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in this video we will talk about how to do a move in to do a moving you're going to click on operations and then the move in button in the first screen you see a list of all of your vacant units you can scroll down and highlight a unit and click next or you can view your sizes on the right-hand side and this particular to add a base we have 64 vacant units if I wanted to look at my ten by tens I can click on ten by ten on the right hand side and now I'm looking at the 210 by tens that are available as opposed to viewing vacant units as a whole and viewing all 64 click on a unit and then click on next and we get to our second section typically you're going to click on the Add button click Add and fill in all the relevant information name address city state zip email phone number and whatever other items that you want to fill in in this particular database it's only requiring us to have our first name and last name an email in your particular database typically you would have more fields that would be required to set up your default fields you would go to company set up ten of defaults and whatever is checked as a default will show in green on the move in if I was to finalize putting in a new tenant I would click OK we also have the option to choose from an existing tenant the default list is current tenants these are all of your current tenants listed here and or you could choose all past and current tenants and see all of your past and current tenants on this list if we're in the current tenant view I can scroll down and find my tenant or search for that respective person if I was looking for Ron for example I would type in Ron it would find every example of a tenant with Ron as their name or as Ron as part of their name if I double click on the tenant now that tenant is associated with this move in and they will be linked in terms of the payment screen if I had added Ron in this example as a new tenant it would not recognize that it was the same Ron Paul that was initially moved in so it's very important that if you to be moving in a tenant into a second or third unit that you choose their name from the list as opposed to adding them as a new tenant once we chosen our unit and once we've chosen our tenant or added a new tenant we're in the final screen you will have your default as either first of the month or anniversary if your anniversary date billing there will be no proration if your first month billing you can have a proration set up in your defaults under program defaults in this example I'm going to choose anniversary and it's saying this tenant currently rents other units would you like to synchronize this units anniversary billing date the other unit is due on the 18th it's not the 18th on the day that I'm recording if I wanted to synchronize the date it is going to make a proration and then going to be on the 18th of every month going forward you'll see different billing types typically ubl monthly billing but you have choices from daily up to annually it defaults to today's start date depending on your settings you could have a past or future date know that if you change the date from the default that can affect historical reporting you'd have different billing options in terms of whether or not you never tax rent is someone tax exempt do you send an invoice charge an invoice fee these are all arbitrary depending on how you do business when do you send your invoice a typical day to send an invoice prior to when someone would be charged would be 15 days before you could change this per tenant if you had a company for example that wants to be invoiced 30 days prior you could change this number to be 30 we then have a document delivery section you can choose what the default is in terms of how you're going to interact with this tenant there's many companies that as a rule want to email their customers because they're it's no cost you could choose this person as email then the next person has moved in you could choose them as print or print an email or mail service or any combination thereof when you for example process an invoice it would know person a is to be emailed person B is to be printed and emailed person C is to be just printed depending on what your settings are in the bottom left hand corner we could choose our time zone and keypad zone you can set someone up for auto bill if we click on edit we can put in their credit card information and or ACH depending on what option you want to choose for monthly automatic billing normally you would leave the default for zero meaning they would come up to be charged on their billing date you may have some tenants that are moved in let's say on the first but they want to have their credit card charged on the third in that example you can put the auto bill on days past you as to and therefore they will be due on the first but the credit card will not be charged on the third you could put in vehicle information the plus sign beside initial rent allows you to change the tenants rent to add a discount plan or type in the discount plan or give a percentage discount this all depends on your settings you may have it set up in your defaults that you're not able to edit the rent or you're only able to give predefined discount plans you can add additional months by clicking on the periods if you allow or have the setting to do so you could have a security deposit which could be edited you can add an administrative charge and/or discount it you could sell merchandise boxes locks or whatever merchandise items you have in the system double click on the item and now it's added to their account you could add insurance if enabled and then you can have up to eight recurring charges on someone's account a recurring charge would be something for example like an extended hours fee charging someone to be able to have access to your facility 24 hours a day is something that some facilities charge extra for there's a shortcuts button in the upper right hand corner if you're into the middle of a move-in and someone else walks in and wants to take a payment you could click on shortcuts jump to the payment screen take your payment and then come back you never lose your place 'if otos andy files you can take up to nine photos of a customer you can take a web camera photo scan a driver's license take a picture of their vehicle whatever photos you'd like to take again up to nine in this area one we have our unit chosen our Tennant added or chosen and we make sure that our charges are correct we can click on save once we click save it'll ask are you sure you want to commit this transaction you'll click on yes at this point in time it's talking to our servers so now your information is on our servers and available to be viewed on any other computer that you have using site link at this point we could take a payment and process any leases or forms that we have set up in the move in section a typical form would be your lease a lease summary credit card authorization form or insurance signup form at this point we can either print if you do not have a sign setup or choose the e sign option to have a paperless lease once that is done click on finish and you now have a completed move in