payments
(This article will lead you to know about the E-sign and Payment part of the move-in process)
Once the payment part is done, you may click on ‘Save & Proceed’ to complete the Move-in. The confirmation screen will display as below:
With this, you have successfully completed the move-in process. Thank you!