Overview

In this article, we will review steps to change a room and rate.

Change a Room or Rate

Step 1: select the appropriate community.

Step 2: Click the Community tab at the top of the Resident Management homepage.

Step 3: Use the Please Select a Community window to find the appropriate community.

Step 4: Once on the Community page, click the Resident tab.

Step 5: In the Please Select a Resident window, search for and select a resident. Search by Name, Resident ID #, Room #.

Step 6: Click the picture of the resident to be directed to their Lease Management page.

Step 7: On the resident’s Lease Management page, scroll down to the Room section of the page.

Step 8: Click the Task List menu, then select Room/Rate Change.

Step 9: In the Room/Rate Change window, update the Effective Date, Room, and Rate.

Note: If Effective Date is past date or current date, then click Submit. If Effective Date is a future date, then click Save for Auto Apply.

Step 10: After clicking Save for Auto Apply, use the check box to confirm the future move-in date.

Room Rate Change Video